User Information Plan Document Information: Filename Current Owner Product Identifier Project Identifier Current Lifecycle Phase Form Rev. Apr. 10, 2000 USERINFO.DOC Deborah Perkins H8966A Agilent 1100 Series LC/MSD Trap Operation SS020138 Release Revision Log: Version Date A.00 January 6, 2003 A.01 January 8, 2003 A.02 October 6, 2005 Reason For Update Initial user information plan. Added Course Timing Considerations provided by John Hughes Update for XCT Series and Revision 6.0 Software Expected Product Availability Date on EPI Warehouse: October 2005. Localization- 2005 English only Product Delivery Requirements Agilent 1100 Series LC/MSD Trap Techniques and Software Operation H8966A 4 days This course is designed for those who want to enhance their skills in the techniques and software operation of the Agilent 1100 Series LC/MSD Trap, SL and VL. The course utilizes a lecture format with laboratories using a laptop or ChemStation computer. An LC/MSD Trap instrument is not present. Current software revision is 4.2. Student Prerequisites A basic liquid chromatography course such as H1186A, Techniques of HPLC, is required. A basic mass spectrometry course is desirable as well as one month on the instrument. 2. Course Outline with correlation to file names: Ion Trap Overview……………………..……………………………………………01_overview.ppt/.doc Understanding API…………….…………………………………………………………..02_API.ppt/doc Understanding Ion Trap Mass Spectrometry…………………………………………….03_itms.ppt/doc Basics of LC/MS/MS …………………………………………………………….04_basicslcmsms.ppt/doc Agilent Technologies For Internal Use Only 1 LC/MSD TRAP Sample Introduction and HPLC Configurations…….………05_sampleintro.ppt/doc Optimizing ESI and APCI for On-Line LC/MS Analysis……………………...06_optimization.ppt/doc Laboratory: Understanding API Processes and Ion Trap MS/MS………..……07_labapilcms.ppt/doc LC/MSD ChemStation and Windows Overview………………………………..08_chemstation.ppt/doc Laboratory Exercise: Chemstation and Windows.………………………….09_chemstationlab.ppt/doc Starting and Shutting Down………..….……………………………………10_start_shutdownw.ppt/doc Tuning and Calibrating…………………..…………………………………………11_tune_calib.ppt/doc Laboratory Exercise: Tuning and Calibrating………..……………………………….12_tuninglab.doc Flow Injection Analysis (FIA)………………………………………………..13_Flow_inj_analy.ppt/doc Laboratory Exercise: Flow Injection Analysis……………………….………………14_lab_flowinj.doc Data Acquisition…………………………………………………………………… 15_acquisition.ppt/doc Developing Acquisition Methods…………………………………………… 16_acquistion_meth.ppt/doc Laboratory Exercise: Acquisition Methods………………………………..…..17_lab_aqumethods.doc Qualitative Data Analysis………………………………………………………18_qual_Anaysis.ppt/doc Laboratory Exercise: Qualitative Data Analysis………..………………………………19_quallab.doc Sequences……………………………………………………………………..………20_sequence.ppt/doc Laboratory Exercise: Sequences………………………………………….…………21_labsequence.doc Quantitation Using the LC/MSD TRAP………………………………………22_quant_theory.ppt/doc Laboratory Exercise: Quantitation Theory………………………………………..23_quantlab.ppt/doc Integration…………………………………………………………….……………24_integration.ppt/doc Laboratory Exercise………………………………………………………………...25_integrationlab.doc QuantAnalysis…………………………………………………………………….26_quantitation.ppt/doc Laboratory Exercise: QuantAnalysis…………………………………………….27_quantitationlab.doc Reporting………………………………………………………………………………28_reports.ppt/doc Laboratory Exercise:Reporting…………………………………………………………29_labreport.doc Diagnosis and Maintenance……………………………………………30_diagnosis_maintenace.ppt/doc Laboratory Exercise: Diagnosis and Maintenance………………………………31_labmaintenace.doc Libraries…………………………………………………………………………………32_library.ppt/doc Agilent Technologies For Internal Use Only 2 Laboratory Exercise: Libraries…………………………………………….33_lablibrarysearch.ppt/doc Deconvolution……...…………………………………………………………….34_deconvolution.ppt/doc Laboratory Exercise: Deconvolution …………………………………………..35_deconvolutionlab.doc Tools for Peptide Analysis ………………………………………………….………..36_proteinid.ppt/doc Basics of Mass Spectral Information Obtained by the LC/MSD TRAP………..37_spectinterp.ppt/doc The whole course manual is contained in two volumes found in the following files: Volume 1: H8966Ast1.doc Volume 2: H8966Ast2.doc To view the instructor notes, load the Word document and click on the Show/Hide icon. To print an instructor module: File, Print, Options, select Hidden text, OK, Print. All laboratories are conducted with software revision 6.0. Data, method, and sequence files are essential for the laboratory exercises. These are found in Datafiles.exe. You will also need some of demonstration files that come with the software. If acquiring the data files from a CD-ROM, remove the read-only designations. Four pdf files are available for professional printing: H8966Ast1.pdf H8966Ast2.pdf H8966Ainst1.pdf H8966Ainst2.pdf The instructor pdf files include the userinformation plan (set up directions). Time on topics The following are suggestions concerning the time and importance of each section of the course provided by John Hughes with inputs from other instructors. Suggested time schedule for topics Day 1 Survey the class to determine how much time should be spent on API theory. This is covered several times in the course. Spend the amount of time appropriate to the student’s need on this initial section, and avoid repetition later in the course. Section Suggested time Overview Module 1 1 hr API Module 2 1hr Ion Trap MS Module 3 1.5hr Transport CID Module 4 minimum time: just make the point Don’t do transport CID on the trap. Agilent Technologies For Internal Use Only 3 Tandem MS Module 4 good overview, minimize time (Spl Introd, LC Method Conv Module 5 See specific topics below) Inlet modes 15” Capillary LC, CE/MS 5-10”, VERY brief overview Column and mobile phase 15-30”, depending on questions; VERY important material Optimization/Solution Chem Module 6 1.5 hr Some of this is previously covered. Focus on new material and not revisiting ionization mechanisms. This is good method development information. Lab Exercise- Check your… Module 7 Time as needed for discussion. Recommend ending Day 1 with this, or beginning Day 2 with this as a review. Day 2 30”, If not done on Day 1 Lab exercise ChemStn/Windows overview Module 8 WinNT, 15” max; course must assume some Windows familiarity. Maintaining computer is important. 5-10”, important for new ChemStn users Chemstation Lab Exercise Module 9 30” max; Windows portion optional Starting up/shutting down Module 10 30”. Important topics: starting up from shutdown; using Standby; shutting down; checking status (vacuum, helium, etc). Do not read thru EVERY possible combination of state change! Calibration and Tuning Module 11 Explain differences between “tuning” (optimizing parameters for a particular analysis) and calibrating (ensuring the instrument gives a correct result). Suggest calling 800# if calibrations fail, rather than creating calibration problems. Lab exercise Module 12 15” if live instrument available for demonstration FIA, Lab Exercise Module 14 15”; primarily ChemStn instructions for doing flow injection with autosampler. Clarify FIA Series on LCMSD only if brought up by student. Data Acquisition Module 15 30”. Most of the time should be spent on the different modes of MSMS. Agilent Technologies For Internal Use Only 4 VOLUME 2 Developing Acquisition Methods Module 16 1 hr cover differences between LC, MSonly, LCMS methods (xxx.M, xxx.ms, xxx.M containing MS part (Msmethod.yep). Emphasize making template method from the write-protected method def_lcms.m, making all new methods from that. After setting up MS method and LC method, demonstrate adding MS part to LC-only method. Ensure that students understand that they do not have to make parallel .M and .ms methods!! Module 17 30”, to include practice on creating LC/MS methods from LC-only and LC/MS or MSonly methods. Qualitative analysis Module 18 1 hr. Important topics which must be illustrated: -autoscaling axes –zooming, unzooming –use of left and right mouse buttons on axes to scroll and expand –use of Ctl key with mouse to select spectra and rapidly scroll across chromatogram –use of context-sensitive menu (R-click in Chro window) to rapidly add TICs and BPCs, edit chros, change # of ListWindows. Lab exercise, Qualitative analysis Module 19 1 hr. Ensure that students have learned the essential skills for browsing the analysis tree, selecting files, creating chros and spectra. Ensure that students know the mouse shortcuts listed above, and the different uses of the four windows. Coupled LCMSD Trap Opns-Seq’s Module 20 15”. This time is primarily for setting the stage for the lab exercise. Emphasize checking all parts of the method, especially the various MS tabs. Lab Exercise Acquisition END OF DAY 2 Day 3 Illustrate how to use the shutdown macro in Agilent Technologies For Internal Use Only 5 the Sequence parameters panel. Lab Exercise, Sequences Module 21 up to 30” depending on student needs Quantitative Parameters Module 22 approx 30”. Survey the class to determine need to cover this topic. Spend the appropriate amount of time, given the primary use of the trap as a qualitative tool by the majority of users. Lab exercise, Quant Parameters Module 23 30” max. Instructor’s discretion depending on class needs. Integration Module 24 30”. Emphasize the importance of adding DA part to the acq method before acquiring data, setting good data analysis parameters in the default or template method, and saving the method for future use. Clarify for students that the datafile contains embedded acq and DA parameters. This will make their lives easier and minimize frustration with trap DA. Lab exercise, Integration Module 25 30” or more. This is one of the most important labs, as all users will need the Find tools. Ensure that students are clear on method parameters, saving the DA part of the method once optimized, and saving processed results upon closing datafiles. Quantitation Module 26 30” max. The students will need to do the lab exercise to really learn how to do this. Survey the class to determine need to cover this topic. Spend the appropriate amount of time, given the primary use of the trap as a qualitative tool by the majority of users. Lab exercise, Quantitation Module 27 1 hr. This can be done from the Familiarization manual also by the students in their own labs; the data files used here are on the software CD. Reports Module 28 30” max. This is another topic that requires learning by doing. Lab exercise, reports Module 29 1 hr. FIRST the students should try the standard reports for different kinds of data. Emphasize NOT overwriting any of the standard reports (they may be write-protected or not). Agilent Technologies For Internal Use Only 6 Maintenance and Troubleshooting Module 30 Lab exercise, Maint/Troubleshooting Module 31 1 hr (perhaps on Day 4). It is very important for students to learn what THEY can do to prevent and correct problems before placing a service call. These same skills can help remote engineer support provide effective solutions to problems if the customer do diagnosis properly. 15-30” max. Much of this topic is difficult to do without a live instrument. Day 4 Note: Day 4 may need to contain Maintenance and Troubleshooting depending on class needs for optional topics like quantitation. Ensure that the essential topics are covered early on Day 4. Library Searching Module 32 15’. Really an introduction to the lab. Survey the class to determine the amount of time to be spent on this topic. Lab exercise, Library Search Module 33 30”. Previous students have indicated that selecting good spectra is crucial to this lab working well. Ensure that students can set Find Parameters properly to do this (e.g. spectra background subtracted). Deconvolution Module 34 30” if class composition determines the need for this material. Lab exercise, Deconvolution Module 35 15”. This lab requires a datafile not found on the software CD. Ensure that instructors have all the datafiles for the labs in this course. Peptide Tools for Protein ID Module 36 15” overview of protein id solution. Cover if student interest, refer students to software Familiarization manual for details and practice. Interpretation of Spectra Module 37 30-60” if time permits. optional nature of the material. 3. For marketing purposes of this product see the Product Release Bulletin (if available): Agilent Technologies For Internal Use Only 7 Product Release Bulletin available? Yes, upon release Product Release Bulletin location: EPI warehouse 4. Instructor or Delivery Agent skills and training required to deliver the product: The Instructor must be expert in the field of HPLC Applications. The Instructor must be expert in the field of mass spectrometry. The Instructor must take the recommended training (listed below). The instructor must understand and be able to explain the theory of both electrospray and atmospheric pressure chemical ionization. The instructor must know the product structure of the Agilent 1100 Series LC/MSD Trap VL and SL. The instructor must be able to explain electrospray theory. The instructor must be able to convert common HPLC methods into LC/MSD methods. The instructor must understand the principles of collision-induced dissociation. The instructor must be able to explain the isotopic ratios in (M+H)+ clusters. The instructor must understand how to maintain and work with Windows NT and 2000. The instructor must understand electrospray solution chemistry, i.e. proper additives to promote ionization, cationization, etc. The instructor must understand the principles of chemical ionization (proton affinity principles). The instructor must be familiar with post-column addition methods for API. The instructor must understand the autotune and manual tuning processes of the Agilent 1100 LC/MSD trap. The instructor must understand how to use FIA for optimization. The instructor must understand how data is filtered in the Agilent 1100 LC/MSD trap. The instructor must understand how data is acquired. The instructor must be thoroughly familiar with typical spray chamber settings and conditions. The instructor must have a thorough knowledge of the Data Analysis software including background subtraction, peak purity, and library searching. The instructor must understand the deconvolution algorithm. The instructor must understand the best parameters for a deconvolution. The instructor must understand how to use the software to integrate, build calibration tables, and perform sequencing with automated recalibration. The instructor must be able to demonstrate the diagnosis view. Agilent Technologies For Internal Use Only 8 The instructor must be able to provide routine maintenance information for the Agilent 1100 LC/MSD Trap. The instructor must be able to answer questions from customers about Agilent 1100 maintenance. The instructor must be able to troubleshoot common LC/MSD trap problems as presented in the manual. The instructor must be able to use the trap to analyze a protein digest as well as peptide tools as an aide in that process. The instructor must be able to build a user-contributed library and search the library. Instructor Training: Those new to the Agilent 1100 LC/MSD Trap are required to take the following training: A fundamentals of HPLC and MS course or equivalent experience. An HPLC method development course or equivalent experience. Ion Trap Internal Training - (ANCE-MS-II-066) Gain experience on the equipment. Attend ASMS or equivalent scientific meetings for application knowledge. 5. Equipment (Instrumentation and Software) required for product delivery: This course does not require the use of an Agilent 1100 LC/MSD Trap instrument. Customers prefer an instrument present. This course only requires ChemStations. Current ChemStation Configuration is: 600 MHz, 128 MB RAM, CD-ROM drive/Sound Card Speakers (required for listening to the Maintenance and Repair CD-ROM) Windows 2000 Laserjet with 4 MB RAM 17” display monitor, 1024 X 768 resolution Agilent 11000 Series LC/MSD Trap software 6.0 HPLC ChemStation software B.01.02 Bioanalysis software (optional) Note that you cannot demonstrate the dissect feature without the proper license and software (not required for course). No more than two students should share a ChemStation. No more than two ChemStations should share a printer. Agilent Technologies For Internal Use Only 9 A high resolution projection system is required for the electronic slide presentation. The instructor is encouraged to demonstrate software in front of the class with the projection system. The instructor is also encouraged to obtain show and tell parts for demonstration. 6. Consumables required for product delivery: Classroom supplies: flip chart, markers, etc. Floppy disk 3 ½” per ChemStation 7. Samples required for product delivery: Samples are not required for this course. 8. Laboratory Preparation and Notes The laboratories will require one ChemStation with the following software for every two students: HPLC ChemStation B.01.03 IonTrap Software 6.0 or higher Windows 2000 or Windows XP. Load the HPLC ChemStation software, B.01.03. The licenses are: LC2D – TL04041172 Spectral Module – TN040411B9 LC/MSD Trap Control and DataAnalysis OFFLINE Installation. Note, offline installation will be somewhat different than an online installation. Most notable, the links between the ChemStation and Ion Trap software are not in place. This can present some problems during class. It cannot be resolved without the presence of an ion trap instrument. Note: This installation does not include the Compliance Software. The Compliance software is only mentioned as an option in this class due to volume. Offline Installation of Ion Trap 6.0 Software – stand-alone PC’s 1. First, remove any older versions of the ion trap software. Run the Clean PC from MSD Software batch file. Agilent Technologies For Internal Use Only 10 2. Install the HPLC ChemStation software, revision B.01.03. Licenses appear above. 3. Go to the Install folder and double-click on Setup.exe. 4. Click Next> until you get to the license agreement. Accept the license agreement and click Next>. 5. Select the following Setup Type: Offline and Custom. Select Next>. 6. Expand the LC/MSD Trap node as shown below and select “This feature will be installed on the local hard drive. Click Next>. 7. Click Install. 8. Finish when prompted. 9. Install the Supplemental files by launching Setup.exe in the Supplemental Files folder. 10. Select A4(Europe) or Letter(US) as appropriate to your geography. 11. Select the XCT Ultra as the instrument. 12. Finish this installation and reboot the PC. 13. IMPORTANT: The revision 6.0 installs the classic instrument as the default. You must run the file provided, Offline XCT Ultra Settings.reg to change the Ion Trap Control View from the Classic to an XCT Ultra. This file changes the registry settings appropriately. Reboot the PC. This file is available with the course on the EPI Warehouse. 14. Select Start| All Programs| LCMSD Trap| Administration| License Manager . 15. Enter the following license numbers: Agilent Technologies For Internal Use Only 11 Laboratory Requirements Datafiles are found in the EPI Warehouse with this course. Load all the data files and methods found in Datafiles.exe. 07 – Understanding the API Process and Ion Trap MS/MS PreLaboratory – nothing needs to be loaded, no supplies required. Use the Powerpoint slides provided and lead the class through the laboratory. Pause at the questions and allow the students to try to answer them themselves or in small groups. Then, review the answers. 09-ChemStation and Windows Overview PreLaboratory: Floppy disk required. Tell students log in password for administrator. The students will need to go to their ChemStations. They will do this laboratory by reading the instructions and executing them with their lab partner. A floppy disk is required for each ChemStation. Tell students that if they want to skip some sections because they are already familiar with Windows functions that they can do this. 12-Tuning the LC/MSD PreLaboratory - No files or supplies are required unless you have an online instrument. The students can go to the ChemStation with their partner to execute this laboratory. This laboratory does not have much meaning without an instrument. You may want to go to the lab and lead the students through the lab and describe your experiences with each step. Agilent Technologies For Internal Use Only 12 14-Flow injection Analysis PreLaboratory – Load the following method and data files: Caff fia.m Caffeine data files The students can go to the ChemStations, but again the lab has little meaning without an instrument. Walk them through the lab with commentary on your experiences. 17-Acquisition Method PreLaboratory – Load Sulfms01.d Students will go to the ChemStations to complete the lab with their partner. Sulfmso1.d 19-QualAnalysis PreLaboratory – Load sulflms01.d and sulfmsms.d. Tell students where you have placed these needed files. Students can execute this laboratory with their lab partner on the ChemStation without intervention. 21-Sequences PreLaboratory – Load Quantms3.m Students can execute this laboratory with their lab partner on the ChemStation without intervention. 23-QuantTheory PreLaboratory – no files or supplies are required Use the Powerpoint slides to lead the class through this exercise. Allow them to answer the questions by themselves or in groups before reviewing the answers. 25- Integration PreLaboratory – You will need to load coeh0006.d and coeh0008.d. Tell your students where you have placed these files. Students can perform the exercise on the ChemStations with their lab partner without intervention. 27-QuantAnalysis PreLaboratory – Load all the files contained in the Quantitation folder. Tell the students where you have placed these files. Students can perform the exercise on the ChemStations with their lab partner without intervention. 29-Report PreLaboratory – Load sulfms01.d and logo.bmp. Tell students where you have placed the logo file. Agilent Technologies For Internal Use Only 13 Students can perform the exercise on the ChemStations with their lab partner without intervention. 31-Maintenance PreLaboratory – no files or supplies needed. Students will perform exercises and answer questions with their lab partner. At the end of the exercise, the instructor should go over the questions and answers in the laboratory. 33-Library PreLaboratory – Load the file, sulfmsms.d. Tell students where to find this file. Students can perform this lab exercise with their partner without intervention. 35-Deconvolution PreLaboratory – Load the file, cytc_000.d. Tell students where to find this file. Students can perform this lab exercise with their partner without intervention. 9. Tools required for product delivery: Tools are not required to complete this course. 10. Activities required prior to product delivery. 1. Set up ChemStations 2. Set-up and Configure printers. 3. Load all course files required into appropriate directories. 4. Set-up projection system and slide presentations. Set-up instructor software for demonstrations. 5. Place out student manuals, tablets, pencils. 6. Obtain any show-and-tell pieces. Agilent Technologies For Internal Use Only 14 11. Activities required during product delivery. Response to students during laboratory sessions. Show-and-tell where possible during lectures. 12. Activities required after product delivery. Ensure that students fill out the evaluation form. Shut-down equipment. Report any significant feedback to Deborah Perkins, Deborah_perkins@agilent.com. Agilent Technologies For Internal Use Only 15