WO2001006446A1 - Automated method for image analysis of residual protein - Google Patents

Automated method for image analysis of residual protein Download PDF

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Publication number
WO2001006446A1
WO2001006446A1 PCT/US2000/018517 US0018517W WO0106446A1 WO 2001006446 A1 WO2001006446 A1 WO 2001006446A1 US 0018517 W US0018517 W US 0018517W WO 0106446 A1 WO0106446 A1 WO 0106446A1
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WIPO (PCT)
Prior art keywords
interest
pixels
subsample
image
slide
Prior art date
Application number
PCT/US2000/018517
Other languages
French (fr)
Inventor
Presley Hays
Michele Peri
Douglas Harrington
Original Assignee
Chromavision Medical Systems, Inc.
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
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Publication date
Application filed by Chromavision Medical Systems, Inc. filed Critical Chromavision Medical Systems, Inc.
Priority to AU63420/00A priority Critical patent/AU6342000A/en
Publication of WO2001006446A1 publication Critical patent/WO2001006446A1/en

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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06TIMAGE DATA PROCESSING OR GENERATION, IN GENERAL
    • G06T7/00Image analysis
    • G06T7/60Analysis of geometric attributes

Definitions

  • the invention relates generally to light microscopy
  • NAP maternal neutrophil alkaline phosphatase
  • NAP from women with Down's syndrome pregnancies is characterized by: (1) an increase in NAP enzyme activity
  • a trisomy 21 fetus contain two AP isoenzymes: the
  • liver/bone type AP liver/bone type AP and an atypical AP that is related to
  • alkaline phosphatase isoenzy e can be an "enzyme marker"
  • the histochemical measurement of maternal NAP has a
  • NAP neutrophil alkaline phosphatase
  • the invention provides an automated method for the
  • cytochemical stain is obtained from a subject. At least
  • one subsample is treated before being stained, such that
  • the treatment may affect the measurable protein level.
  • At least one subsample is not treated, to serve as a control .
  • the untreated subsample and the treated subsample are stained together, for uniformity of
  • An apparatus automatically selects a position
  • the apparatus includes
  • the apparatus is adjusted to high
  • magnification for automatically acquiring a high magnification image of the subsample, at the location coordinates corresponding to the low magnification image
  • the protein level is a fraction of pixels in the second color space.
  • the method is for the
  • FIG. 1 is a perspective view of an apparatus for
  • FIG. 2 is a block diagram of the apparatus shown in
  • FIG. 3 is a block diagram of the microscope
  • FIG. 4 is a plan view of the apparatus of FIG. 1
  • FIG. 5 is a side view of a microscope subsystem of
  • FIG. 6 shows a slide carrier.
  • FIG. 6a is a top view
  • FIG. 6b is a bottom view of the slide carrier of FIG.
  • FIG. 7 shows views of an automated slide handling
  • FIG. 7a is a top view of an automated slide
  • FIG. 7b is a partial cross-sectional view of the automated slide handling subsystem of FIG. 7a taken on line A-A.
  • FIG. 8 shows end views of the input module of the
  • FIG. 9a-9d illustrate the output operation of the
  • FIG. 10 is a flow diagram of the procedure for
  • FIG. 11 shows the scan path on a prepared slide in
  • FIG. 12 illustrates an image of a field acquired in
  • FIG. 13 shows flow diagrams of procedures for determining a focal position.
  • FIG. 13a is a flow diagram
  • FIG. 13b is a flow diagram of a
  • FIG. 14 is a flow diagram of a procedure for automatically determining initial focus.
  • FIG. 15 shows an array of slide positions for use in
  • FIG. 16 is a flow diagram of a procedure for automatic focusing at a high magnification.
  • FIG. 17 shows flow diagrams for processes to locate
  • FIG. 17a is a flow diagram of an
  • FIG. 17b is a flow diagram of a procedure for
  • FIG. 18 is a flow diagram of a procedure for
  • FIG. 19 is a flow diagram of a procedure for
  • FIG. 20 is a flow diagram of a procedure for blob analysis .
  • FIG. 21 is a flow diagram of a procedure for image
  • FIG. 22 illustrates a mosaic of cell images produced
  • FIG. 23 is a flow diagram of a procedure for
  • FIG. 24 illustrates the apparatus functions
  • the invention provides an automated method cell
  • the invention provides a method ("the Delta
  • residual protein can refer either the actual
  • the Delta method is the measurement of a residual
  • a cellular specimen (a "sample") is split to provide two or more subsamples.
  • the total protein is measured
  • sample and “subsample” include cellular
  • Such samples include
  • a tissue is a mass of connected cells ⁇ e . g. , CNS
  • tissue neural tissue, eye tissue, placental tissue
  • a biological fluid is a
  • liquid material derived from a human or other animal.
  • Such biological fluids include but are not limited to
  • CSF cardiac styrene-styrene-styrene-styrene-styrene-styrene-styrene-styrene-styrene-styrene-styrene-styrene-styrene-styrene-styrene-styrene-styrene-styrene-S ventricular CSF.
  • sample also includes media containing isolated cells.
  • the quantity of sample required to obtain a reaction may be determined by one skilled in the art by standard
  • the Delta method compensates for the sources of
  • a ⁇ value can be
  • scoring standard is applied to the test slides as to the
  • the method preferably includes that the scoring
  • a "marker” may be any substance that is present in a cellular specimen.
  • proteins is stained to cause an insoluble product which identifies the marker to
  • a subsample can be counter-
  • Such a slide detects cells of interest by locating those
  • This score is then used to determine whether the
  • the Delta method measures
  • the NAP Delta method measures maternal neutrophil alkaline phosphatase, for evaluating the likelihood that a pregnant woman is
  • NAP score is an increase from the woman's "nominal" NAP
  • the Delta method uses the patient herself as a
  • enzyme inhibitors of NAP can be used as
  • alkaline phosphatase alkaline phosphatase
  • inhbitors such as levamisole or tetramisole may be used
  • inhibitors of NAP such as
  • ⁇ h [heat exposed NAP score] / [control NAP score] .
  • a Down's syndrome pregnancy should have a ⁇ u and ⁇ h
  • alkaline phosphatase in neutrophils can be stained with a
  • the subsample is indicated by the red color of a precipitate formed by enzymatic hydrolysis.
  • AP stains are known to those of skill in the art.
  • the subsample is usually counter-stained, for
  • Neutrophil cells are
  • nuclei identified based on the shape and size of the nuclei.
  • the low magnification processing identifies
  • candidate objects of interest such as neutrophils, from the color, shape, and size of objects in the image.
  • the pathologist usually grades the neutrophils with a rating of 0 , 1, 2, 3, or 4 in accordance with a grading
  • This score may then be used to determine whether
  • the Delta method can also be used to measure acid
  • phosphatase isoenzyme 5 (tartrate-resistant) .
  • HCL hairy cell leukemia
  • isoenzyme 5 isoenzyme 5
  • Isoenzyme 5 is
  • the specimen for a TRAP assay can be unstained
  • peripheral blood or bone marrow aspirate smears peripheral blood or bone marrow aspirate smears
  • control batch without sodium tartrate is used for control
  • the method of staining is as follows: (1) incubate
  • the incubating medium should be a slightly
  • the Delta method can also be used to measure
  • esterase is a non-specific esterase (NSE) with an
  • ⁇ -naphthyl butyrate esterase is a measure of neutrophil
  • ⁇ -naphthyl butyrate esterase level can indicate leukemia.
  • This cytochemical stain is commonly used for the
  • esterase is measured by the Delta method using a
  • NSE non-specific esterase
  • specimen can be unstained peripheral blood or bone marrow
  • aspirate smears aspirate smears, anticoagulated peripheral blood or bone marrow, or other body fluids.
  • the method measures residual
  • the method of the invention may be any suitable protein immunologically.
  • the method of the invention may be any suitable protein immunologically.
  • epitopes of the target proteins are epitopes of the target proteins.
  • epitope is epitopes of the target proteins.
  • antibody includes intact
  • the antibody may consist essentially of pooled monoclonal
  • antibodies are made from antigen containing fragments of
  • polyclonal or monoclonal antibodies can be any polyclonal or monoclonal antibodies.
  • Antibodies may be employed in known manner
  • ELISA refers to an enzyme- . linked
  • the Delta Method may be further performed with an
  • the invention provides a method for automated cell
  • a slide prepared with a subsample and reagent is
  • a slide carrier which preferably holds four
  • the slide carriers are loaded into an input
  • the operator enters data identifying the size,
  • the system automatically locates a scan area
  • a slide carrier is positioned on an X-
  • color, size and shape are used to identify
  • the X-Y stage is positioned to the stored locations for the candidate objects of interest on each slide in the
  • magnification image is stored for each continued object
  • cytotechnologist may view the mosaic or may also directly
  • the mosaic may be
  • scanning of the present invention preferably includes the
  • the scan area is
  • the derived focal plane enables subsequent rapid automatic focusing in the
  • the focal plane is
  • a focal plane across the array Preferably, a
  • focal position at each location is determined by
  • fit curve is selected as an estimate of the best focal
  • focal position method for high magnification locates a
  • n columns wide where n is a power of 2.
  • the pixels of this region are then processed using
  • This process is preferably used to
  • This focal method may be used with
  • a slide is provided.
  • the slide carrier is positioned in
  • reference numeral 10 as shown in perspective view in FIG. 1 and in block diagram form in FIG. 2.
  • apparatus 10 comprises a microscope subsystem 32 housed in a housing 12.
  • the housing 12 includes a slide carrier
  • subsystem comprises a computer 22 having a system processor 23, an image processor 25 and a communications
  • the computer subsystem further includes a
  • apparatus 10 further includes a CCD camera 42 for
  • microscope controller 31 under the control of system
  • processor 23 controls a number of microscope subsystem
  • illumination light source 48 projects light onto the X-Y
  • controller 31 provides displacement of the microscope
  • subsystem 32 further includes a motorized objective
  • the purpose of the apparatus 10 is for the
  • the preferred embodiment may be utilized for rare event detection in
  • a subsample can be prepared with a reagent to obtain a
  • the apparatus is used to determine whether or not be colored insoluble precipitate.
  • a slide carrier 60 is illustrated in
  • FIG. 8 and are described further below.
  • the system can automatically
  • the apparatus automatically returns to each candidate
  • the apparatus stores an image of the
  • images can be stored to a storage device 21 such as a
  • each slide can be viewed in a mosaic of images for
  • the microscope controller 31 is shown in more detail.
  • the microscope controller 31 includes a number of
  • processor 102 controls these subsystems and is controlled
  • the system processor 102 controls a set
  • processor 108 receives input from CCD camera 42 for
  • the system processor 102 further controls an
  • illumination controller 106 for control of substage
  • the illumination controller 106 is included.
  • This controller is used in conjunction with light control
  • the light control software samples the output from the
  • control is automatic and transparent to the user and adds
  • the system processor 23 is preferably an IBM
  • processor 23 is Windows for Workgroups 3.1 available from Microsoft Corporation (Redmond, WA) .
  • Image processor 25 is Windows for Workgroups 3.1 available from Microsoft Corporation (Redmond, WA) .
  • the preferred image processor is provided
  • Microscope controller system processor 102 is an
  • FIG. 4 shows a plan view of the
  • Vibration isolation mounts 40 shown in further
  • subsystem 32 from mechanical shock and vibration that can
  • Such sources of vibration can be
  • mounts 40 comprise a spring 40a and piston 40b submerged
  • the automated slide handling subsystem operates on a single slide carrier at a time.
  • a slide carrier 60 is shown in FIG. 6a & 6b which provide
  • carrier 60 includes up to four slides 70 mounted with
  • the carrier 60 includes ears 64 for hanging the carrier in the output hopper 18.
  • An undercut 66 and pitch rack 68 are formed at the top edge of the slide carrier 60 for mechanical handling of the slide
  • a keyway cutout 65 is formed in one side of the
  • a prepared slide 72 mounted on the slide carrier 60 includes a
  • FIG. 7a provides a top view of the slide handling
  • FIG. 1 A block diagram illustrating an exemplary computing environment in accordance with the present disclosure.
  • the slide input module 15 includes a slide carrier
  • the input hopper 16 receives a
  • a guide key 57 protrudes from a
  • the input module 15 further includes a revolving
  • the carrier subassembly 54 comprises an infeed
  • belt 59 includes a pusher tab 58 for pushing the slide
  • a homing switch 95 senses the pusher tab
  • the X-Y stage 38 is shown with x position and y postion motors 96 and 97
  • controller 31 (FIG. 3) and are not considered part of the
  • the X-Y stage 38 furthermore
  • a switch 91 is mounted adjacent
  • the drive belt 50 is a double sided timing belt having teeth for engaging pitch rack 68 of the
  • the slide output module 17 includes slide carrier
  • a series of slide carriers 60 are
  • FIG. 8a-8d show the cam action in more detail.
  • indexing cam 56 includes a hub 56a to which are mounted upper and lower leaves 56b and 56c respectively.
  • leaves 56b, 56c are semicircular projections oppositely
  • the upper leaf 56b supports the bottom carrier at the undercut portion 66.
  • FIG. 8b the upper leaf 56b no longer supports the
  • FIG. 8c shows the
  • leaf 56b supports the next carrier for repeating the
  • stage drive belt 50 onto the X-Y stage drive belt 50.
  • the X-Y stage 38 moves to an unload
  • Motor 88 drives outfeed gear 93 to engage
  • FIG. 9a-9d end views of the output module 17 .
  • the unloading platform 36 is shown in a horizontal
  • FIG. 9c shows the unloading platform 16 being rotated back towards the horizontal
  • FIG. 9d shows the unloading platform 36 at the original
  • feature of the invention automatically determines the scan area using a texture analysis process.
  • FIG. 10 is a flow diagram that describes the
  • the basic method is to pre-scan the entire slide area to determine texture
  • an image such as in
  • FIG. 12 is acquired and analyzed for texture information at steps 204 and 206. Since it is desired to locate the edges of the smear sample within a given image, texture analyses are conducted over areas called windows 78, which are smaller than the entire image as shown in FIG.
  • the process iterates the scan across the slide at steps 208, 210, 212, and 214.
  • magnification is to image the largest slide area at any
  • magnification is preferred. On a typical slide, as shown
  • Texture values for each window include the pixel
  • the smear is likely
  • texture data does not have sharp beginnings and endings .
  • the scan area of interest is scanned to
  • the operator can pre-select a magnification level to
  • process for a cell includes a combination of decisions made at both low (lOx) and high magnification (40x)
  • the overlap is
  • the time to complete an image analysis can vary
  • This example includes
  • FIG. 2 (FIG. 2) .
  • FIG. 13a provides a flow diagram describing the
  • FIG. 13a is a diagrammatic representation of FIG. 13a.
  • the Z stage is
  • focus position data are least-squares fit to a Gaussian
  • a second stepping operation 230-242 is performed
  • the second order curve provides the fine focus position
  • FIG. 14 illustrates a procedure for how this
  • focus positions are
  • FIG. 15 shows the
  • focus (Z) stage is positioned to the best fit focus

Abstract

An automated method (Fig. 2) for evaluating the amount of residual protein levels following treatment of cellular specimens (fig. 2, 38). Particular methods include the measurement of maternal neutrophil alkaline phosphatase after treatment with or without urea or heat, measurement of leukocyte acid phosphatase after treatment with or without tartrate, and measurement of leukocyte esterase after treatment with α-naphthol butyrate with or without fluoride.

Description

AUTOMATED METHOD FOR IMAGE ANALYSIS OF RESIDUAL PROTEIN
CLAIM OF PRIORITY
This application claims the benefit of priority from
U.S. Provisional Patent Application No. 60/143,181, filed
July 9, 1999 and is a continuation-in-part of U.S. Patent
Application Serial No. 08/758,436, filed November 27,
1996, which claims the benefit of priority from U.S.
Provisional Patent Application No. 60/026,805, filed
November 30, 1995.
TECHNICAL FIELD
The invention relates generally to light microscopy
and, more particularly, to automated analysis of cellular
specimens containing stained markers.
BACKGROUND OF THE INVENTION
Alkaline phosphatase concentrations usually increase
in blood neutrophils of normal pregnant women. However,
the maternal neutrophil alkaline phosphatase (NAP) in
Down's syndrome pregnancies (women with trisomy 21
fetuses) differs from NAP found in normal pregnancies.
NAP from women with Down's syndrome pregnancies is characterized by: (1) an increase in NAP enzyme activity
over that found in normal pregnancies, (2) NAP thermal
stability, (2) NAP stability in urea, (3) a significant
decrease in reactivity with anti-liver-type alkaline
phosphatase (AP) ; (4) low reactivity with anti-placental-
type AP or anti-intestinal-type AP antibodies; (5)
altered response to AP enzyme inhibitors; and (6) marked
dispersion of NAP lead citrate reaction products or
anti -NAP antibody colloidal gold-labeling in neutrophil
cytoplasm, as detected by electron microscopy. These
characteristics suggest that neutrophils of a woman with
a trisomy 21 fetus contain two AP isoenzymes: the
liver/bone type AP and an atypical AP that is related to
the early placental form. Thus, the non-specific
alkaline phosphatase isoenzy e can be an "enzyme marker"
to diagnose Down's syndrome pregnancies.
The histochemical measurement of maternal NAP has a
high detection rate for the prenatal detection of Down's
syndrome pregnancies. However, because the histochemical
method is laborious and subjective to use, the method has
not gained widespread acceptance in prenatal screening
programs . Some automated methods have been developed. Tafas
et al . have developed an image analysis method for the
measurement of neutrophil alkaline phosphatase (NAP) and
established a correlation of urea-resistant fraction of
NAP (URNAP) /NAP scoring between the manual and automated
methods for prenatal screening of Down's syndrome (U.S. Patent No. 5,352,613 to Tafas et al . ; Tafas et al . , Fetal
Diagn . Ther. 11 (4) .-254-259, 1996). Measurements
("scores") obtained by manual and automated methods
correlate, but the automated scoring is threefold faster.
However, a less laborious and subjective automated image
analysis method could have benefits in the medical arts.
SUMMARY OF THE INVENTION
The invention provides an automated method for the
measurement of a residual component of a cellular protein. A specimen (sample) to be stained with a
cytochemical stain is obtained from a subject. At least
one subsample is treated before being stained, such that
the treatment may affect the measurable protein level. At
least one subsample is not treated, to serve as a control . The untreated subsample and the treated subsample are stained together, for uniformity of
staining. An apparatus automatically selects a position
in each subsample for candidate objects of interest and
obtains a low magnification color digital image of the
candidate objects of interest. The apparatus
automatically filters the pixels of the candidate object of interest with a low pass filter and morphologically
processes the candidate object of interest pixels to
identify artifact pixels, identifying the candidate objects of interest from the remaining candidate object
of interest pixels in the subsample not identified as artifact pixels. The apparatus is adjusted to high
magnification for automatically acquiring a high magnification image of the subsample, at the location coordinates corresponding to the low magnification image,
for each candidate object of interest. The apparatus
automatically transforms pixels of the high magnification
image in the first color space to a second color space to differentiate high magnification candidate objects of interest pixels from background pixels, identifying
objects of interest from the candidate object of interest
pixels in the second color space. The protein level is
scored in the untreated and the treated subsamples. The
value Delta (Δ) is determined (Δ = [protein level in the treated subsamples] / [protein level in the untreated
subsamples] ) as a measurement of the residual component
of the cellular protein.
In particular embodiments, the method is for the
measurement of maternal neutrophil alkaline phosphatase after treatment with or without urea or heat (diagnostic for Down's syndrome pregnancies), measurement of
leukocyte acid phosphatase after treatment with or
without tartrate (diagnostic for hairy cell leukemia) ,
and measurement of leukocyte esterase after treatment with -naphthol butyrate with or without fluoride
(diagnostic for leukemia) .
BRIEF DESCRIPTION OF THE DRAWINGS
FIG. 1 is a perspective view of an apparatus for
automated cell image analysis.
FIG. 2 is a block diagram of the apparatus shown in
FIG. 1.
FIG. 3 is a block diagram of the microscope
controller of FIG. 2.
FIG. 4 is a plan view of the apparatus of FIG. 1
having the housing removed.
FIG. 5 is a side view of a microscope subsystem of
the apparatus of FIG. 1.
FIG. 6 shows a slide carrier. FIG. 6a is a top view
of a slide carrier for use levity the apparatus of FIG.
1. FIG. 6b is a bottom view of the slide carrier of FIG.
6a.
FIG. 7 shows views of an automated slide handling
subsystem. FIG. 7a is a top view of an automated slide
handling subsystem of the apparatus of FIG. 1. FIG. 7b is a partial cross-sectional view of the automated slide handling subsystem of FIG. 7a taken on line A-A.
FIG. 8 shows end views of the input module of the
automated slide handling subsystem. FIG. 8a-8d
illustrate the input operation of the automatic slide handling subsystem.
FIG. 9a-9d illustrate the output operation of the
automated slide handling subsystem.
FIG. 10 is a flow diagram of the procedure for
automatically determining a scan area.
FIG. 11 shows the scan path on a prepared slide in
the procedure of FIG. 10.
FIG. 12 illustrates an image of a field acquired in
the procedure of FIG. 10. FIG. 13 shows flow diagrams of procedures for determining a focal position. FIG. 13a is a flow diagram
of a generally preferred procedure for determining a focal position. FIG. 13b is a flow diagram of a
preferred procedure for determining a focal position for
neutrophils stained with Fast Red and counter-stained
with hematoxylin. FIG. 14 is a flow diagram of a procedure for automatically determining initial focus.
FIG. 15 shows an array of slide positions for use in
the procedure of FIG. 14.
FIG. 16 is a flow diagram of a procedure for automatic focusing at a high magnification.
FIG. 17 shows flow diagrams for processes to locate
and identify objects of interest in a stained cellular
specimen on a slide. FIG. 17a is a flow diagram of an
overview of the preferred process to locate and identify
objects of interest in a stained cellular specimen on a slide. FIG. 17b is a flow diagram of a procedure for
color space conversion.
FIG. 18 is a flow diagram of a procedure for
background suppression by dynamic thresholding.
FIG. 19 is a flow diagram of a procedure for
morphological processing.
FIG. 20 is a flow diagram of a procedure for blob analysis .
FIG. 21 is a flow diagram of a procedure for image
processing at a high magnification. FIG. 22 illustrates a mosaic of cell images produced
by the apparatus .
FIG. 23 is a flow diagram of a procedure for
estimating the number of nucleated cells in a scan area.
FIG. 24 illustrates the apparatus functions
available in a user interface of the apparatus.
DETAILED DESCRIPTION
Principle
The invention provides an automated method cell
image analysis which determines residual protein levels,
in a greatly improved manner over manual scoring
techniques. The invention provides a method ("the Delta
method") of quantitating the residual protein remaining
in a cell after a treatment of cells. The term "residual
protein levels" refers to the measurable protein of
interest remaining in a cell after the treatment; thus
the term "residual protein" can refer either the actual
protein remaining in the cell or the remaining protein
activity, for example, the remaining enzyme activity.
While current automated methods can eliminate the problem
of laboratory-to-laboratory and technologist-to- technologist scoring variations through an objective
imaging processing scoring technique, the problems caused
by staining variations and individual patient "nominal"
measurement ("score") variations cannot be eradicated by
automation. However, by combining the scientific
advantages of automation and the Delta method, as well as
the greatly increased speed with which residual protein
scores can be evaluated, the invention is a major
improvement over methods currently available. The Delta
method, as automated, has considerable diagnostic
potential .
Continued dependence on manual input can lead to
errors in image analysis. Additionally, manual methods
can be extremely time consuming and can require a high
degree of training to properly identify or quantify
cells. The associated manual labor leads to a high cost
for these procedures. A need exists, therefore, for an
improved automated cell image analysis system which can
quickly and accurately scan large amounts of biological
material on a slide.
Unless otherwise defined, all technical and
scientific terms used herein have the same meaning as commonly understood by one of ordinary skill in the art
to which this invention belongs. Although methods and
materials similar or equivalent to those described herein
can be used in the practice or testing of the present
invention, suitable methods and materials are described
below.
All publications, patent applications, patents, and
other references mentioned herein are incorporated by
reference in their entirety. In case of conflict, the
present application, including definitions, will control.
In addition, the materials and methods described herein
are illustrative only and not intended to be limiting.
Other features and advantages of the invention will be
apparent from the following detailed description, the
drawings, and from the claims.
Del ta Method
The Delta method is the measurement of a residual
amount of cellular enzyme or protein following treatment
of a cell. Various cellular treatments include acid,
base, high salt, low salt, heat, an enzyme inhibitor
(such as levamisole) or a detergent. A cellular specimen (a "sample") is split to provide two or more subsamples.
In at least one subsample, the total protein is measured,
or scored. In at least one other subsample, the residual
protein levels present after treatment is scored. The
residual protein is compared to the total protein score
from a subsample obtained from the same specimen.
The terms "sample" and "subsample" include cellular
material derived from a subject. Such samples include
but are not limited to hair, skin samples, tissue sample,
cultured cells, cultured cell media, and biological
fluids. A tissue is a mass of connected cells { e . g. , CNS
tissue, neural tissue, eye tissue, placental tissue)
derived from a human or other animal and includes the
connecting material and the liquid material in
association with the cells. A biological fluid is a
liquid material derived from a human or other animal.
Such biological fluids include but are not limited to
blood, plasma, serum, serum derivatives, bile, phlegm,
saliva, sweat, amniotic fluid, and cerebrospinal fluid
(CSF) , such as lumbar or ventricular CSF. The term
"sample" also includes media containing isolated cells.
The quantity of sample required to obtain a reaction may be determined by one skilled in the art by standard
laboratory techniques. The optimal quantity of sample
may be determined by serial dilution.
Current automated techniques do not allow for
variations in either a patient's protein score that is
unrelated to the condition being diagnosed or in a method
used to calculate the protein score. Regarding variations
in methods used for calculating protein scores, the
absolute value of a patient's protein score depends
crucially on the quality of specimen staining and the
standards applied in scoring the individual specimen
(which typically is subjective, varying from laboratory-
to-laboratory and technologist-to-technologist) . Hence,
the score for a given slide, as compared to an absolute
standard (as is currently typical in laboratory
procedures) varies depending upon how that slide is
stained and scored. This variation can be on the order
of the difference expected between Down's pregnancies and
normal pregnancies, meaning that an incorrect patient
diagnosis becomes highly likely.
The Delta method compensates for the sources of
variation by using the patient herself as a control, rather than using the statistical distributions derived
from other patients as the control. This compensation is accomplished by preparing multiple subsample slides from
the same specimen and then exposing subsamples to various treatments. An untreated subsample slide serves as the
control. All of the subsample slides are then stained
together as a batch and scored to determine the
difference that the treatment causes in the protein scores for that particular patient.
The quantity "Delta" can be written as:
Δ = [protein level in the treated subsamples] / [protein
level in the untreated subsamples]
where the total protein level is determined from the untreated subsamples and the residual protein level is determined from the treated subsamples. A Δ value can
indicate the presence of a condition of interest. By
analyzing many cases, the ranges of Δ's indicative of a
particular condition can be determined.
The advantages of the Delta method are several .
First, the problem with variations in the individual
patient and her "nominal" score is avoided because each
patient is being judged against her own personal standard. The characteristics of this phenomenon are
reflected in the statistical determination of what the
different Δ ranges represent.
A second advantage of the Delta method is that the
variability of scoring methods caused by inter-laboratory
and inter-technologist biases is removed because the same
scoring standard is applied to the test slides as to the
control . The method preferably includes that the scoring
of all slides from a patient be scored by the same
technologist. Also, by staining the test slides in the
same batch as the control, staining variations can be
removed because any batch-specific or reagent lot-
specific variation affects all the slides. In current
standard methods, such variations result in an overall
shift in the protein score of the test slides, which are
then be compared to statistical results to result in an
incorrect conclusion.
One problem with current automated systems is the
difficulty in evaluating the amount of a marker present
in a cellular specimen. (A "marker" may be any
polypeptide sequence or feature of the protein that can
be detected.) For example, proteins is stained to cause an insoluble product which identifies the marker to
become colored, often red. A subsample can be counter-
stained, for example with hematoxylin, to make the nuclei
of the cells become blue in color. A pathologist viewing
such a slide detects cells of interest by locating those
cells having a nucleus of the color, shape, and size
expected for a cell of interest. The pathologist
subjectively evaluates the intensity of the red color for
each located cell and assigns a score to each. The
pathologist then subjectively determines whether the
number of intensely red cells and moderately red cells
are sufficient to determine a particular condition.
According to that procedure, a pathologist sums the
subjectively assigned ratings for marker identifying
precipitate in the first 100 neutrophils to arrive at a
score which may be used to determine the relative red
intensity of the neutrophils in the cellular sample.
This score is then used to determine whether the
condition associated with the presence of the marker is
indicated.
In one embodiment, the Delta method measures
residual enzyme. In particular, the NAP Delta method measures maternal neutrophil alkaline phosphatase, for evaluating the likelihood that a pregnant woman is
carrying a Down's syndrome fetus. Resistance to urea or
heat exposure of NAP in the peripheral blood of a
pregnant woman correlates with an increased risk of
Down's syndrome incidence in the fetus. The resistance
to urea or heat exposure is measured by comparing the NAP
scores for urea-exposed or heat-exposed blood subsamples
to NAP scores for untreated blood subsamples. Current automated methods for measuring NAP do not
allow for variations in the patient's particular NAP
score, unrelated to the pregnancy. Pregnancy is known to
lead to a significant increase in NAP score. But this
NAP score is an increase from the woman's "nominal" NAP
score before the pregnancy, so that a woman with a higher nominal NAP score should have a greater score when
elevated due to pregnancy. The variation in nominal
scores is, in the art, taken into account only in the mean, for a large number of patients, rather than for
each individual patient.
The Delta method uses the patient herself as a
control, not the statistical distributions. Multiple slides (subsamples) are prepared from the same specimen
(sample) . One slide can be exposed to urea, one slide can
be exposed to heat, and one slide untreated. The
untreated slide serves as the control. All of the slides
are stained together as a batch. When the slides are
scored, the difference that urea or heat exposure causes
in the NAP scores for that patient can be examined.
Alternatively, enzyme inhibitors of NAP can be used as
the treatment. For example, alkaline phosphatase
inhbitors such as levamisole or tetramisole may be used
in the treated samples.
According to the art, inhibitors of NAP, such as
urea, heat, and/or levamisole exposure of the subsamples
should not affect the NAP scores for a patient carrying a
Down's syndrome fetus as much as for a patient carrying a
normal fetus. Thus, for a Down's syndrome pregnancy, the
percentage decrease in NAP score from the untreated,
control slide to the exposed or treated slides should be
less than for a normal patient . This can be written in
terms of the quantities "Delta"as: Δu = [urea exposed NAP score] / [control NAP score]
and
Δh = [heat exposed NAP score] / [control NAP score] .
A Down's syndrome pregnancy should have a Δu and Δh
greater than a normal pregnancy. By analyzing many
cases, the ranges of Δu and Δh can be determined, where
the ranges define the high statistical likelihood of
Down's syndrome pregnancy as compared with a normal
pregnancy .
In the Delta method, the overall phenomenon of urea
and heat resistance in Down's syndrome pregnancies is
used only after this component of patient-to-patient
variation has been removed. The characteristics of this
phenomenon are reflected in the statistical determination
of what the different ranges of Δu and Δh represent.
A blood smear used to evaluate the presence of
alkaline phosphatase in neutrophils can be stained with a
solution of naphthol AS-bisphosphate salt and fast red
violet LB. AP coverts the soluble colorless substrate to
a colored insoluble precipitate. The presence of NAP in
the subsample is indicated by the red color of a precipitate formed by enzymatic hydrolysis. Many other
AP stains are known to those of skill in the art.
The subsample is usually counter-stained, for
example, with hematoxylin, to produce a blue insoluble precipitate in white blood cell nuclei. The
stained/counter-stained white blood cells can be
identified by having blue nuclei. Neutrophil cells are
identified based on the shape and size of the nuclei.
Thus, the low magnification processing identifies
candidate objects of interest, such as neutrophils, from the color, shape, and size of objects in the image.
Current automated systems have difficulty in
evaluating the amount of NAP present on a slide. For
NAP, the pathologist usually grades the neutrophils with a rating of 0 , 1, 2, 3, or 4 in accordance with a grading
scale, such as the one provided with the procedure for
using the reagent kit sold by Sigma Diagnostics for
demonstrating alkaline phosphatase activity in
leukocytes. According to that procedure, a pathologist
sums the subjectively assigned ratings for marker identifying precipitate in the first 100 neutrophils to
arrive at a score which may be used to determine the relative red intensity of the neutrophils in the cellular
sample. This score may then be used to determine whether
the condition associated with the presence of the marker
is indicated.
The Delta method can also be used to measure acid
phosphatase isoenzyme 5 (tartrate-resistant) . The
demonstration of tartrate-resistant acid phosphatase
(TRAP) activity has long been a cornerstone in the
diagnosis of hairy cell leukemia (HCL) . Acid phosphatase
exists as five isoenzymes. While acid phosphatase is
present in almost all leukocytes, isoenzyme 5 is
restricted to the cells of hairy cell leukemia, as well
as some other non-hematopoietic tissues. Isoenzyme 5 is
distinguished form other isoenzymes by an inability to be
inhibited by tartaric acid. The neoplastic cells in hairy
cell leukemia stain strongly positive for acid
phosphatase in the presence of tartrate.
The specimen for a TRAP assay can be unstained
peripheral blood or bone marrow aspirate smears,
anticoagulated peripheral blood or bone marrow, or other
body fluids In one method for performing a TRAP assay,
subsamples are prepared on slides. Stock solutions are
prepared, including (A) pararosanilin-HCl stock (pararosanilin 1 g; distilled water 20 ml; concentrated
HCl 5 ml. The pararosanilin is dissolved in the distilled
water and hydrochloric acid is added. The resulting
solution is heated gently, cooled, filtered, and stored
in aliquots in a refrigerator.); (B) sodium nitrite stock
(sodium nitrite 2 g; distilled water 50 ml. This solution
is prepared fresh or made into 0.4 ml aliquots and stored
in a deep freeze.); (c) veronal-acetate buffer stock
(sodium acetate (3 H20) 3.88 g; sodium barbitone 5.88 g; distilled water 200 ml) ; and (D) naphthol ASB1 phosphate stock (naphthol ASB1 phosphate 50 mg; dimethyl formamide
5 ml . This solution is put into 0.5 ml aliquots and
stored in a deep freeze.) .
Preparation of incubating solution includes the
following: First, pararosanilin-HCl (A) 0.4 ml and sodium
nitrite (40 mg/ml) (B) 0.4 ml. Pararosanilin is added
drop by drop to the thawed sodium nitrite, shaking well
after each addition until the solution is corn-colored
(leave to stand for at least 30 seconds) . Then, naphthol ASB1 phosphate (D) 0.5 ml , veronal acetate buffer stock
(c) 2.5 ml, and distilled water 6.5 ml are mixed
together well and then added the pararosanilin/sodium
nitrite solution. The pH is adjusted to 4.7-5.0, the
solution filtered, and used immediately. For
demonstrating tartrate resistant acid phosphatase, add 28
mg/10 ml of sodium tartrate to the incubating solution. A
control batch without sodium tartrate is used for control
sections .
The method of staining is as follows: (1) incubate
subsamples for 10-60 sec; (2) wash well in distilled and
then tap water (as the acidity of the solution can make
hematoxylin staining muddy) ; (3) counterstain, with 2%
methyl green for 15-30 sec. (hematoxylin can be used as
an alternative) ; (4) wash; and (5) dehydrate, then clear.
The results are that acid phosphatase activity stains
red.
If at any point the incubating solution is bright
red the method must be repeated as this means that the
sodium nitrite and pararosanilin have not reacted
adequately. The incubating medium should be a slightly
opalescent straw color. The Delta method can also be used to measure
α-naphthyl butyrate esterase. α-naphthyl butyrate
esterase is a non-specific esterase (NSE) with an
activity that is inhibited by fluoride. The presence of
α-naphthyl butyrate esterase is a measure of neutrophil
functional maturity, since α-naphthyl butyrate esterase
is present in high er levels in lymophoblasts than in
mature neutrophils. In other words, an increased
α-naphthyl butyrate esterase level can indicate leukemia.
This cytochemical stain is commonly used for the
diagnosis of acute myelogenous leukemias with monocytic
differentiation (FAB types M4 and M5) and is part of a
routine cytochemical stain panel for the diagnosis of
acute leukemia.
In the method of the invention, α-naphthyl butyrate
esterase is measured by the Delta method using a
non-specific esterase (NSE) assay with α-naphthyl butyrate
as a substrate and treatment sodium fluoride. An NSE
assay with α-naphthyl butyrate as a substrate no
treatment sodium fluoride serves as the control . The
specimen can be unstained peripheral blood or bone marrow
aspirate smears, anticoagulated peripheral blood or bone marrow, or other body fluids.
In another embodiment, the method measures residual
protein immunologically. The method of the invention may
use antibodies that are immunoreactive or bind to
epitopes of the target proteins. The term "epitope"
refers to any antigenic determinant on an antigen to
which the paratope of an antibody binds. Epitopes usually
consist of chemically active surface groupings of
molecules such as amino acids or sugar side chains and
usually have specific three dimensional structural
characteristics, as well as specific charge
characteristics. The term "antibody" includes intact
molecules as well as fragments thereof, such as Fab,
Fab', F(ab')2, Fv, and single chain- antibody that can bind
the epitope. These antibody fragments retain some
ability to bind selectively with antigen or receptor.
The antibody may consist essentially of pooled monoclonal
antibodies with different epitopic specificities, as well
as distinct monoclonal antibody preparations. Monoclonal
antibodies are made from antigen containing fragments of
the protein by methods well known in the art (see,
Kohler, et al . , Nature 256 : 495, 1975; Current Protocols in Molecular Biology, Ausubel et al . , ed. , 1989) . Methods
of making these fragments are known in the art (see, for
example, Harlow & Lane, Antibodies: A Laboratory Manual ,
Cold Spring Harbor Laboratory, New York, 1997) . If
needed, polyclonal or monoclonal antibodies can be
further purified, for example, by binding to and elution
from a matrix to which the peptide or a peptide to which
the antibodies are raised is bound. Those of skill in
the art will know of various techniques common in the
immunology arts for purification and/or concentration of
polyclonal antibodies, as well as monoclonal antibodies
( see, e . g. , Colligan et al . , Unit 9, Current Protocols in
Immunology, Wiley Interscience, 1997) . Antibodies,
including polyclonal and monoclonal antibodies, chimeric
antibodies, single chain antibodies and the like, have
with the ability to bind with high immunospecificity to
the target proteins. Antibodies may be employed in known
immunological procedures for qualitative or quantitative
detection of these proteins in cells, tissue samples,
sample preparations or fluids. These antibodies can be
unlabeled or suitably labeled with chromogenic dyes,
fluorogenic dyes, or coupled to enzymes that catalyze chromogenic or fluorogenic reactions. Thus, the binding
of antibody to target protein is assayable by image
analysis .
ELISA or other immunoaffinity methods can be used to
quantify protein. ELISA refers to an enzyme-.linked
jLmmunosorbant assay method for detecting antigens or
antibodies using enzyme-substrate reactions. The enzymes
are generally coupled to antibodies (either to antibodies
specific for the antigen or to anti-immunoglobulin) . The
amount of enzyme conjugate determined from the turnover
of an appropriate substrate, preferably one that produces
a colored product .
The Delta Method may be further performed with an
automated system. Such an automated system will quantify
the various samples and subsamples and calculate a Delta.
The automated method will be further understood with
reference to the description below.
Automated System
The invention provides a method for automated cell
image analysis that eliminates the need for operator
input to locate cell objects for analysis. A slide prepared with a subsample and reagent is
placed in a slide carrier which preferably holds four
slides. The slide carriers are loaded into an input
hopper. The operator enters data identifying the size,
shape and location of a scan area on each slide, or,
preferably, the system automatically locates a scan area
for each slide during slide processing. The operator
then activates the system for slide processing. At
system activation, a slide carrier is positioned on an X-
Y stage of an optical system. Any bar codes used to
identify slides are then read and stored for each slide
in a carrier. The entire slide is rapidly scanned at a
low magnification, typically lOx. At each location of
the scan, a low magnification image is acquired and
processed to detect candidate objects of interest.
Preferably, color, size and shape are used to identify
objects of interest. The location of each candidate
object of interest is stored.
At the completion of the low level scan for each
slide, in the carrier on the stage, the optical system is
adjusted to a high magnification such as 40x or 60x, and
the X-Y stage is positioned to the stored locations for the candidate objects of interest on each slide in the
carrier. A high magnification image is acquired for each
candidate object of interest and a series of image
processing steps are performed to confirm the analysis
which was performed at low magnification. A high
magnification image is stored for each continued object
or interest. These images are then available for
retrieval by a pathologist or cytotechnologist to review
for final diagnostic evaluation. Having stored the
location of each object of interest, a mosaic comprised
of the candidate objects of interest for a slide may be
generated and stored. The pathologist or
cytotechnologist may view the mosaic or may also directly
view the slide at the location of an object of interest
in the mosaic for further evaluation. The mosaic may be
stored on magnetic media for future reference or may be
transmitted to a remote site for review or storage. The
entire process involved in examining a single slide takes
on the order of 9-15 minutes (min) depending on scan area
size and the number of detected candidate objects of
interest . The processing of images acquired in the automated
scanning of the present invention preferably includes the
steps of transforming the image to a different color
space; filtering the transformed image with a low pass
filter; dynamically thresholding the pixels of the
filtered image to suppress background material;
performing a morphological function to remove artifacts
from the thresholded image; analyzing the thresholded
image to determine the presence of one or more regions of
connected pixels having the same color; and categorizing
every region having a size greater than a minimum size as
a candidate object of interest.
In another aspect of the invention, the scan area is
automatically determined by scanning the slide; acquiring
an image at each slide position; analyzing texture
information or each image to detect the edges of the
subsample; and storing the locations corresponding to the
detected edges to define the scan area.
According to yet another aspect of the invention,
automated focusing of the optical system is achieved by
initially determining a focal plane from an array of
points or locations in the scan area. The derived focal plane enables subsequent rapid automatic focusing in the
low power scanning operation. The focal plane is
determined by determining proper focal positions across
an array of locations and performing an analysis such as
a least squares fit of the array of focal positions to
yield a focal plane across the array. Preferably, a
focal position at each location is determined by
incrementing the position of a Z stage for a fixed number
of coarse and fine iterations. At each iteration, an
image is acquired and a pixel variance or other optical
parameter about a pixel mean for the acquired image is
calculated to form a set of variance data. A least
squares fit is performed on the variance data according
to a known function. The peak value of the least squares
fit curve is selected as an estimate of the best focal
position.
In another aspect of the present invention, another
focal position method for high magnification locates a
region of interest centered about a candidate object of
interest within a slide which were located during an
analysis of the low magnification images. The region of
interest is preferably n columns wide, where n is a power of 2. The pixels of this region are then processed using
a Fast Fourier Transform to generate a spectra of
component frequencies and corresponding complex magnitude
for each frequency component. Preferably, the complex
magnitude of the frequency components which range from
25% to 75% of the maximum frequency component are squared
and summed to obtain the total power for the region of
interest. This process is repeated for other Z positions
and the Z position corresponding to the maximum total
power for the region of interest is selected as the best
focal position. This process is preferably used to
select a Z position for regions of interest for slides
containing neutrophils stained with Fast Red to identify
alkaline phosphataase in cell cytoplasm and counter-
stained with hematoxylin to identify the nucleus of the
neutrophil cell. This focal method may be used with
other stains and types of cellular specimens.
In still another aspect of the invention, a method
for automated slide handling is provided. A slide is
mounted onto a slide carrier with a number of other
slides side-by-side. The slide carrier is positioned in
an input feeder with other slide carriers to facilitate automatic analysis of a batch of slides. The slide
carrier is loaded onto the X-Y stage of the optical
system for the analysis of the slides thereon.
Subsequently, the first slide carrier is unloaded into an
output feeder after automatic image analysis and the next carrier is automatically loaded.
Referring to the FIGURES, an apparatus for automated
cell image analysis of cellular specimens is generally
indicated by reference numeral 10 as shown in perspective view in FIG. 1 and in block diagram form in FIG. 2. The
apparatus 10 comprises a microscope subsystem 32 housed in a housing 12. The housing 12 includes a slide carrier
input hopper 16 and a slide carrier output hopper 18. A
door 14 in the housing 12 secures the microscope
subsystem from the external environment . A computer
subsystem comprises a computer 22 having a system processor 23, an image processor 25 and a communications
modem 29. The computer subsystem further includes a
computer monitor 26 and an image monitor 27 and other external peripherals including storage device 21, track
ball device 30, keyboard 28 and color printer 35. An
external power supply 24 is also shown for powering the system. Viewing oculars 20 of the microscope subsystem
project from the housing 12 for operator viewing. The
apparatus 10 further includes a CCD camera 42 for
acquiring images through the microscope subsystem 32. A
microscope controller 31 under the control of system
processor 23 controls a number of microscope subsystem
functions described further in detail. An automatic
slide feed mechanism 37 in conjunction with X-Y stage 38
provide automatic slide handling in the apparatus 10. An
illumination light source 48 projects light onto the X-Y
stage 38 which is subsequently imaged through the
microscope subsystem 32 and acquired through CCD camera
42 for processing in the image processor 25. A Z stage
or focus stage 46 under control of the microscope
controller 31 provides displacement of the microscope
subsystem in the Z plane for focusing. The microscope
subsystem 32 further includes a motorized objective
turret 44 for selection of objectives.
The purpose of the apparatus 10 is for the
unattended automatic scanning of prepared microscope
slides for the detection and counting of candidate
objects of interest such as cells. The preferred embodiment may be utilized for rare event detection in
which there may be only one candidate object of interest
per several hundred thousand normal cells, e . g. , one to
five candidate objects of interest per 2 square
centimeter area of the slide. The apparatus 10
automatically locates and counts candidate objects of
interest and estimates normal cells present in a cellular
specimen on the basis of color, size and shape
characteristics. A number of stains are used to
preferentially stain candidate objects of interest and
normal cells different colors, so that such cells can be
distinguished from each other.
A subsample can be prepared with a reagent to obtain a
colored insoluble precipitate. The apparatus is used to
detect this precipitate as a candidate object of
interest .
During operation of the apparatus 10, a pathologist
or laboratory technician mounts prepared slides onto
slide carriers. A slide carrier 60 is illustrated in
FIG. 8 and are described further below. Each slide
carrier holds up to 4 slides. Up to 25 slide carriers
are then loaded into input hopper 16. The operator can specify the size, shape and location of the area to be
scanned or alternatively, the system can automatically
locate this area. The operator then commands the system
to begin automated scanning of the slides through a
graphical user interface. Unattended scanning begins
with the automatic loading of the first carrier and slide
onto the precision motorized X-Y stage 38. A bar code
label affixed to the slide is read by a bar code reader
33 during this loading operation. Each slide is then
scanned at a user selected low microscope magnification,
for example, lOx, to identify candidate cells based on
their color, size and shape characteristics. The X-Y
locations of candidate cells are stored until scanning is
completed.
After the low magnification scanning is completed,
the apparatus automatically returns to each candidate
cell, reimages and refocuses at a higher magnification
such as 4Ox and performs farther analysis to confirm the
cell candidate. The apparatus stores an image of the
cell for later review by a pathologist. All results and
images can be stored to a storage device 21 such as a
removable hard drive or DAT tape or transmitted to a remote site for review or storage. The stored images for
each slide can be viewed in a mosaic of images for
further review. In addition, the pathologist or operator
can also directly view a detected cell through the
microscope using the included oculars 20 or on image
monitor 27.
Having described the overall operation of the
apparatus 10 from a high level, the further details of
the apparatus are now be described. Referring to FIG.
3, the microscope controller 31 is shown in more detail.
The microscope controller 31 includes a number of
subsystems connected through a system bus . A system
processor 102 controls these subsystems and is controlled
by the apparatus system processor 23 through an RS 232
controller 110. The system processor 102 controls a set
of motor-control subsystems 114 through 124 which control
the input and output feeder, the motorized turret 44, the
X-Y stage 38, and the Z stage 46 (FIG. 9) . The histogram
processor 108 receives input from CCD camera 42 for
computing variance data during the focusing operation
described further herein. The system processor 102 further controls an
illumination controller 106 for control of substage
illumination 48. The light output from the halogen light
bulb which supplies illumination for the system can vary
over time due to bulb aging, changes in optical
alignment, and other factors. In addition, slides which
have been "over stained" can reduce the camera exposure
to an unacceptable level . To compensate for these
effects, the illumination controller 106 is included.
This controller is used in conjunction with light control
software to compensate for the variations in light level.
The light control software samples the output from the
camera at intervals (such as between loading of slide
carriers) , and commands the controller to adjust the
light level to the desired levels. In this way, light
control is automatic and transparent to the user and adds
no additional time to system operation.
The system processor 23 is preferably an IBM
compatible PC with an Intel Pentium 90 MHZ processor, 32
MB of RAM, and two IGB hard drives with one hard drive
being removable. The operating system for system
processor 23 is Windows for Workgroups 3.1 available from Microsoft Corporation (Redmond, WA) . Image processor 25
is preferably a Matrox Imaging Series 640 board set
available from Matrox Electronics Systems, Ltd. (Dorval,
Quebec, CA) . The preferred image processor is provided
with support software and the Matrox Imaging Library
(MIL) . Microscope controller system processor 102 is an
Advanced Micro Devices AMD29K device.
Referring now to FIG. 4 & 5, further detail of the
apparatus 10 is shown. FIG. 4 shows a plan view of the
apparatus 10 with the housing 12 removed. A portion of
the automatic slide feed mechanism 37 is shown to the
left of the microscope subsystem 32 and includes slide
carrier unloading assembly 34 and unloading platform 36
which in conjunction with slide carrier unloading hopper
18 function to receive slide carriers which have been
analyzed.
Vibration isolation mounts 40, shown in further
detail in FIG. 5, are provided to isolate the microscope
subsystem 32 from mechanical shock and vibration that can
occur in a Apical laboratory environment . In addition to
external sources of vibration, the high speed operation
of the X-Y stage 38 can induce vibration into the microscope subsystem 2. Such sources of vibration can be
isolated from the electro-optical subsystems to avoid any
undesirable effects on image quality. The isolation
mounts 40 comprise a spring 40a and piston 40b submerged
in a high viscosity silicon gel which is enclosed in an elastomer membrane bonded to a casing to achieve damping factors on the order of 17% to 20%.
The automatic slide handling feature of the present
invention is now described. The automated slide handling subsystem operates on a single slide carrier at a time.
A slide carrier 60 is shown in FIG. 6a & 6b which provide
a top view and a bottom view, respectively. The slide
carrier 60 includes up to four slides 70 mounted with
adhesive tape 62. The carrier 60 includes ears 64 for hanging the carrier in the output hopper 18. An undercut 66 and pitch rack 68 are formed at the top edge of the slide carrier 60 for mechanical handling of the slide
carrier. A keyway cutout 65 is formed in one side of the
carrier 60 to facilitate carrier alignment. A prepared slide 72 mounted on the slide carrier 60 includes a
sample area 72a and a bar code label area 72b. FIG. 7a provides a top view of the slide handling
subsystem which comprises a slide input module 15, a
slide output module 17 and X-Y stage drive belt 50. FIG.
7b provides a partial cross-sectional view taken along
line A-A of FIG. 7a.
The slide input module 15 includes a slide carrier
input hopper 16, loading platform 52 and slide carrier
loading subassembly 54. The input hopper 16 receives a
series of slide carriers 60 (FIG. 6a & 6b) in a stack on
loading platform 52. A guide key 57 protrudes from a
side of the input hopper 16 to which the keyway cutout 65
(FIG. 6a) of the carrier is fit to achieve proper
alignment .
The input module 15 further includes a revolving
indexing cam 56 and a switch 90 mounted in the loading
platform 52, the operation of which is described further
below. The carrier subassembly 54 comprises an infeed
drive belt 59 driven by a motor 86. The infeed drive
belt 59 includes a pusher tab 58 for pushing the slide
carrier horizontally toward the X-Y stage 38 when the
belt is driven. A homing switch 95 senses the pusher tab
58 during a revolution of the belt 59. Referring specifically to FIG. 7a, the X-Y stage 38 is shown with x position and y postion motors 96 and 97
respectively which are controlled by the microscope
controller 31 (FIG. 3) and are not considered part of the
slide handling subsystem. The X-Y stage 38 further
includes an aperture 55 for allowing illumination to
reach the slide carrier. A switch 91 is mounted adjacent
the aperture 55 for sensing contact with the carrier and
thereupon activating a motor 87 to drive stage drive belt
50 (FIG. 7b) . The drive belt 50 is a double sided timing belt having teeth for engaging pitch rack 68 of the
carrier 60 (FIG. 6b) .
The slide output module 17 includes slide carrier
output hopper 18, unloading platform 6, and slide carrier unloading subassembly 34. The unloading subassembly 34
comprises a motor 89 for rotating the unloading platform
36 about shaft 98 during an unloading operation described
further below. An outfeed gear 93 driven by motor 88
rotatably engages the pitch rack 68 of the carrier 60 (FIG. 6b) to transport the carrier to a rest position
against switch 92. A springloaded hold-down mechanism
holds the carrier in place on the unloading platform 36. The slide handling operation is now described.
Referring to FIG. 8, a series of slide carriers 60 are
shown stacked in input hopper 16 with the top edges 60a
aligned. As the slide handling operation begins, the indexing cam 56 driven by motor 85 advances one
revolution to allow only one slide carrier to drop to the
bottom of the hopper 16 and onto the loading platform 52.
FIG. 8a-8d show the cam action in more detail. The
indexing cam 56 includes a hub 56a to which are mounted upper and lower leaves 56b and 56c respectively. The
leaves 56b, 56c are semicircular projections oppositely
positioned and spaced apart vertically. In a first
position shown in FIG. 8a, the upper leaf 56b supports the bottom carrier at the undercut portion 66. At a
position of the indexing cam 56 rotated 180°, shown in
FIG. 8b, the upper leaf 56b no longer supports the
carrier and instead the carrier has dropped slightly and
is supported by the lower leaf 56c. FIG. 8c shows the
position of the cam 56 rotated 270° wherein the upper
leaf 56b has rotated sufficiently to begin to engage the
undercut 66 of the next slide carrier while the opposite facing lower leaf 56c still supports the bottom carrier.
After a full rotation of 360' as shown in FIG. 8d, the
lower leaf 56c has rotated opposite the carrier stack and
no longer supports the bottom carrier which now rests on
the loading platform 52. At the same position, the upper
leaf 56b supports the next carrier for repeating the
cycle .
Referring again to FIG. 7a & 7b, when the carrier
drops to the loading platform 52, the contact closes
switch 90 which activates motors 86 and 87. Motor 86
drives the infeed drive belt 59 until the pusher tab 58
makes contact with the carrier and pushes the carrier
onto the X-Y stage drive belt 50. The stage drive belt
50 advances the carrier until contact is made with switch
91, the closing of which begins the slide scanning
process described further herein. Upon completion of the
scanning process, the X-Y stage 38 moves to an unload
position and motors 8, and 88 are activated to transport
the carrier to the unloading platform 36 using stage
drive belt 50. Motor 88 drives outfeed gear 93 to engage
the carrier pitch rack 68 of the carrier 60 (FIG. 6b) until switch 92 is contacted. Closing switch 92
activates motor 89 to rotate the unloading platform 36.
The unloading operation is shown in more detail in
end views of the output module 17 (FIG. 9a-9d) . In FIG.
9a, the unloading platform 36 is shown in a horizontal
position supporting a slide carrier 60. The hold-down
mechanism 94 secures the carrier 60 at one end. FIG. 9b
shows the output module 17 after motor 89 has rotated the
unloading platform 36 to a vertical position, at which point the spring loaded hold-down mechanism 94 releases the slide carrier 60 into the output hopper 18. The
carrier 60 is supported in the output hopper 18 by means
of ears 64 (FIG. 6a & 6b) . FIG. 9c shows the unloading platform 16 being rotated back towards the horizontal
position. As the platform 36 rotates upward, it contacts the deposited carrier 60 and the upward movement pushes
the carrier toward the front of the output hopper 18.
FIG. 9d shows the unloading platform 36 at the original
horizontal position after having output a series of slide
carriers 60 to the output hopper 18.
Having described the overall system and the automated slide handling feature, the aspects of the apparatus 10 relating to scanning, focusing and image processing is now described in further detail.
In some cases, an operator knows where the scan area
of interest is on the slide. Conventional preparation of
slides for examination provides repeatable and known
placement of the sample on the slide. The operator can
therefore instruct the system to always scan the same
area at the same location of every slide which is
prepared in this fashion. At other times, the area of
interest is not known, for example, where slides are
prepared manually with a known smear technique. One
feature of the invention automatically determines the scan area using a texture analysis process.
FIG. 10 is a flow diagram that describes the
processing associated with the automatic location of a
scan area. As shown in FIG. 10, the basic method is to pre-scan the entire slide area to determine texture
features that indicate the presence of a smear and to
discriminate these areas from dirt and other artifacts.
At each location of this scan, an image such as in
FIG. 12 is acquired and analyzed for texture information at steps 204 and 206. Since it is desired to locate the edges of the smear sample within a given image, texture analyses are conducted over areas called windows 78, which are smaller than the entire image as shown in FIG.
12. The process iterates the scan across the slide at steps 208, 210, 212, and 214.
In the interest of speed, the texture analysis
process is performed at a lower magnification, preferably at a 4x objective. One reason to operate at low
magnification is to image the largest slide area at any
one time. Since cells do not yet need to be resolved at this stage of the overall image analysis, the 4x
magnification is preferred. On a typical slide, as shown
in FIG. 11, a portion 72b of the end of the slide 72 is
reserved for labeling with identification information.
Excepting this label area, the entire slide is scanned in
a scan fashion 76 to yield a number of adjacent images.
Texture values for each window include the pixel
variance over a window, the difference between the
largest and smallest pixel value within a window, and other indicators. The presence of a smear raises the
texture values compared with a blank area . One problem with a smear is the non-uniform
thickness and texture. For example, the smear is likely
to be relatively thin at the edges and thicker towards
the middle due to the nature of the smearing process. To
accommodate for the non-uniformity, texture analysis
provides a texture value for each analyzed area. The
texture tends to gradually rise as the scan proceeds
across a smear from a thin area to a thick area, reaches
a peak, and then falls off again to a lower value as a
thin area at the edge is reached. The problem is then to
decide from the series of texture values the beginning
and ending, or the edges, of the smear. The texture
values are fit to a square wave waveform since the
texture data does not have sharp beginnings and endings .
After conducting this scanning and texture
evaluation operation, one must determine which areas of
elevated texture values represent the desired smear 74,
and which represent undesired artifacts. This
determination is accomplished by fitting a step function,
on a line by line basis to the texture values in step
216. This function, which resembles a single square wave
across the smear with a beginning at one edge, and end at the other edge, and an amplitude provides the means for
discrimination. The amplitude of the best-fit step
function is utilized to determine whether smear or dirt
is present since relatively high values indicate smear.
If a smear is present, the beginning and ending
coordinates of this pattern are noted until all lines
have been processed, and the smear sample area defined at
218.
After an initial focusing operation described
further herein, the scan area of interest is scanned to
acquire images for image analysis. The preferred method
of operation is to initially perform a complete scan of
the slide at low magnification to identify and locate
candidate objects of interest, followed by further image
analysis of the candidate objects of interest at high
magnification to confirm the objects as cells. An
alternate method of operation is to perform high
magnification image analysis of each candidate object of
interest; immediately after the object has been
identified at low magnification. The low magnification
scanning then resumes, searching for additional candidate
objects of interest. Since it takes on the order of a few seconds to change objectives, this alternate method of operation would take longer to complete.
The operator can pre-select a magnification level to
be used for the scanning operation. A low magnification
using a lOx objective is preferred for the scanning
operation since a larger area can be initially analyzed
for each acquired scan image. The overall detection
process for a cell includes a combination of decisions made at both low (lOx) and high magnification (40x)
levels. Decision making at the lOx magnification level
is broader in scope, i . e . , objects that loosely fit the
relevant color, size and shape characteristics are
identified at the lOx level. Analysis at the 40x magnification level then proceeds to refine the decision
making and confirm objects as likely cells or candidate
objects of interest. For example, at the 4Ox level, some
objects that were identified at lOx are artifacts which
the analysis process then rejects. In addition, closely packed objects of interest appearing at lOx are separated
at the 40x level.
When a cell straddles or overlaps adjacent image
fields, image analysis of the individual adjacent image fields could result in the cell being rejected or
undetected. To avoid missing such cells, the scanning
operation compensates by overlapping adjacent image
fields in both the x and y directions. An overlap amount
greater than half the diameter of an average cell is
preferred. In the preferred embodiment, the overlap is
specified as a percentage of the image field in the x and
y directions.
The time to complete an image analysis can vary
depending upon the size of the scan area and the number
of candidate cells, or objects of interest identified.
For one example, in the preferred embodiment, a complete
image analysis of a scan area of two square centimeters
in which 50 objects of interest are confirmed can be
performed in about 12 to 15 min. This example includes
not only focusing, scanning and image analysis but also
the saving of 4Ox images as a mosaic on hard drive 21
(FIG. 2) .
How ever the scan area is defined, an initial
focusing operation must be performed on each slide prior
to scanning. This focusing operation is required, since
slides differ, in general, in their placement in a carrier. These differences include slight (but
significant) variations of tilt of the slide in the
carrier. Since each slide must remain in focus during
scanning, the degree of tilt of each slide must be
determined. This determination is accomplished with an
initial focusing operation that determines the exact
degree of tilt, so that focus can be maintained
automatically during scanning.
The initial focusing operation and other focusing
operations to be described later utilize a focusing
method based on processing of images acquired by the
system. This method was chosen for simplicity over other
methods including use of beams reflected from the slide
surface and use of mechanical gauges . These other
methods also would not function properly when the
subsample is protected with a cover glass. The preferred
method results in lower system cost and improved
reliability, since no additional parts need be included
to perform focusing.
FIG. 13a provides a flow diagram describing the
"focus point" procedure. The basic method relies on the
fact that the pixel value variance (or standard deviation) taken about the pixel value mean is maximum at
best focus. A "brute-force" method could simply step
through focus, using the computer controlled Z or focus
stage, calculate the pixel variance at each step, and
return to the focus position providing the maximum
variance. Such a method would be too time consuming.
Therefore, additional features were added as shown in
FIG. 13a.
These features include the determination of pixel
variance at a relatively coarse number of focal
positions, and then the fitting of a curve to the data to
provide a faster means of determining optimal focus.
This basic process is applied in two steps, coarse and
fine .
During the coarse step at 220-230, the Z stage is
stepped over a user-specified range of focus positions,
with step sizes that are also user-specified. For coarse
focusing, these data are a close fit to a Gaussian
function. Therefore, this initial set of variance versus
focus position data are least-squares fit to a Gaussian
function at 228. The location of the peak of this Gaussian curve determines the initial or coarse estimate
of focus position for input to step 232.
A second stepping operation 230-242 is performed
utilizing smaller steps over a smaller focus range
centered on the coarse focus position. Experience
indicates that data taken over this smaller range are
generally best fit by a second order polynomial . Once
this least squares fit is performed at 240, the peak of
the second order curve provides the fine focus position
at 244.
FIG. 14 illustrates a procedure for how this
focusing method is utilized to determine the orientation
of a slide in the carrier. As shown, focus positions are
determined, as described above, for a fixed grid of
points centered on the scan area at 254. Should one or
more of these points lie outside the scan area, the
method senses this at 266 by venue of low values of pixel
variance. In this case, additional points are selected
closer to the center of the scan area. FIG. 15 shows the
initial array of points 80 and new point 89 selected
closer to the center. Once this array of focus positions
is determined at 268, a least squares plane is fit to this data at 270. Focus points lying too far above or
below this best-fit plane are discarded at 272 (such as
can occur from a dirty cover glass over the scan area) ,
and the data is then refit. This plane at 274 then
provides the desired Z position information for
maintaining focus during scanning.
After determination of the best-fit focus plane, the
scan area is scanned in an X raster scan over the scan
area as described earlier. During scanning, the X stage
is positioned to the starting point of the scan area, the
focus (Z) stage is positioned to the best fit focus
plane, an image is acquired and processed as described
later, and this process is repeated for all points over
the scan area. In this way, focus is maintained
automatically without the need for time-consuming
refocusing at points during scanning.
Prior to confirmation of cell objects at a 40x or
60x level, a refocusing operation is conducted, since the
use of this higher magnification requires more precise
focus than the best-fit plane provides. FIG. 16 provides
the flow diagram for this process. As may be seen, this
process is similar to the fine focus method described earlier in that the object is to maximize the image pixel
variance. This process is accomplished by stepping
through a range of focus positions with the Z stage at
276, 278, calculating the image variance at each position
at 278, fitting a second order polynomial to these data
at 282, and calculating the peak of this curve to yield
an estimate of the best focus position at 284, 286. This
final focusing step differs from previous ones in that
the focus range and focus step sizes are smaller since
this magnification requires focus settings to within 0.5
micron or better.
For some combinations of cell staining
characteristics, improved focus can be obtained by
numerically selecting the focus position that provides
the largest variance, as opposed to selecting the peak of
the polynomial. In such cases, the polynomial is used to
provide an estimate of best focus, and a final step
selects the actual Z position giving highest pixel
variance. Also, if at any time during the focusing
process at 40x or 60x the parameters indicate that the
focus position is inadequate, the system automatically
reveals to a coarse focusing process as described above with reference to FIG. 13A. This ensures that variations
in subsample thickness can be accommodated in an
expeditious manner.
For some cellular specimens and stains, the focusing
methods discussed above do not provide optimal focused
results. For example, certain white blood cells known as
neutrophils may be stained with Fast Red, a commonly
known stain, to identify alkaline phosphatase in the
cytoplasm of the cells. To further identify these cells
and the material within them, the specimen may be
counterstained with hematoxylin to identify the nucleus
of the cells. In cells so treated, the cytoplasm bearing
alkaline phosphatase becomes a shade of red proportionate
to the amount of alkaline phosphatase in the cytoplasm
and the nucleus becomes blue. However, where the
cytoplasm and nucleus overlap, the cell appears purple.
To find a best focal position at high magnification,
a focus method, such as the one shown in FIG. 13b, may be
used. That method begins by selecting a pixel near the
center of a candidate object of interest (Block 248) and
defining a region of interest centered about the selected
pixel (Block 250) . Preferably, the width of the region of interest is a number of columns which is a power of 2.
This width preference arises from subsequent processing
of the region of newest preferably using a one
dimensional Fast Fourier Transform (FFT) technique. As
is well known in the art, processing columns of pixel
values using the FFT technique is facilitated by making
the number of columns to be processed a power of two,
while the height of the region of interest is also a
power of two in the preferred embodiment, it need not be
unless a two dimensional FFT technique is used to process
the region of interest .
After the region of interest is selected, the
columns of pixel values are processed using the preferred
one dimensional FFT to determine a spectra of frequency
components for the region of interest (Block 252) . The
frequency spectra ranges from DC to some highest
frequency component. For each frequency component, a
complex magnitude is computed. Preferably, the complex
magnitudes for the frequency components which range from
approximately 25% of the highest component to
approximately 75% of the highest component are squared
and slimmed to determine the total power for the region of interest (Block 254) . Alternatively, the region of
interest may be processed with a smoothing window, such
as a Hanning window, to reduce the spurious high
frequency components generated by the FFT processing of
the pixel values in the region of interest . Such
preprocessing of the region of interest permits all
complex magnitude over the complete frequency range to be
squared and summed. After the power for a region has
been computed and stored (Block 256) , a new focal
position is selected, focus adjusted (Blocks 258, 260) ,
and the process repeated. After each focal position has
been evaluated, the one having the greatest power factor
is selected as the one best in focus (Block 262) .
The following describes the image processing methods
which are utilized to decide whether a candidate object
of interest, such as a stained cell, is present in a
given image, or field, during the scanning process.
Candidate objects of interest which are detected during
scanning are reimaged at higher (40x or 60x)
magnification, the decision confirmed, and a region of
interest for this cell saved for later review by the
pathologist . The image processing includes color space
conversion, low pass filtering, background suppression,
artifact suppression, morphological processing, and blob
analysis. One or more of these steps can optionally be
eliminated. The operator is provided with an option to
configure the system to perform any or all of these steps
and whether to perform certain steps more than once or
several times in a row. The sequence of steps can be
varied and thereby optimized for specific reagents or
reagent combinations; however, the sequence described
herein is preferred. The image processing steps of low
pass filtering, thresholding, morphological processing,
and blob analysis are generally known image processing
building blocks.
An overview of the preferred process is shown in
FIG. 17a. The preferred process for identifying and
locating candidate objects of interest in a stained
subsample on a slide begins with an acquisition of images
obtained by scanning the slide at low magnification
(Block 288) . Each image is then converted from a first
color space to a second color space (Block 290) and the
color converted image is low pass filtered (Block 292) . The pixels of the low pass filtered image are then
compared to a threshold (Block 994) and, preferably,
those pixels having a value equal to or greater than the
threshold are identified as candidate object of interest
pixels and those less than the threshold are determined
to be artifact or background pixels. The candidate
object of interest pixels are then morphologically
processed to identify groups of candidate object of
interest pixels as candidate objects of interest (Block
296) . These candidate objects of interest are then
compared to blob analysis parameters (Block 298) to
further differentiate candidate objects of interest from
objects which do not conform to the blob analysis
parameters and, thus, do not warrant further processing.
The location of the candidate objects of interest may be
stored prior to confirmation at high magnification. The
process continues by determining whether the candidate
objects of interest hare been confirmed (Block 300) . If
they have not been determined, the optical system is set
to high magnification (Block 302) and images of the slide
at the locations corresponding to the candidate objects
of interest identified in the low magnification images are acquired (Block 288) . These images are then color
converted (Block 290) , low pass filtered (Block 292) ,
compared to a threshold (Block 294) , morphologically
processed (Block 296) , and compared to blob analysis parameters (Block 298) to confirm which candidate objects
of interest located from the low magnification images are
objects of interest. The coordinates of the objects of
interest are then stored for future reference (Block
303) . In general, the candidate objects of interest, such
as stained cells, are detected based on a combination of
characteristics, including size, shape, and color. The
chain of decision making based on these characteristics preferably begins with a color space conversion process.
A camera, preferably a CCD camera, coupled to the microscope subsystem outputs a color image comprising a
matrix of 640 x 480 pixels. Each pixel comprises red,
green and blue (RGB) signal values.
It is desirable to transform the matrix of RGB values to a different color space because the difference
between candidate objects of interest and their
background, such as stained cells, may be determined from their respective colors. Subsamples are generally
stained with one or more industry standard stains ( e . g. ,
DAB, New Fuchsin, AEC) which are "reddish" in color.
Candidate objects of interest retain more of the stain
and thus appear red while normal cells remain unstained.
The subsamples may also be counter- stained with
hematoxylin so the nuclei of normal cells or cells not
containing an object of interest appear blue. In
addition to these objects, dirt and debris can appear as
black, gray, or can also be lightly stained red or blue
depending on the staining procedures utilized. The
residual plasma or other fluids also present on a smear
may also possess some color.
In the color conversion operation, a ratio of two of
the RGB signal values is formed to provide a means for
discriminating color information. With three signal
values for each pixel, nine different ratios can be
formed :
R/R, R/G, R/B, G/G, G/B, G/R, B/B, B/G, B/R
where R is red, G is green, and B is red.
The optimal ratio to select depends upon the range
of color information expected in the subsample. As noted above, typical stains used for detecting candidate
objects of interest are predominantly red, as opposed to
predominantly green or blue. Thus, the pixels of a cell
of interest which has been stained contain a red
component which is larger than either the green or blue
components. A ratio of red divided by blue (R/B)
provides a value which is greater than one for stained
cells but is approximately one for any clear or white
areas on the slide. Since the remaining cells, i.e.,
normal cells, typically are stained blue, the R/B ratio
for pixels of these latter cells yields values of less
than one. The R/B ratio is preferred for clearly
separating the color information typical in these
applications .
FIG. 17b illustrates the flow diagram by which this
conversion is performed. In the interest of processing
speed, the conversion is implemented with a look-up-
table. The use of a look up table for color conversion
accomplishes three functions: (1) performing a division
operation; (2) scaling the result for processing as an
image having pixel values ranging from 0 to 255; and (3)
defining objects that have low pixel values in each color band (R,G,B) as "black" to avoid infinite ratios ( i . e . ,
dividing by zero) . These "black" objects are typically
stalking artifacts or can be edges of bubbles caused by pasting a cover glass over the subsample.
Once the look-up-table 304 is built for the specific
color ratio (i . e . , choices of cell stains), each pixel in
the original RGB image is converted at 308 to produce the
output. In this way, the desired objects of interest can
be numerically discriminated. The resulting 640 x 480
pixel matrix, referred to as the X-image, is a gray scale
image having values ranging from 0 to 255.
Other methods exist for discriminating color
information. One classical method converts the RGB color
information into another color space, such as HSI (hue,
saturation, intensity) space. In such a space,
distinctly different hues such as red, blue, green,
yellow, may be readily separated. In addition,
relatively lightly stained objects may be distinguished
from more intensely stained ones by virtue of differing saturations. However, converting from RGB space to HSI
space requires more complex computation. Conversion to a
color ratio is faster; for example, a full image can be converted by the ratio technique of the present invention
in about 10 ms while an HSI conversion can take several
seconds .
In yet another approach, one could obtain color
information by taking a single color channel from the
camera. As an example, consider a blue channel, in which
objects that are red are relatively dark. Objects which
are blue, or white, are relatively light in the blue
channel. In principle, one could take a single color
channel, and simply set a threshold wherein everything
darker than some threshold is categorized as a candidate
object of interest, for example, a stained cell, because
it is red and hence dark in the channel being reviewed.
However, one problem with the single channel approach
occurs where illumination is not uniform. Non-uniformity
of illumination results in non-uniformity across the
pixel values in any color channel, for example, tending
to peak in the middle of the image and dropping off at
the edges where the illumination falls off. Performing
thresholding on this non-uniform color information runs
into problems, as the edges sometimes fall below the
threshold, and therefore it becomes more difficult to pick the appropriate threshold level. However, with the
ratio technique, if the values of the red channel fall
off from center to edge, then the values of the blue
channel also fall off center to edge, resulting in a
uniform ratio. Thus, the ratio technique is more immune
to illumination non-uniformities.
As previously described, the color conversion scheme
is relatively insensitive to changes in color balance,
i . e . , the relative outputs of the red, green, and blue
channels. However, some control is necessary to avoid
camera saturation, or inadequate exposures in any one of
the color bands. This color balancing is performed
automatically by utilizing a calibration slide consisting
of a clear area, and a "dark" area having a known optical
transmission or density. The system obtains images from
the clear and "dark" areas, calculates "white" and
"black" adjustments for the image processor 25, and
thereby provides correct color balance.
In addition to the color balance control, certain
mechanical alignments are automated in this process. The
center point in the field of view for the various
microscope objectives as measured on the slide can vary by several (or several tens of) microns. This results
from slight variations in position of the microscope
objectives 44a as determined by the turret 44 (FIG. 4) ,
small variations in alignment of the objectives with
respect to the system optical axis, and other factors.
Since it is desired that each microscope objective be
centered at the same point, these mechanical offsets must
be measured and automatically compensated.
This compensation is accomplished by imaging a test
slide which contains a recognizable feature or mark. An
image of this pattern is obtained by the system with a
given objective, and the position of the mark determined.
The system then rotates the turret to the next lens
objective, obtains an image of the test object, and its
position is redetermined. Apparent changes in position
of the test mark are recorded for this objective. This
process is continued for all objectives.
Once these spatial offsets have been determined,
they are automatically compensated for by moving the
stage 38 by an equal (but opposite) amount of offset
during changes in objective. In this way, as different lens objectives are selected, there is no apparent strife
in center point or area viewed.
A low pass filtering process precedes thresholding.
An objective of thresholding is to obtain a pixel image
matrix having only candidate objects of interest, such as
stained cells above a threshold level and everything else
below it. However, an actual acquired image contains noise. The noise can take several forms, including white
noise and artifacts. The microscope slide can have small
fragments of debris that pick up color in the staining
process and these are known as artifacts. These artifacts are generally small and scattered areas, on the
order of a few pixels, which are above the threshold.
The purpose of low pass filtering is to essentially blur
or smear the entire color converted image. The low pass
filtering process smears artifacts more than larger
objects of interest, and thereby eliminate or reduce the
number of artifacts that pass the thresholding process.
The result is a cleaner thresholded image downstream.
In the low pass filter process, a 3 x 3 matrix of
coefficients is applied to each pixel in the 640 x 480 x-
image . A preferred coefficient matrix is as follows: 1/9 1/9 1/9 1/9 1/9 1/9 1/9 1/9 1/9
At each pixel location, a 3 x 3 matrix comprising the
pixel of interest and its neighbors is multiplied by the
coefficient matrix and summed to yield a single value for
the pixel of interest .
The output of this spatial convolution process is
again a 640 x 480 matrix.
As an example, consider a case where the center
pixel and only the center pixel, has a value of 255 and
each of its other neighbors, top left, top, top right and
so forth, have values of 0. This singular white pixel
case corresponds to a small object. The result of the
matrix multiplication and addition using the coefficient
matrix is a value of 1/9 (255) or 28 for the center
pixel, a value which is below the nominal threshold of
128. Now consider another case in which all the pixels
have a value of 255 corresponding to a large object.
Performing the low pass filtering operation on a 3 x 3
matrix for this case yields a value of 255 for the center
pixel. Thus, large objects retain their values while
small objects are reduced in amplitude or eliminated. In the preferred method of operation, the low pass filtering
process is performed on the X image twice in succession.
To separate objects of interest, a thresholding
operation is performed designed to set pixels within
cells of interest to a value of 255, and all other areas
to 0. Thresholding ideally yields an image in which
cells of interest are white and the remainder of the
image is black. A problem one faces in thresholding is
where to set the threshold level . One cannot simply
assume that cells of interest are indicated by any pixel
value above the nominal threshold of 128. A typical
imaging system may use an incandescent halogen light bulb
as a light source. As the bulb ages, the relative
amounts of red and blue output can change. The tendency
as the bulb ages is for the blue to drop off more than
the red and the green. To accommodate for this light
source variation over time, a dynamic thresholding
process is used whereby the threshold is adjusted
dynamically for each acquired image. Thus, for each 640
x 480 image, a single threshold value is derived specific
to that image . As shown in FIG. 18, the basic method is to calculate, for each field, the mean X value, and the
standard deviation about this mean at 312. The threshold is then set at 314 to the mean
plus an amount defined by the product of a (user
specified) factor and the standard deviation of the color
converted pixel values. The standard deviation
correlates to the structure and number of objects in the
image. Preferably, the user specified factor is in the
range of approximately 1.5 to 2.5. The factor is
selected to be in the lower end of the range for slides in which the stain has primarily remained within cell boundaries and the factor is selected to be in the upper
end of the range for slides in which the stain is
pervasively present throughout the slide. In this way,
as areas are encountered on the slide with greater or
lower background intensities, the threshold may be raised
or lowered to help reduce background objects. With this method, the threshold changes in step with the aging of
the light source such that the effects of the aging are
canceled out. The image matrix resulting at 316 from the thresholding step is a binary image of black (0) and
white (255) pixels.
As is often the case with thresholding operations
such as that described above, some undesired areas lies
above the threshold value due to noise, small stained
cell fragments, and other artifacts. It is desired and
possible to eliminate these artifacts by virtue of their
small size compared with legitimate cells of interest.
Morphological processes are utilized to perform this
function.
Morphological processing is similar to the low pass
filter convolution process described earlier except that
it is applied to a binary image. Similar to spatial
convolution, the morphological process traverses an input
image matrix, pixel by pixel, and places the processed
pixels in an output matrix. Rather than calculating a
weighted sum of neighboring pixels as in the low pass
convolution process, the morphological process uses set
theory operations to combine neighboring pixels in a
nonlinear fashion.
Erosion is a process whereby a single pixel layer is
taken away from the edge of an object. Dilation is the opposite process which adds a single pixel layer to the
edges of an object. Fine power of morphological
processing is that it provides for further discrimination
to eliminate small objects that have survived the
thresholding process and yet are not likely the cells of interest. The erosion and dilation processes that make
up a morphological "open" preferably make small objects
disappear yet allows large objects to remain.
Morphological processing of binary images is described in
detail in Digi tal Image Processing (G.A. Saxes, John
Wiley & Sons, 1994, pp. 127-137) .
FIG. 19 illustrates the flow diagram for this
process. As shown hex, a morphological "open" process
performs this suppression. A single morphological open
consists of a single morphological erosion 320 followed
by a single morphological dilation 322. Multiple "opens"
consist of multiple erosions by multiple dilations. In
the preferred embodiment, one or two morphological opens are found to be suitable.
At this point in the processing chain, the processed
image contains thresholded objects of interest, such as
stained cells (if any were present in the original image) , and possibly some residual artifacts that were
too large to be eliminated by the processes above.
FIG. 20 provides a flow diagram illustrating a blob
analysis performed to determine the number, size, and
location of objects in the thresholded image. A blob is
defined as a region of connected pixels having the same
"color", in this case, a value of 255. Processing is
performed over the entire image to determine the number of such regions at 324 and to determine the area and x,y
coordinates for each detected blob at 326.
Comparison of the size of each blob to a known
determined area at 328 for a stained cell allows a
refinement in decisions about which objects are objects of interest, such as stained cells, and which are
artifacts. The location (x,y coordinates) of objects
identified as cells of interest in this stage are saved
for the final 4Ox reimaging step described below. Objects not passing the size test are disregarded as
artifacts . The processing chain described above identifies
objects at the scanning magnification as cells of
interest candidates. As illustrated in FIG. 21, at the completion of scanning the system switches to the 4Ox
magnification objective at 330, and each candidate is
reimaged to confirm the identification 332. Each 40x
image is reprocessed at 334 using the same steps as
described above but with test parameters suitably
modified for the higher magnification ( e . g. , area). At
336, a region of interest centered on each confirmed cell
is saved to the hard drive for review by the pathologist.
As noted earlier, a mosaic of saved images is made available for viewing by the pathologist. As shown in
FIG. 22, a series of images of cells which have been
confirmed by the image analysis is presented in the
mosaic 150. The pathologist can then visually inspect
the images to make a determination whether to accept (152) or reject (153) each cell image. Such a
determination can be noted and saved with the mosaic of
images for generating a printed report.
In addition to saving the image of the cell and its region, the cell coordinates are saved should the
pathologist wish to directly view the cell through the oculars or on the image monitor. In this case, the pathologist reloads the slide carrier, selects the slide and cell for review from a mosaic of cell images, and the
system automatically positions the cell under the
microscope for viewing.
Normal cells whose nuclei have been stained with
hematoxylin are often quite numerous, numbering in the thousands per lOx image. Since these cells are so
numerous, and since they tend to clump, counting each
individual nucleated cell would add an excessive
processing burden, at the expense of speed, and would not
necessarily provide an accurate count due to clumping. The apparatus performs an estimation process in which the
total area of each field that is stained hematoxylin blue
is measured and this area is divided by the average size
of a nucleated cell. FIG.' 23- outlines this process.
In this process, a single color band (the red
channel provides the best contrast for blue stained
nucleated cells) is processed by calculating the average pixel value for each field at 342, establishing two
threshold values (high and low) as indicated at 334, 346,
and counting the number of pixels between these two
values at 348. In the absence of dirt, or other opaque debris, this provides a count of the number of
predominantly blue pixels. By dividing this value by the
average area for a nucleated cell at 350, and looping
over all fields at 352, an approximate cell count is
obtained. Preliminary testing of this process indicates
an accuracy with +/- 15%. For some slide preparation techniques, the size of nucleated cells can be
significantly larger than the typical size. The operator
can select the appropriate nucleated cell size to
compensate for these characteristics.
As with any imaging system, there is some loss of
modulation transfer ( i . e . , contrast) due to the
modulation transfer function (MTF) characteristics of the
imaging optics; camera, electronics, and other
components. Since it is desired to save "high quality"
images of cells of interest both for pathologist review
and for archival purposes, it is desired to compensate for these MTF losses.
An MTF compensation, or MTFC, is performed as a
digital process applied to the acquired digital images.
A digital filter is utilized to restore the high spatial
frequency content of the images upon storage, while maintaining low noise levels. With this MTFC technology,
image quality is enhanced, or restored, through the use
of digital processing methods as opposed to conventional
oil-immersion or other hardware based methods. MTFC is
described further in The Image Processing Handbook (J.C. Rues, CRC Press, 1995, pp. 225 and 337) .
Referring to FIG. 24, the functions available in a
user interface of the apparatus 10 are shown. From the
user interface, which is presented graphically on computer monitor 26, an operator can select among
apparatus functions which include acquisition 402,
analysts 404, and system configuration 406. At the
acquisition level 402, the operator can select between
manual 408 and automatic 410 modes of operation. In the manual mode, the operator is presented with manual
operations 409. Patient information 414 regarding an
assay can be entered at 412. In the analysis level 404,
review 416 and report 418 functions are made available. At the review level 416, the operator can select a montage function 420. At this montage level, a
pathologist can perform diagnostic review functions
including visiting an image 422, accept/reject of cells 424, nucleated cell counting 426, accept/reject of cell
counts 428, and saving of pages at 430. The report level
418 allows an operator to generate patient reports 432.
In the configuration level 406, the operator can
select to configure preferences at 434, input operator
information 437 at 436, create a system log at 438, and
toggle a menu panel at 440. The configuration
preferences include scan area selection functions at 442,
452; montage specifications at 444, bar code handling at
446, default cell counting at 448, stain selection at
450, and scan objective selection at 454.
Computer Implementation
Aspects of the invention may be implemented in
hardware or software, or a combination of both. However,
preferably, the algorithms and processes of the invention
are implemented in one or more computer programs
executing on programmable computers each comprising at
least one processor, at least one data storage system
(including volatile and non-volatile memory and/or
storage elements) , at least one input device, and at
least one output device. Program code is applied to input data to perform the functions described herein and
generate output information. The output information is
applied to one or more output devices, in known fashion.
Each program may be implemented in any desired
computer language (including machine, assembly, high
level procedural, or object oriented programming
languages) to communicate with a computer system. In any
case, the language may be a compiled or interpreted
language .
Each such computer program is preferably stored on a
storage media or device ( e . g. , ROM, CD-ROM, tape, or
magnetic diskette) readable by a general or special
purpose programmable computer, for configuring and
operating the computer when the storage media or device
is read by the computer to perform the procedures
described herein. The inventive system may also be
considered to be implemented as a computer-readable
storage medium, configured with a computer program, where
the storage medium so configured causes a computer to
operate in a specific and predefined manner to perform
the functions described herein. A number of embodiments of the present invention
have been described. Nevertheless, various modifications
may be made without departing from the spirit and scope of the invention. Accordingly, the invention is not to
be limited by the specific illustrated embodiment, but
only by the scope of the appended claims.

Claims

CLAIMSWe claim:
1. An automated method for the measurement of residual
protein in a treated cellular specimen, comprising:
(a) providing a plurality of stained subsamples
from a cellular specimen, wherein
(1) at least one of the subsamples has been
treated before being stained;
(2) at least one of the samples has not been
treated; and
(3) the untreated subsample and the treated
subsample had been stained together;
(b) automatically selecting a Z position in each
subsample for a candidate object of interest;
(c) automatically obtaining a low magnification
image of the candidate objects of interest in
each subsample;
(d) automatically filtering the candidate object of
interest pixels in each subsample with a low
pass filter; (e) automatically morphologically processing the
candidate object of interest pixels in each
subsample to identify artifact pixels;
(f) automatically identifying the candidate objects
of interest in each subsample from the
remaining candidate object of interest pixels
in the subsample not identified as artifact
pixels;
(g) adjusting the apparatus to a higher
magnification;
(h) automatically acquiring a higher magnification
image of the subsample, at the location
coordinates corresponding to the low
magnification image, for each candidate object
of interest;
(i) automatically transforming pixels of the higher
magnification image in the first color space to
a second color space to differentiate higher
magnification candidate objects of interest
pixels from background pixels;
(j) automatically identifying, at high
magnification, objects of interest from the candidate object of interest pixels in the
second color space;
(k) scoring the protein level in the untreated
subsamples;
(1) scoring the protein level in the treated
subsamples; and
(m) determining
Δ = [protein level in the treated
subsamples] / [protein level in the untreated
subsamples] , wherein Δ is a measurement of the
residual component of a cellular protein.
2. The method of claim 1, wherein the first color space
includes red, green, and blue components for each
pixel and the transforming step includes forming a
ratio between two components of the red, blue and
green components for each pixel in the first color
space to transform the pixels to the second color
space .
3. The method of claim 1, wherein the first color space
includes red, green, and blue components for each pixel and the transforming step includes converting
components of the red, blue and green components for each pixel in the first color space to pixel values
in a hue, saturation, and intensity space.
4. The method of claim 1, wherein the first color space includes red, green, and blue components for each
pixel and the transforming step includes comparing
pixel values for a single component for each pixel
to a threshold to identify pixels having a component value equal to or greater than said threshold as
candidate object of interests pixels and pixels
having a component value less than the threshold as background pixels.
5. The method of claim 1, wherein the treatment is
selected from the group consisting of acid, base,
high salt, low salt, urea, heat, detergent, and incubation with an enzyme inhibitor.
6. The method of claim 1, wherein the cellular protein
is an enzyme.
7. The method of claim 6, wherein the enzyme is
alkaline phosphatase (AP) .
8. The method of claim 7, wherein the treatment is
selected from the group consisting of urea and heat.
9. The method of claim 6, wherein the enzyme is acid
phosphatase (AP) .
10. The method of claim 9, wherein the treatment is
incubation with tartrate.
11. The method of claim 6, wherein the enzyme is
α-naphthyl butyrate esterase.
12. The method of claim 11, wherein the treatment is
incubation with fluoride.
13. The method of claim 1, wherein the cellular protein
is assayed immunologically.
14. The method of claim 1, wherein the image is a color
image .
15. The method of claim 1, wherein the image is a
digital image.
16. A computer program, residing on a computer-readable
medium, for obtaining images of subsamples of a
cellular specimen, the computer program comprising
instructions for causing a computer to:
(a) select a Z position in each treated and
untreated subsample for candidate object of
interest;
(b) obtain a low magnification image of the
candidate object of interest in each subsample;
(c) filter the candidate object of interest pixels
in each subsample with a low pass filter;
(d) morphologically process the candidate object of
interest pixels in each subsample to identify
artifact pixels;
(e) identify the candidate object of interest in
each subsample from the remaining candidate object of interest pixels in the subsample not
identified as artifact pixels;
(f) adjust the apparatus to a higher magnification;
(g) acquire a higher magnification image of the
subsample, at the location coordinates
corresponding to the low magnification image,
for each candidate object of interest;
(h) transform pixels of the higher magnification
image in the first color space to a second
color space to differentiate higher
magnification candidate objects of interest
pixels from background pixels;
(i) identify, at higher magnification, object of
interest from the candidate object of interest
pixels in the second color space;
(j) score a protein level in the untreated
subsamples;
(k) score a protein level in the treated
subsamples; and
(1) calculate a Δ = [protein level in the treated
subsamples] / [protein level in the untreated subsamples] , wherein Δ is a measurement of the residual component of a
cellular protein.
PCT/US2000/018517 1999-07-09 2000-07-07 Automated method for image analysis of residual protein WO2001006446A1 (en)

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