AVERAGE OF DELTA – A NEW CONCEPT IN QUALITY CONTROL GRD Jones Department of Chemical Pathology, St Vincents Hospital, Sydney, Australia APCCB 2004 1 Background • The Average of Normals (AON) is an accepted QC process for clinical laboratories. • AON is the average of a set number of patient results, usually within set limits (eg normal range). • The AON rule “fires” when the function exceeds a pre-set limit (eg 2.5 x analytical CV). • Delta checks are the comparison of a result with a previous result from the same patient. • Delta checks are used to detect blunders or other errors • I combine these concepts to produce the Average of Delta (AOD) a new QC tool for clinical laboratories. APCCB 2004 2 Terminology • A Delta Value is a recent patient result minus the preceding result for that patient. • An AOD function is the average of a series of delta values. • AODN is an AOD function averaging N delta values. • NAOD is the number of samples included in an AOD function. • N90 is the number of samples with valid previous result, required to detect a change in assay bias with 90% probability using an AOD function. • CVwi is the within-individual Biological Variation. • CVa is the analytical variation expressed as a CV. • SDAOD is the SD of the AOD function APCCB 2004 3 Methods • AOD functions were modelled in a spreadsheet application using Microsoft Excel. • Variations in CVa and CVwi were modelled using the random number generator with a Normal distribution. • Models were based on 100 data sets, each of 110 delta values. • Factors adjusted in the model were: – the ratio of Cva/Cvwi – NAOD – Bias changes in assay performance. APCCB 2004 4 Modelling Equations • Data sets were generated for various values of CVa and CVwi with the variation (CVdata set) in results described as follows CVdata set = SQRT(CVa2 + CVwi2) • Second data sets were independently generated using the same values for CVa and CVwi • Delta Values were were obtained by subtracting the data points from the second data set from those in the first to produce a series of delta values. • Changes in bias were modelled by addition of fixed amounts to the delta values at a fixed point in the data set. • AOD functions were set to trigger if a data point fell outside limits defines by +/- 2.5 SDAOD. APCCB 2004 5 AOD Functions 0.6 0.4 AOD value Figure 1 • AOD functions for various values of NAOD. CVa = 0.1, CVwi = 0.2 • As the value of N increases, the scatter of the AOD function decreases. • The decrease in SD with increasing N is equal to dividing by the square root of N. (data not shown) 0.2 0 -0.2 -0.4 -0.6 1 4 7 10 13 16 19 22 25 28 31 34 37 40 43 46 49 52 55 58 61 Sample Number Purple: n=2 SD = 0.22 Red: n=10 SD = 0.10 Blue: n=50 SD = 0.045 APCCB 2004 6 Effects of Bias on AOD Functions • A fixed bias was added after delta value 10 in each data set. • The AOD function followed the change in bias with the following features: – With smaller values of NAOD, the response occurred more rapidly, but was smaller relative to the scatter of the AOD function – With higher values of NAOD, the response was slower, but was larger relative to the scatter of the AOD function. • Examples are shown in figure 2. APCCB 2004 7 0.9 0.7 0.5 0.3 0.1 -0.1 -0.3 -0.5 Figure 2. AOD(2) AOD2 14 1 0.9 0.7 0.5 0.3 0.1 -0.1 -0.3 -0.5 11 36 21 31 41 51 41 51 AOD(10) AOD 10 10 1 0.9 0.7 0.5 0.3 0.1 -0.1 -0.3 -0.5 11 20 21 31 AOD(50) AOD 50 18 1 11 21 30 31 41 Sample Number 51 • AOD functions for NAOD of 2, 10 and 50. • CVa = 0.1, CVwi = 0.2 61 • A fixed bias of 0.3 was introduced at sample 10. • The red lines show the 2.5 x SDAOD. For AOD2 the value is 0.56; for AOD10, 0.24; for AOD 50, 0.11. 61 • Five example AOD functions are shown in each graph ( ). • Blue arrows show N90. • Orange arrows show average first rule firing. 61 APCCB 2004 8 Error Detection with AOD • Error detection of bias can be measured as the number of delta values (samples with previous results) required to detect changes in bias with specified certainty. • N90 and average first detection for a range of values for Cva/Cvwi and NAOD are shown in figure 3. • The following conclusions can be drawn: – Earlier error detection occurs with lower values of Cva/Cvwi – Error detection generally varies with NAOD in a “U-shape” with an optimal range of values depending on CVa/CVwi . • Examples of actual values for CVa/CVwi are in the table. APCCB 2004 9 st Firing Average11st Average Firing 50 45 40 35 30 25 20 15 10 5 0 A fifty twenty ten five two 0 90 NN90 NAOD 1 2 CVwi/CVa 3 CVwi/CVa 50 45 40 35 30 25 20 15 10 5 0 B NAOD fifty twenty ten five two 0 1 2 CVwi/CVa CVwi/CVa Figure 3 • Number of samples required for average 1st firing (A) and N90 (B) for detection of a shift of 2.5 x CVa for various values of CVwi/CVa and NAOD. • Earlier error detection with lower CVwi/CVa • Optimal error detection with NAOD 5-20 3 APCCB 2004 10 Table. • Examples of Cvwi / CVa . • CVwi from Westgard Website (www.westgard.com) • CVa from SydPath Laboratory (Olympus AU2700) APCCB 2004 11 Discussion • The limitation of AON is the ratio of group biological variation to analytical CV. • AOD may outperform AON if: – CVwi is small compared to between-person biological variation (a low Index of Individuality). – The frequency of samples with previous results is high. – Clinics or weekends affect AON results. Note than AOD should not be affected by change in patient mix as it uses patients as their own control. • AON may complement standard QC if it can: – Detect smaller errors than standard QC – Detect errors before standard QC – Allow less frequent use of standard QC APCCB 2004 12 Conclusions • Average of Delta may allow improved error detection without additional QC testing. • The process would most suit tests as follows: – A low within-individual biological variation compared to the analytical variation. – A high frequency of repeat testing. • Software programs must be written to further evaluate and this tool and allow for use in the routine environment. APCCB 2004 13