User Manual - TA
User Manual - TA
User Manual
V2.4-2109-1
Copyright - Software
The software for the EVOLIS analyzer has been licensed to Bio-Rad for
worldwide distribution. The EVOLIS software is the intellectual property of
STRATEC SE. Intellectual property rights shall remain with STRATEC SE.
You are entitled to use the EVOLIS software at your place of work only.
Trademarks
BIO-RAD is a trademark of Bio-Rad Laboratories, Inc.
EVOLIS is a trademark of Bio-Rad Europe, GmbH in certain jurisdictions.
All trademarks used herein are the property of their respective owner.
Warranty
The EVOLIS analyzer and associated accessories are covered by a
standard Bio-Rad warranty. Contact your local Bio-Rad Laboratories office
or reseller for the details of the warranty.
Table of Contents
3 Advanced Information................................................... 49
Assays ................................................................................................50
Barcodes ............................................................................................52
Samples..............................................................................................55
Reagents and Controls .....................................................................57
Important Notice
This manual contains all information needed:
to operate the EVOLIS system on a daily basis with Bio-Rad predefined
assays,
and to perform regular maintenance routines.
All first-time users should have read this manual carefully before operating the
EVOLIS system.
Users must not perform any operation not described in this manual.
If in doubt, please contact Bio-Rad Technical Support before performing the
intended operation.
A revision history showing the changes made to this manual compared to the
previous version can be found in Appendix A 5.
Notes are indicated by this symbol and printed in bold-face type. Non-
compliance with these recommendations may result in the test results
being invalidated or unreliable results or having to abort a run.
Software terms Names of software windows, menus and buttons are printed in bold type.
Examples: Open the Worklist window.
Select the File menu.
Click the Save button.
Software messages Software messages are printed in italics when quoted in the general text.
Example: "Duplicate patient ID [...].
* Remove patient tubes and verify which one should be used."
Safety Instructions
The user has to observe the information and warnings contained in this
manual in order to ensure safe operation of the instrument.
If you can see that the unit has become unsafe to use, switch it off
and disconnect it from the power supply.
If liquid gets inside the instrument, disconnect the power cord and
clean the respective parts using appropriate cleaners (in particular
those spots that are crucial to operation).
Spare fuses must match the values specified by the system
manufacturer.
The tests and maintenance work recommended by the
manufacturer should be performed to make sure that the operator
remains safe and that the instrument continues to function
correctly.
Any service and maintenance work not described in this User
Manual must be performed by Bio-Rad Service Engineers.
Warning Labels
1 System Overview
Intended Use
The EVOLIS system includes the ability to import worklists from the LIS
(Laboratory Information System) and export results to the LIS (bidirectional
communication).
User Profile
When using an EVOLIS system, user profiles and access rights are defined
at two levels:
Access rights for the Windows environment.
User rights in the EVOLIS software.
Windows environment
Under default settings, three pre-defined Windows user categories and four
pre-defined user accounts are available on the computer provided by Bio-Rad
with the EVOLIS system:
The Windows "Standard user" category is intended for all groups of EVOLIS
software users.
The Windows "Local administrator" category is intended for the laboratory's IT
Specialist.
The Windows "Administrator" category is strictly reserved for Bio-Rad
authorized personnel.
EVOLIS software
Under default settings, two pre-defined user groups are available in the
EVOLIS software:
Supervisors,
Users.
The "Supervisors" user group is intended for lab managers and senior
laboratory personnel. The supervisor is a trained biologist with several years
of experience in the field of infectious disease diagnostics. At least one
"Supervisor"-level user is required per system (or per site if several systems
are installed on the same site). If the system is used as intended, this person
is able to recognize and avoid dangers.
The supervisor is able to instruct routine users on assay protocols in
connection with Bio-Rad products within the bounds of the intended use.
The "Users" user group is intended for routine users of the system. When
installing the system, Bio-Rad Technical Support will pre-set the access rights
of this group in accordance with the requests of the lab manager. Similarly, if
additional user groups need to be created (e.g. "Advanced users",
"Trainees"…), Bio-Rad Technical Support will define the corresponding
access rights in accordance with the requests of the lab manager. All these
users operate under the supervision and responsibility of the lab manager.
Instrument Description
➓
➋
➊ ➎ ➏
➌ ➍
➐ ➑
➒
Computer
System cover
Tip racks and dilution plates loading drawer
Sample and reagent loading unit
Tip evacuation slide & tip waste bag
Microplate loading compartment
Lower drawer (washer, incubators, and photometer)
Washer viewing window
Cooling unit (optional)
Power switch on rear panel (not visible)
When opening the bottom drawer, pull evenly with both hands, one on each
side of the drawer. When closing the bottom drawer, push evenly with both
hands, one on each side of the drawer until you hear it click. Both sides should
be properly clicked in, otherwise the system cannot lock the drawer and the
run cannot start.
When the bottom drawer is open, strictly avoid leaning on it. The
drawer and/or the instrument may tip over!
Software Overview
Main toolbar
Worklist tree
Worklist display area
Toolbar icons
Click the plus sign (+) next to the folder at the top of the tree to expand it.
Click an item in the tree to view its contents in the display area on the right-
hand side of the screen.
Click the Print toolbar button to print the contents of the display area. For
assay files and result files, selecting the top folder and clicking Print prints the
whole assay or the whole result report. Selecting an item in the tree and
clicking Print prints only the description of this individual item (assay step or
section of the result report). For worklists, only individual items can be printed:
e.g. select Reagent requirements and click Print to print the Reagent List
(see Figure 19).
If you performed the above procedure but the EVOLIS software remains in
English, please call Bio-Rad Technical Support.
Installation
The EVOLIS system, including the EVOLIS computer and the EVOLIS
software, is installed by authorized personnel specifically trained by Bio-Rad.
Environmental conditions
The laboratory in which the EVOLIS system is installed must comply with the
environmental requirements (temperature, humidity…) listed in Appendix A 1
Technical Specifications.
Physical security
Your EVOLIS system should be located in a secure area. Non-lab personnel
should not be given physical access to your EVOLIS system. Your EVOLIS
system should not be left unmonitored for extended periods of time.
The first login involves setting up user accounts and passwords both for
Windows and for the EVOLIS software.
User
2. Enter "User" as user name in the top field. Do not enter anything in the
lower field (Password). Press Enter on the keyboard.
3. A message is displayed stating: "Your password has expired and must
be changed". Click OK.
4. In the next window, enter a password for the "User" user account,
confirm it and press Enter on the keyboard. This password must include
at least 8 characters.
5. A message is displayed stating: "Your password has been changed".
Click OK. The EVOLIS background window is displayed.
2. The EVOLIS startup screen with the Log-On dialog box is displayed.
3. In the Log-On dialog box:
-- Bio-Rad Technical Support will have predefined a Supervisor-level
user account for the lab manager. In the User Name field, enter the user
name corresponding to this account.
-- Leave the Password field blank.
-- Select the Demo mode checkbox.
As lab manager, you can now create a personal EVOLIS user account for
each person who will be authorized to use the EVOLIS system, as described
in Section 3.19.2 (if this has not been already done by Bio-Rad Technical
Support).
After that, each of these users will have to set-up their personal password as
described in the above procedure.
These directories and files are not protected against manual deletion!
It is therefore essential to warn all users of the EVOLIS system against
manually editing or deleting them, even accidentally (particularly the
files stored in the "BioRad" and the "System" directories).
If you want to change this subdirectory structure, for example if you want to
send export files to a specific folder, do not edit folder names directly in
Windows Explorer. You need to edit the default paths and folders for each file
type from within the EVOLIS Software.
This customization is generally done by Bio-Rad Technical Support,
according to the instructions of the lab manager and of the laboratory's IT
Specialist, when installing the EVOLIS system.
If you still need to modify the subdirectory structure at a later stage, please
follow the procedure below. If in doubt, call Bio-Rad Technical Support before
making the change.
2. Select the Utilities | Options menu item to open the Options dialog box.
In the Options dialog box, go to the Directories tab.
3. In the Directories tab, select the file type for which you want to edit the
default path/target directory and click Browse…. This open Windows
Explorer.
4. In Windows Explorer, navigate to the directory that you want to define as
new target directory for this file type. Select any file in this directory and
click Open.
Note: If the target directory is currently empty, do a right mouse click and
create an empty new *.txt document just to be able to select a file. You
can delete it later.
5. Back in the Directories tab, check that the default path for this file type
has been changed and click OK to close the Options dialog box.
Getting Started
➊ ➋
System-liquid container
Liquid waste container
1. Make sure the system-liquid container is full or almost full and correctly
connected to the system. Deionized water is used as system-liquid.
2. Make sure the liquid waste container is empty and connected to the
system.
See also Refill system-liquid, Decontaminate waste container, see Section 3.21.
2.1.2 Start-Up
1. Make sure the instrument cover is closed; switch on the system with the
switch located on the rear panel (when facing the instrument, you reach
the switch from the left-hand side, see Figure 1).
2. Switch on the computer, log in to the Windows predefined "User"
account and double-click on the EVOLIS icon to start the EVOLIS
software.
If you cannot see the EVOLIS icon on the desktop, this means that the
Windows account which you used when starting the EVOLIS
computer is not the account which was used to install the EVOLIS
Software. Please request first the assistance of your usual IT
specialist. If the problem persists, call Bio-Rad Technical Support.
If all instrument modules have a "Passed" status, you can safely start working
with the system.
Check visually the quality of the samples you are intending to process
(no clots, no foam…). To avoid clots, proper treatment (e.g.
centrifugation) of patient samples is recommended.
4. Open the door of the samples and reagents unit. At the back of the unit,
one of the red LEDs should be lit.
5. Take the first sample rack you want to load and insert it on the track
marked by this red LED. Push it in evenly so that all sample barcodes
can be read by the integrated barcode scanner.
If the rack has been correctly read, the LED for the next track lights up.
If the rack has not been correctly read, the first LED keeps flashing. Pull
out the rack and insert it again.
6. If the rack has been correctly read, wait until the following dialog box is
displayed.
In this dialog box, the sample IDs read by the barcode scanner are shown on
the left-hand side and the assay names are displayed in the upper drop-down
lists. Checkmarks show which tests are selected for each loaded sample. If
1. In the upper toolbar, click the New Worklist button. This opens the Set-
up Panel dialog box showing the worklist automatically suggested by the
system.
➊
➋
Plate Tree
Plate Layout
The Plate Tree zone shows how many plates are included in the worklist.
2. Click on the plus sign (+) next to the first plate to expand it and see which
assay is programmed on this plate.
3. Click on the assay name (as shown above). In the Plate Layout zone,
you can now review the arrangement of the test on the plate: number of
samples to be tested, wells used for controls, etc.
If you want to review the individual sample IDs to be tested on this plate,
click the plus sign (+) next to the assay folder.
4. Repeat these steps to review successively all plates and all assays
included in the worklist.
5. List and prepare the Bio-Rad kits that you will need to process the
assays included in this worklist.
1. Take the kit package you intend to use for the first test. Note the batch
number, printed on the box next to the indication.
2. Click on the Batch Number drop-down list and select the batch number
corresponding to the one printed on the kit box.
The kit Batch Number and the Expiry Date are automatically updated.
3. Click OK to validate and repeat these steps for the other kits/tests
included in the worklist.
If the batch number printed on the kit package is not listed in the
drop-down list, this means the kit you are intending to use is the first
one from a new batch that has not yet been entered in the kit lot
tracking database. You can click Add Kit… to enter it now as described
in Section 3.4.
It is not possible to use two boxes of the same type of kit with different
batch numbers in the same run.
If batch numbers and expiry dates are already listed in the Lot Specific
Values dialog box when this dialog box opens, these are from the batch
used in the last run!
To update this data it is essential that you always click the Batch
Number drop-down list and select the correct batch number from the
Make a Selection dialog box.
Worklist window
Once you have declared the reagent lots for all kits/tests in the Lot Specific
Values dialog box, the worklist window is displayed.
1. Click the plus sign (+) next to the top folder to expand it. You can then
click the various items successively (worklist parameters, schedule,
plate layouts…) to review the worklist. If something is incorrect and you
need to go back to the Set-up Panel dialog box, select Edit | Panel
Definition from the menu bar.
2. Click the Reagent requirements item to display the list of all required
reagents.
3. If you want to print that list (recommended), click the Print button in the
upper toolbar.
4. Click the Start button in the upper toolbar to open the Load dialog box
and complete the loading process.
When you click the Start button, the Load dialog box opens showing you
where to load all required resources.
1. Load all required resources as described in this dialog box. The detailed
loading procedure for each resource type is described in the following
pages. It is recommended to follow the indicated loading sequence.
When done, click OK.
In the Load dialog box, moving the mouse pointer over any resource
displays the details (name, volume…) of this resource.
The second part of the reagent list you previously printed (see Figure 19)
indicates which quantity of each solution is required for the planned worklist.
1. Open the lower drawer of the EVOLIS instrument to access the wash
solution containers.
2. Fill each wash solution container with the appropriate solution. The
containers are color-coded (on the screen and on the tubings connected
to the container caps). Fill and reconnect the containers one at a time to
avoid mix-ups. Click successively on each container in the Load dialog
box to display the name of the wash solution you have to fill in that
container. Under default settings, the red-capped container is reserved
for rinse fluid (deionized water).
3. When reconnecting the containers, make sure the level sensors (inside
the containers) and the outside tubing are correctly positioned.
When the bottom drawer is open, strictly avoid leaning on it. The
drawer and/or the instrument may tip over!
Diluent Diluent
Green Green
Blue
2. Load the pipetting tips as shown in the Load dialog box. Color code is as
follows.
Gray Load a full tip rack with 96 X 1100 µl tips.
4. When all tip racks are loaded, check visually once again that they are all
positioned as depicted in the Load dialog box before closing the loading
drawer.
Always observe the position of the tip racks defined in the Load dialog
box! Using a short tip instead of a long one may cause splashing and
contamination. Using a long tip instead of a short one may cause the
pipettor to crash and be damaged. Note that the system can be
configured to perform an automatic tip size check. For more
information, please call Bio-Rad Technical Support.
See also Tip management options, Reloading tips during a run, see Section 3.7.
2.4.4 Reagents
a) Before b) After
The first part of the reagent list you previously printed (see Figure 19) indicates
all the reagents required for the planned worklist.
1. Open the kits you prepared for this worklist. Load all reagents and
controls listed in the first part of the list on the reagent racks.
2. Make sure all barcode labels face right.
3. Remove the bottle caps.
4. Open the door of the samples and reagents unit. Insert the reagent racks
one by one on the EVOLIS instrument on the tracks marked by a red
LED.
When all reagents are loaded, in the Load dialog box, all reagents
should be shown in the rack loading unit. The Unallocated resources
corner (top right) should be empty (see above Figure 24 b).
5. Check visually once again that all resources have been loaded as
depicted in the Load dialog box and click OK.
Before going further, make sure all caps on reagent bottles and control
vials have been removed!
If you intend to re-use controls and reagents later, store all caps
appropriately to avoid any mix-up when recapping and storing the
bottles.
See also Non-barcoded reagent bottles, Unreadable barcodes, see Section 3.2.
Size-adaptors for reagent bottles, Control racks, Unstable reagents, see
Section 3.4.
Large reagent bottles (diluents), see Section 3.6.
When you click OK in the Load dialog box, the Load Plate dialog box is
displayed. The system assigns a default name to each plate:
"Plate NYYMMDDXX"
1. To enter a customized Plate ID, click in the Plate ID… entry field and
enter a new plate ID via the keyboard. The plate ID you enter will replace
the "Plate N" part of the default name. The system will still add the
"YYMMDDXX" tag to your customized name.
For example, if you enter "HIV_" instead of "Plate 1", the final Plate ID
will be: "HIV_YYMMDDXX".
If you use barcoded test plates, see Section 3.2 (end of Section).
2. Take the microplate out of the respective Bio-Rad kit. Make sure the
microplate includes enough strips (at least as many strips as shown in
the Plate Layout of the Load Plate dialog box).
3. Insert the microplate in a microplate holder (metal frame) provided with
the instrument. Make sure to match the A1 corner of the microplate with
the A1 mark on the plate holder.
Push the microplate down firmly so that its surface is perfectly horizontal.
4. Open the door of the microplate loading compartment and load the
microplate (on its holder) into the plate transport unit.
5. Close the door of the microplate loading compartment and click OK. The
microplate moves in. The Load Plate dialog box closes then reopens to
let you load the next microplate.
Always load full strips! Even if you use microplates with breakable
wells and only some wells are required on some strips, do not remove
unrequired wells.
Run
Once you click OK after loading the last microplate, the run starts
automatically.
You can nevertheless follow what the system is currently doing by toggling
between these different views.
Run Results
You can review the result report on the screen or click the Print button (upper
toolbar) to obtain a printout.
An "auto-print" option is available. If this option is enabled, the result report is
printed automatically when displayed on the screen. For more information on
this option and how to enable it, please call Bio-Rad Technical Support.
When using Bio-Rad predefined assays, the result report always includes the
following sections.
All results on the plate are invalid. You must retest all samples on that
plate!
If this section includes any of these warnings, all results on the plate
must be individually reviewed and validated by the laboratory
supervisor.
1. Once you have reviewed and validated the results, select the Utilities |
Export Results menu item to export the results to the LIS (or to another
folder or network location).
If you do not select the Utilities | Export Results menu item, when you
try to close the displayed result file, the system asks you again if you
want to export the results.
2. Click Yes to export the results and close the file, click No to close the file
without exporting the results.
End of Run
1. Unload the microplates one by one, each time this message is displayed.
When removing the microplate from the plate transport, lift carefully to
avoid spilling.
After unloading the first microplate, close the door of the microplate
loading compartment, click OK and wait for this message to be displayed
again before you can unload the next microplate.
2. Unload reagent and sample racks, dilution plate and diluent (if any).
Store reusable resources (e.g. reagents) in accordance with the
conditions prescribed in the kit inserts.
Dispose of test plates, dilution plates and sample tubes in accordance
with local regulations for biological hazardous waste.
3. If your system is configured to reuse partial tip racks, do not unload the
tip racks unless they are completely empty. If your system is configured
to use only full tip racks, unload or refill the partially used tip racks.
4. Check the bag of the tip ejection waste container. If full or nearly full,
replace as described in Section 3.21.
5. Check the liquid waste level in the liquid waste container. If full or nearly
full, decontaminate and empty as described in Section 3.21. If
necessary, refill the liquid-system container.
You can now either start a new run immediately or log off as described in the
following Section.
1. Make sure all processing has ended. Perform the end of run
maintenance described in Section 2.7.1.
2. Close the EVOLIS software. Select File | Exit from the menu bar or click
the X icon in the top right-hand corner of the EVOLIS software window.
3. Switch off the system (switch on back panel of the instrument).
Always exit the EVOLIS software and the Windows software before
switching off the system!
4. Open the instrument cover and wipe the tip adapter (pipettor head) using
a soft lint-free cloth moistened with 70% Ethanol.
5. Inspect the instrument (inner and outer surfaces) for stains and spills. If
necessary, clean as described in Section 3.21.
3 Advanced Information
3.1 Assays
3.2 Barcodes
3.3 Samples
3.4 Reagents and Controls
3.5 Non Bio-Rad Kits
3.6 Dilution Plates and Diluents
3.7 Pipetting Tips
3.8 Logs
3.9 Schedule
3.10 Multi-Assay per Plate
3.11 Pipetting Errors
3.12 Pausing a Run / Emergency Stop
3.13 Continuous Loading
3.14 Flags
3.15 Recalculate Results
3.16 Network Connection and Cybersecurity
3.17 Import
3.18 Export
3.19 User Management
3.20 Demo Mode and Connections
3.21 General Maintenance Tasks and Maintenance Schedule
3.22 Software Maintenance
3.23 Disposal of an EVOLIS System
Assays
The EVOLIS system is supplied with pre-defined assay protocol files (APF).
Under default settings, these assay files (files with an *.asy extension) are
stored in the C:\BioRad\Resources\APF directory.
2. In the Open dialog box, select the assay file you want to review and click
Open.
3. A password prompt is displayed if the assay file is password protected.
Click Don't Know Password. The assay file is displayed.
Review it on the screen or click the Print button in the upper toolbar to review
the printout.
APF upgrades
New APF (Assay Protocol Files) versions are regularly released. These
include new Bio-Rad pre-defined assays but also new versions of existing
assays, validated for the most recent software version.
The best way to avoid problems is to install new software and APF versions
as soon as possible. Using old software versions with newly released APF
files or vice-versa is either impossible or may lead to errors and/or loss of
guarantee.
If you want to upgrade your system or inquire about the latest available
versions, call Bio-Rad Technical Support.
Barcodes
Sample barcodes
It is recommended to use only barcoded sample tubes. When installing the
system, your Bio-Rad Service Engineer will help you make sure the barcode
labels you generally use on sample tubes are adequately read by the system's
integrated barcode scanner.
Sample IDs, whether barcoded or manually entered, are limited to 20
alphanumeric characters.
In the result report (in the Combined report), the respective sample will
have a "ManID" flag to indicate that it has been manually identified.
Reagent barcodes
It is recommended to use only barcoded reagent bottles. Most Bio-Rad kit
bottles are pre-barcoded. For non-barcoded reagent bottles, Bio-Rad
supplies separate sets of barcode labels for each type of kit. Please order the
appropriate barcode labels and attach them to the bottles before use.
1
A
a) b)
Samples
Sample volume
A minimum volume of sample of 200 µl per tube is recommended. If you need
to test lower volumes, smaller sample tubes may be used but this will require
the intervention of Bio-Rad Technical Support as explained below.
T B
If you need to use smaller size tubes (e.g. pediatric or Eppendorf tubes),
narrower tubes or tubes with a specific shape, contact Bio-Rad Technical
Support to adapt and re-align your racks accordingly. The adapted racks will
be identified by colored stickers and, in the Load dialog box; these racks will
be displayed in the corresponding color and identified by a different code
letter.
The EVOLIS system cannot accommodate sample tubes exceeding 10 cm in
height. The samples must be transferred into smaller tubes to be processed.
Duplicate samples
If you load two samples tubes with the same barcode, an error message is
displayed.
Remove one of the sample tubes or use another barcode on one of the tubes.
-3 -2 -1 -0
The adaptors help keep the bottles correctly centered within each rack
position.
Therefore, when using Bio-Rad kits on the EVOLIS system, you should not
encounter any problems related to an insufficient volume of reagent, control
or wash buffer.
If, however, for any reason the volume of any of these liquids becomes
insufficient during a run, the consequences will be as shown in the table below.
Special case: small worklists - Please note also that even though each kit
package includes adequate quantities of reagent/control/wash buffer to
process one microplate, if you multiply "small" worklists, i.e. worklists with very
few samples for each test instead full-plates or even half-plates, some
reagents may run out before all the microplate wells have been used. This is
because the volume of liquid required for automated pipetting steps or wash
steps can be slightly greater than when these steps are performed manually
due to pump priming, greater dead volume or oversoak settings. Bio-Rad
Technical Support can provide assistance in optimizing your worklists to try
and avoid this.
If you want to use the lot tracking function, your Bio-Rad Service Engineer will
enable it when installing the system and you then need to declare each new
kit lot in the kit database as described below.
1. Select the Utilities | Add Kit… menu item. This opens the Kit
Information dialog box.
2. With the handheld scanner, scan the main kit barcode on your kit box.
Assay Name
Batch Number
Expiry Date
Product Code
3. All general kit information (except the kit expiry date) is automatically
entered.
4. Enter the Expiry Date manually via the keyboard, making sure to
conform to this format: DDMMYY
5. Click Scan kit Bottles…. This opens the following dialog box. The Kit
drop-down list shows the batch number of the kit package you have just
entered, as well as the reagents to be used with this assay.
There are two ways of entering the barcodes of individual kit components. You
can either:
Use the handheld scanner to scan the barcodes of individual kit
components printed on the kit box.
or
Place the kit bottles on the reagent racks and load the racks on the
EVOLIS system so that the barcode labels are scanned by the system's
integrated scanner.
2. Using your handheld scanner, scan all barcodes on the kit box
corresponding to your kit bottles. You do not need to click OK between
two scans.
Individual
component
barcodes
3. When all barcodes are scanned, click OK. This closes the Scan
Barcode dialog box. In the Scan kit bottles dialog box, you can see the
scanned barcodes.
Some generic reagents (e.g. stop solution) are scanned but their
complete name is not entered. This is normal. They do not need to be
tracked.
4. Click Close to close the Scan kit bottles dialog box. In the Kit
Information dialog box, the complete kit lot data is now entered.
5. Click OK to save and close the Kit Information dialog box.
Method 2 - Scan the reagent bottles with the EVOLIS integrated scanner
1. Open the kit package and load all reagents and controls on the reagent
racks.
2. Load the racks one by one on the EVOLIS instrument on the tracks
marked by a red LED. The individual reagent barcodes are read and the
corresponding data is displayed in the Scan Kit Bottles dialog box.
3. Click Close to close the Scan Kit Bottles dialog box. In the Kit
Information dialog box, the complete kit lot data is now entered.
4. Click OK to save and close the Kit Information dialog box.
The message tells you the expected ID and the scanned ID. A new message
is displayed for each "unexpected" reagent (i.e. reagent for which the scanned
barcode ID does not correspond to the expected barcode ID).
Click OK to close the message. Pull out the reagent rack and check the
reagent(s) mentioned in the message.
If you can find the correct reagent(s) with the expected barcode ID, reload the
rack with only expected reagents.
If you are unable to load the reagent bottles with the expected barcodes, you
can, if necessary, turn the incorrectly labeled bottles so that the unexpected
barcodes cannot be scanned, reload the rack and assign these reagents
manually in the Load dialog box The system then assumes that the expected
reagent has been loaded but reports the manual assignment in the Result
Report.
In the result report (see Section 2.6.1), the Expected kit components section
allows you to track after the run, which reagent lots were used for each test.
Manually allocated reagents are also shown in the Important warnings
section.
Independent controls
Independent controls (i.e. controls other than those provided in the Bio-Rad
kits) may be added to any plate.
For more information on this function, please call Bio-Rad Technical Support.
This manual describes only how to use the EVOLIS system to process
Bio-Rad kits. If you want to process non-Bio-Rad kits, please ask Bio-Rad
Technical Support for assistance. Special conditions may apply.
Green
1. If the tests you intend to process require pre-dilution plates, this will be
shown in the Load dialog box (see Figure 22). Dilution plates are
displayed in green (sample archiving plates are displayed in blue).
2. Open the tip racks and dilution plates loading drawer. The dilution area
allows you to load up to three plates.
3. Load the required dilution plate(s) as shown in the Load dialog box. Push
each plate down so that its surface is perfectly horizontal.
5. In that case, you have to allocate the diluent bottle manually. In the Load
dialog box, click on the diluent bottle in the Unallocated resources
Diluent
corner, and drag it to the correct position at the back of the dilution area.
No barcode identification is available when diluents are loaded in this
position.
Dilution
Plate
The system cannot detect whether you have effectively loaded the
required dilution plate(s). If a dilution plate is missing, potentially
contaminated material (sample, controls) may be spilled!
It is therefore essential not to forget to load the required dilution
plate(s).
Pipetting Tips
Use only the pipetting tips specially supplied by Bio-Rad for the
EVOLIS system!
When installing the system, your Bio-Rad Service Engineer will configure the
system according to your preferred option. In the Load dialog box (see
Section 2.4), full tip racks are displayed in brown (for 300 µl tips) or gray (for
1100 µl tips), incomplete tip racks are displayed in red (for both tip sizes), see
Section 2.4.3.
Logs
Log files record in real time the steps of a run as they are performed.
Colors
Different colors are used in the log.
The logs of all runs performed on the same day are aggregated in the same
log file. By default, log files are saved in the C:\BioRad\Resources\Event_log
directory. They have a (*.log) extension and the file name corresponds to the
date on which the run(s) was (were) performed:
e.g. "20210228.log" (YYYYMMDD)
To view the log file for the current day (during of after a run):
1. In the worklist tree (left-hand side of the Worklist window), select the
Active Event log item.
When the log file is created (i.e. during a run), the scripting is done so that the
current step is always at the top while earlier steps are further down. But when
you open a formerly saved log file, the daily chronological order is rearranged
from start-up to shutdown.
Use
The log is an important document. It can:
Be followed while the run is being processed so that you can react quickly
to correct any problem.
Be used, after the run is over, to check whether all steps have been
properly performed. If, for example, some results are flagged, the log
enables you to understand why.
Be reviewed at a later date to check how the run was processed.
The wording used in the log file is generally simple and descriptive, making it
easy to follow for any operator after minimal use of the system. If you require
assistance in understanding a particular log file, you can copy the file (from
the C:\BioRad\Resources\Event_log directory) and mail it to your Bio-Rad
Service Engineer.
Schedule
Schedule view
Once a worklist is defined, the Schedule view allows you to see precisely how
the run will actually be processed and when reloading will be allowed or
required. During the run, the vertical time bar shows which step is currently
being performed.
The EVOLIS system allows you, under certain conditions, to combine several
assays on the same test plate, e.g. HBe Ab (antibody) and HBe Ag (antigen).
If you import worklists / test orders from the LIS and you use barcoded
samples, the combination of several assays per plate is managed
automatically by the system. When suggesting a suitable worklist for the
samples you loaded, if the assays are compatible and the number of samples
is not too great, the system always tries to combine as many assays as
possible on each plate.
For the operator, performing a run with several assays per plate is very similar
to an ordinary run.
2. When you reach the Load Plate dialog box, pay special attention to the
plate layout and particularly, the number of strips used for each test.
3. You will need to take a microplate from each of the two (or more) kits
and rearrange the correct number of strips for each test in one
microplate.
Be careful not to mix-up strips! When microplates supplied in Bio-Rad
kits have removable strips, a 2-digit code is engraved on each strip for
easy identification.
Always load full strips! Even if you use microplates with breakable
wells and only some wells are required on some strips, do not remove
unrequired wells.
Always start the second (third) assay on a new strip (default setting). If
you want to avoid "loosing" some wells, please ask Bio-Rad Technical
Support for assistance as to how to solve this problem.
4. When the result report is displayed (once the processing has ended), the
results corresponding to each assay are displayed one after the other,
with the same order that they had on the plate (i.e. full results for Assay
1, then full results for Assay 2...).
5. Similarly, when the results are exported, the results for all assays
processed on the same plate are included in the same result file.
Pipetting Errors
Samples
When using Bio-Rad assays, if a pipetting error occurs on a sample, the
processing will continue normally but the error is traced in the log file and the
sample will be flagged in the Combined report according to the type of problem
detected: clot, insufficient liquid, no liquid… (see Section 3.14).
Reagents
When using Bio-Rad assays, if a pipetting error is detected on a reagent, a
message is displayed:
Pre-run checks
Reagent volume check (optional but recommended)
The pipettor controls that each bottle contains enough reagent for the
planned worklist (see Section 3.4, paragraph Insufficient reagents/
controls/ wash buffers).
Sample volume check (optional)
The pipettor controls that each sample tube contains enough liquid for the
planned worklist.
Tip size check (systematic)
The pipettor controls one tip of each tip rack to make sure that long tips and
short tips have been loaded as requested in the Load dialog box.
During the run
Verify Dispense
Photometric control of adequate reagent or sample dispense.
Aspirate check / Liquid level detection
When pipetting out of a container, the pipettor controls that the liquid level
drop corresponds to the aspirated volume.
Pressure monitoring
Barometric control on aspirate steps.
Click the Stop button in the upper toolbar to pause the run. The following
dialog box is displayed.
You can then choose to restart the processing (Resume), to select one or
more plates and click Abort Plate(s) or abort the complete worklist. If you click
Abort Plate(s) or Abort Worklist, a confirmation message will be displayed.
Emergency stop
In extreme emergencies it is recommended to simply unplug the system.
In all other cases, it is preferable to pause the system as described above,
abort the worklist and shutdown normally as described in Section 2.7.3.
Continuous Loading
Continuous Loading is the process by which new patient samples and new
test plates are reloaded while the system is already running. This is possible
on the EVOLIS system under certain conditions.
4. Insert the first rack with new samples on the first track marked by a red
LED.
5. Review and validate the Patient Editor for this rack and repeat the
process if you have other racks to load. After all new racks have been
loaded, close the door of the samples and reagents unit.
6. In the menu bar, select Edit | Panel Definition… . This opens the Set-
up Panel dialog box and you can see the new plates that have been
automatically added to the worklist.
7. Click OK and continue as for a normal worklist. After you have clicked
OK in the Lot Specific Values dialog box, the system checks its current
status.
8. Case 1) If you are still within a "brown section" (all current plates
are incubating and the pipettor is inactive), the system displays a
message stating:
Note: The current worklist has been paused.
Press the "Start" button when you are ready to proceed with the new
worklist.
…and allows you to continue the reloading process.
9. Click OK to close the message, then click the Start button in the upper
toolbar and reload all required resources (reagents, dilution plates, tip
racks, wash buffer, test plates) as in a normal worklist.
10. Case 2) If you are not or no longer within a "brown section", the
system displays a message stating:
You will be able to add plates in […] minutes. Please try again then.
11. Wait until the specified time has elapsed (or until the time bar enters a
brown section in the Schedule view), then select Edit | Panel
Definition… in the menu bar again and follow the steps described
above.
When loading the resources for the new samples, it is important that
you load them as quickly as possible so that the processing is not
paused for too long.
If some of the plates of the initial worklist are already fully processed
when you are ready to reload additional plates, the system
automatically brings them forward to the loading/unloading zone so
that you can remove them before loading the additional plates.
Flags
Flagged results are not necessarily wrong results. A flag indicates that
something happened during the run that may have affected the result on this
patient sample.
If a result is flagged you should always review the logs of the run to
attempt to understand why (see Section 3.8).
The software uses 13 general flags and 6 pressure monitoring flags to give an
indication of the type of problem encountered.
SplRem Sample rack removed. This flag is used if a sample rack has been removed
before it had been completely pipetted. No results are calculated for samples
that had not yet been pipetted at that stage.
RgtRem Reagent rack removed. This flag is used if a reagent rack has been removed
during processing. This does not affect result calculation (the results are
calculated).
CovOp Cover open. This flag is used if the instrument cover has been opened during
a run. No results are calculated for samples that had not yet been pipetted
at that stage.
ManID Manual ID. This flag is used if a sample ID has been manually assigned. .
This does not affect result calculation (the results are calculated).
If a manually assigned sample is used for several assays (through direct
pipetting or through pipetting of the same predilution made from this sample),
the ManID flag is included in the Result Report for each assay.
NoLiq No liquid detected. Results for flagged samples are not calculated.
InsLiq Insufficient liquid detected. Results for flagged samples are not calculated.
Clot Clot detected. Results for flagged samples are not calculated.
PipErr Pipettor hardware error. Results for flagged samples are not calculated.
ManPip Manually pipetted resource. This flag is used when controls or samples have
been manually pipetted into the test plate. This does not affect result
calculation (the results are calculated).
VCFail Validation criteria failure. Results for flagged samples are not calculated.
VDFail Verify dispense failure. This flag is used when a reagent / sample / control
has not been correctly dispensed into a well. Results for flagged samples
are not calculated.
IncKO Incubation overrun. This flag is used when there is a discrepancy between
the incubation temperature / time actually observed during a run and the
incubation temperature / time defined in the assay. Results for all samples
on an incorrectly incubated plate are not calculated.
REAG EXP Reagent Expired. This flag is used when a reagent was used after its expiry
date. When an expired reagent is loaded and identified, the user is warned
that the expiry date has been reached/exceeded but can choose to override
the warning and still use the reagent for the run.
This does not affect result calculation (the results are calculated).
P_max_high, Pressure monitoring flags. These flags can be reported only if the pressure
P_min_low, monitoring function is enabled. In case of recurring pressure monitoring
P_stop_high, flags, call Bio-Rad Technical Support. Results for flagged samples are not
P_static_high, calculated.
P_static_low, P_max_high Aspiration pressure too high Clot
P_mean_low
P_min_low Aspiration pressure too low Foam or air
flagged (displayed in red) This flag replaces multiple flags when results in the
Combined Report are displayed in Matrix format.
Recalculate Results
When a Result report is displayed, the Edit | Outliers… menu item allows you
to manually remove from the results some OD values which you think are not
consistent with the test or conversely to restore a value which has been
automatically removed from the calculation by the software (flagged sample).
1) The Edit | Outliers… menu item is enabled only if you have sufficient
user rights.
2) Even if you have sufficient user rights, the Log On dialog box will be
displayed before you can access the Outliers dialog box and you will
have to log yourself on again.
You cannot edit the values but only remove or restore them. A removed value
is displayed crossed out.
1. To remove (or restore) a value, select it with the mouse and then click
the Remove (or Restore) button.
2. Click OK. The program returns to the result report. Removed (or
restored) wells are listed at the bottom of the General information and
Important warnings section.
To then recalculate the results without the removed values or with the restored
values, select the View | Recalculate menu item.
The new result report includes the following comment: "WARNING! Results
have not been processed using the original assay."
If several assays were processed on one plate, you can view the OD values
for each assay by selecting the assay you want in the Assay Protocol drop-
down list. The Reading drop-down list shows the wavelength(s) used for the
reading.
This possibility can only be used for samples with the following flags:
SplRem (Sample rack removed), CovOp (Cover open), VDFail (Verify
dispense failure) or IncKO (Incubation overrun).
Results that have been eliminated because of NoLiq (No liquid
detected), InsLiq (Insufficient liquid), Clot (Clot detected), PipErr
(Pipettor hardware error), VCFail (Validation criteria failure) or pressure
monitoring errors cannot be recalculated!
To do so:
1. In the original Result Report, display the Combined Report part.
2. Check the flagged samples.
3. If you want to recalculate some of these flagged samples, note their
locations on the plate (layout labels).
4. Open the Outliers dialog box and restore the corresponding wells
(layout labels) as described above.
5. Recalculate the Result report as described above.
6. In the recalculated Result report, the selected flagged results are now
calculated but the original flags remain.
Once the settings are defined, Bio-Rad Technical Support will test the data
transfers between the EVOLIS system and the LIS, check that they are
correctly executed and contain the required data.
AppLocker
AppLocker is a Windows Security Technology that controls which applications
and files a user can run. This feature is enabled on all EVOLIS computers with
a Windows 10 operating system. This also includes EVOLIS computers
upgraded to Windows 10 by Bio-Rad Technical Support.
On EVOLIS computers, AppLocker prevents, for example, Windows
"Standard users" (i.e. all end-users of the EVOLIS system logging in with the
"User" Windows account, see Section 3.19.1) from running *.exe files or
scripts from a USB drive and from copying such files from a USB drive to
specific directories of the EVOLIS computer's hard drive.
For more information on the AppLocker rules implemented on EVOLIS
Windows 10 computers, please call Bio-Rad Technical Support.
BRiCare
BRiCare is a Bio-Rad software external to the EVOLIS software that can be
used by Bio-Rad Technical Support to provide remote support through a
secure connection. It can also transmit non-sensitive data to Bio-Rad for
troubleshooting purposes.
The BRiCare applet is not enabled by default on EVOLIS computers. It is
offered to customers as an option. A separate BRiCare documentation is
available on request.
These data, however, are not required to process the samples. Only the
"Patient ID" (alphanumeric sample ID) is required for valid test orders and
results.
Under default settings, all assay protocol files (APFs) validated by Bio-Rad
for EVOLIS (see Section 3.1) are programmed so that no sensitive patient
data will be included in the printed result reports.
File protection
Most files types used or generated by the EVOLIS software are in proprietary
format. This means that they can only be opened and viewed, used or edited
with the EVOLIS software. This applies for example to assay files (*.apf),
panel files (*.pan), result files (*.res), log files (*.log).
Assay files can also be password-protected. All official assay files provided by
Bio-Rad are password-protected.
Lab policy must ensure that users do not tamper with EVOLIS files
(stored in the "C:\BioRad" folder and subfolders - see Section 1.5.2)
nor attempt to open or process them using third-party software.
Cybersecurity breach
In the event of an actual or suspected cybersecurity breach, please call Bio-
Rad Technical Support as soon as possible.
For more information on data recovery possibilities, see Section 3.22.
Import
When installing the system, Bio-Rad Technical Support will configure the
communication links and import process (file format, file polling interval…) so
that the EVOLIS can import and interpret test orders sent by the LIS
(Laboratory Information System).
The import process is then performed automatically and does not require any
user intervention.
When test orders are correctly imported, when you load barcoded samples on
the instrument, the Patient Editor is displayed with checkmarks indicating
which tests are required for the loaded samples as described in Section 2.2.
If there are no checkmarks in the Patient Editor when it opens, this can mean
several things.
Case 1 – Your test order files include only sample IDs but no information on
the tests to be performed (e.g. in situations where all samples are
systematically tested with the same test panel). In that case:
1. Click successively the blank drop-down lists located above the table and
select an assay for each column.
2. Add checkmarks manually by clicking in the appropriate table cells.
3. When done, click Close.
Case 2 – No test order for the respective sample IDs was sent by the LIS or
no test order for the respective sample IDs was received by the EVOLIS. In
that case:
1. Click Close to close the Patient Editor dialog box.
2. Click the Import button in the upper toolbar to manually force an import
process.
3. Reload the sample rack on the track marked by a red LED and wait until
the Patient Editor is displayed again.
If the Patient Editor is still blank (no checkmarks), please contact your LIS
administrator. If your LIS administrator cannot solve the problem, please call
Bio-Rad Technical Support.
Export
When installing the system, Bio-Rad Technical Support will configure the
communication links and export process (file format, exported data…) so that
the EVOLIS result files can be exported to the LIS (Laboratory Information
System) or to another folder or network location.
Note however that the export process is not automatic. Each result file has to
be exported individually by the operator (see Section 2.6.2).
[Results]
Patient ID|Assay|Well|Flag|Value|S/CO|Result
""|"HIV Ultra Ag-Ab 1P BR V20"|"A1"|""|"2,0650"|"6,1950"|"PC Ag1"
""|"HIV Ultra Ag-Ab 1P BR V20"|"B1"|""|"2,1860"|"6,5580"|"PC Ab1"
""|"HIV Ultra Ag-Ab 1P BR V20"|"C1"|""|"0,1380"|"0,4140"|"NC1"
""|"HIV Ultra Ag-Ab 1P BR V20"|"D1"|""|"0,1260"|"0,3780"|"NC2"
""|"HIV Ultra Ag-Ab 1P BR V20"|"E1"|""|"0,1360"|"0,4080"|"NC3"
"000001"|"HIV Ultra Ag-Ab 1P BR V20"|"F1"|"ManID"|"0,1160"|"0,3480"|"NEG"
"000002"|"HIV Ultra Ag-Ab 1P BR V20"|"G1"|"ManID"|"0,1080"|"0,3240"|"NEG"
"000003"|"HIV Ultra Ag-Ab 1P BR V20"|"H1"|"ManID"|"0,1770"|"0,5310"|"NEG"
"000004"|"HIV Ultra Ag-Ab 1P BR V20"|"A2"|"ManID"|"0,9000"|"2,7000"|"REACTIVE"
"000005"|"HIV Ultra Ag-Ab 1P BR V20"|"B2"|"ManID"|"0,8150"|"2,4450"|"REACTIVE"
"000006"|"HIV Ultra Ag-Ab 1P BR V20"|"C2"|"ManID"|"0,6620"|"1,9860"|"REACTIVE"
"000007"|"HIV Ultra Ag-Ab 1P BR V20"|"D2"|"ManID"|"0,4760"|"1,4280"|"REACTIVE"
"000008"|"HIV Ultra Ag-Ab 1P BR V20"|"E2"|"ManID"|"0,3710"|"1,1130"|"REACTIVE"
"000009"|"HIV Ultra Ag-Ab 1P BR V20"|"F2"|"ManID"|"0,2240"|"0,6720"|"NEG"
[…]
Re-export results
If you try to re-export results that have already been exported, the following
message is displayed.
"These results have already been exported to the LIMS.
Are you sure you want to export them again?"
Click Yes to re-export, click No to stop the second export.
User Management
Windows / EVOLIS
On the EVOLIS system, user groups and access rights are managed at two
separate levels:
At the Windows level.
At the EVOLIS software level.
Under default settings, two pre-defined user groups are available in the
EVOLIS software:
Supervisors,
Users.
The user profiles for these two groups are described in Section 1.2.
When installing the system, Bio-Rad Technical Support will pre-set the
access rights of the "Users" group in accordance with the requests of the lab
manager. Other, more specific user groups can also be created.
When installing the system, Bio-Rad Technical Support will also create
individual user accounts for all operators of the EVOLIS system as requested
to reflect the laboratory organization.
Lab policy must ensure that each operator always logs in under his/her
own user name and password.
2. In the User Name field of the New User zone, enter the name of the
person for whom you are creating an EVOLIS user account and click
Add User.
When you click Add User, the name you just entered is also displayed
below in the User Name list of the Existing Users zone.
3. In the Available Groups zone, select a user group for this new user and
click the arrow button to transfer it to the Member Of zone.
It is possible to select more than one user group for the same user. In
that case, this user will cumulate the access rights of all selected groups.
4. Click OK.
The new user will then need to set his/her password as described in Section
1.5.1 paragraph 2) EVOLIS software first login.
Editing a user generally involves assigning a user from one user group to
another, for example upgrading a senior lab technician from the "Users" group
to the "Supervisors" group.
To do this:
1. Open the Users tab of the Options dialog box as described above.
2. In the User Name list of the Existing Users zone, select the name of
the user you want to upgrade. The Member Of zone is updated to show
the user group this user currently belongs to.
3. Use the arrow buttons to assign this user to a different user group.
4. Click OK.
To delete a user:
1. Open the Users tab of the Options dialog box as described above.
2. In the User Name list of the Existing Users zone, select the name of
the user you want to delete and click the Delete user button.
4. Click OK.
1) Windows passwords
For more information on passwords for the "User" and "local_admin"
Windows accounts see also Section 3.19.1.
The laboratory's IT Specialist, logging in as "local_admin", can clear the
password of the Windows "User" account according to general Windows 10
procedure. A new password will then need to be set as described in Section
1.5.1 for the first login.
3. Enter the required data (current password, new password, confirm new
password) and click the Change button. A message is displayed
confirming the password change.
4. Click OK.
If you need to reset your password because you have forgotten it, you first
have to seek the assistance of a supervisor or of another user who is allowed
to Administer Users and who can delete your former password.
The next time you log in under your own user name, you have to reset a new
password as described above.
Demo Mode
Demo mode
If you want to use the EVOLIS software without the instrument, start-up as
usual (see Section 2.1.2) but when you reach the Log On dialog box, select
the Demo mode checkbox before clicking OK.
Select Demo mode also if you install and use the EVOLIS software on a
separate computer.
1. Unscrew the cap of the system-liquid container. Place the cap, tubings
and sensor on absorbent paper.
2. Refill the container with deionized water (up to the 10 liter mark).
3. Screw the cap back on, making sure the level sensor and tubing are
correctly set.
4. If you refill the system-liquid container while the EVOLIS system was
already switched on (e.g. during the day, in-between two runs) it is
recommended that you run an automated "Prime pipettor" maintenance
after reconnecting the container.
To do this, click the System maintenance toolbar button. This opens
the System Maintenance dialog box.
If you refill the system-liquid container before starting the system, the
pipettor will be primed automatically when the EVOLIS system is
initialized (selftest procedure, see Section 2.1.2), so you do not need to
execute the "Prime pipettor" automated maintenance.
If you need to refill the system-liquid container during a run (e.g.
because a "system-liquid LOW" warning is displayed, see the
Troubleshooting table in Section 4), the process is managed
automatically by the software and you cannot execute the "Prime
pipettor" automated maintenance.
The screw cap and sensor part may be wiped with a cloth moistened with
Microcide SQ® (diluted in deionized water at 1.6% - 16 ml per liter).
Surface decontamination
Outer surfaces
Cover and handle Clean with any bactericide, virucide and
Outer panels, including washer window fungicide hospital-grade disinfectant. To
prepare and apply the disinfectant
(dilution, spray, wait, wipe...) refer to the
instructions prescribed by the product
manufacturer.
Inner surfaces
Dilution and tip rack area Same as above.
Sample and reagent unit
Test plate pipetting area
Pipettor guide rail
Bottom drawer
Plate transport unit and compartment Same as above.
Room-temperature incubators Clean once a month with the same
disinfectant as above. Spray the
disinfectant on a lint-free paper wipe and
wipe the inside of each incubator.
Heating incubators Do not clean!
Under wash solution containers Remove the containers and wipe the
bottom of the unit with a wet cloth (water
only, no disinfectant). Allow to dry or wipe
with absorbent paper.
Computer
Computer and monitor Use any standard (ammonia-free)
product recommended for the cleaning of
computers, including computer monitors.
It is recommended to spray the cleaner
on a clean cloth rather than directly on
the screen to avoid any liquid leaking
inside the unit.
Do not use the system until it has been checked by your Bio-Rad
Service Engineer.
4. Click OK to validate the various dialog boxes until you reach the Worklist
window.
5. Click Start and load the required resources (tips, deionized water,
decontamination solution for the monthly procedure, standard flat-
bottom microplate).
6. Start the run and follow the instructions on the screen.
4. Do not add any samples. Click Add assay… again and, this time, select
the CTRL CV Pipettor High Vol BR.asy file.
5. Do not add any samples.
6. Click Add Plate… again to create the second plate.
7. Click Add assay… and select the CTRL Washer Aspirate BR.asy file.
8. Do not add any samples. Just click OK to validate the various dialog
boxes until you reach the Worklist window.
9. Click Start and load the required resources: tips, deionized water,
reagents (color solutions from the PE Kit) and tap water bottles, standard
flat-bottom microplates.
10. Start the run and follow the instructions on the screen.
11. When the result report for each plate is displayed, review the Validation
criteria section (see Section 2.6.1) for each assay (2 assays on the first
plate!). If any of the Validation criteria sections includes a FAILED
mention (in bold red type), call Bio-Rad Technical Support.
You can run these assays at any other time also if you suspect a malfunction
of the pipettor or of the washer.
A complete performance evaluation check of all instrument modules (plate
transport, photometer, pipettor, washer, and incubators) will be performed by
your Bio-Rad Service Engineer as part of the preventive maintenance visits.
Maintenance Schedule
Daily Maintenance
Weekly Maintenance
Run the weekly washer maintenance assay Create a worklist for one plate using the weekly washer
maintenance assay and run it (see above).
Clean the instrument surfaces and work areas See above General Maintenance Tasks.
Decontaminate the sample and reagent racks, the Prepare a decontamination solution consisting of 1.6 % (16 ml per
microplate holders (metal frames) and the tip ejection liter) Microcide SQ® and deionized water in a container/sink large
slide. enough so that you can immerse the racks, the plate holders and
the slide completely.
Before immersing the racks and slide, set aside 5 ml of the
decontamination solution for the next step (see below).
Let them soak for a minimum of 15 minutes, longer in case of spills
or stains. Overnight if possible.
Rinse them thoroughly under tap water and allow to dry.
Decontaminate the pipettor wash station Pour the 5 ml of the decontamination solution you set aside in the
previous step into the pipettor wash station.
Let it soak for a minimum of 15 minutes (overnight if possible). Do
not empty. The liquid will drain automatically when the system is
next reinitialized.
Monthly Maintenance
Run the monthly washer maintenance assay Create a worklist for one plate using the monthly washer
maintenance assay and run it (see above).
Run the monthly performance evaluation assays. Create a worklist for two plates using the monthly performance
evaluation assays and run it (see above).
Decontaminate the system-liquid container Empty the container, then fill it with a decontamination solution
consisting of 1.6% (160 ml for 10 liters of deionized water)
Microcide SQ®.
Without putting the cap back on, let it stand for a minimum of 15
minutes (overnight if possible).
Empty the container and rinse it thoroughly, twice with tap water
and once with deionized water.
Before refilling and reconnecting, inspect the filter (attached to the
cap). If damaged or particularly dirty, replacements can be ordered
from Bio-Rad.
Clean the wash buffer / clean fluid bottles The wash buffer/clean fluid bottles can be either soaked and
washed by hand according to the procedure used for laboratory
glassware or cleaned in a laboratory dishwasher. Use the same
cleaning agents as for laboratory glassware.
Do not autoclave.
Clean the bottles only, NOT the caps and sensors.
Software Maintenance
This creates backup copies of all current files that are not part of the standard
installation and stores them, under default settings, in an individual directory
created in the C:\BioRad\Backup directory. The path of the backup directory
can be edited as described in Section 1.5.2.
The name of the individual system backup directory is formed as follows:
"SYSyyyymmddnn" (y = year, m = month, d = day, n = number of backups
done on that day). A new individual directory is created each time you launch
a new backup process (the previous backup is not overwritten).
For crash recovery purposes (see below) it is recommended to save a copy
of these backups either in a secure network location or on external media.
2. Click Restore System Files. This opens the folder where the backup
directories are stored, C:\BioRad\Backup (default) or another location if
you had changed the default target folder for backup directories. If you
want to restore backup files from external media you will need the
assistance of the laboratory's IT Specialist to copy the directories on the
EVOLIS computer first.
3. Find the "SYSyyyymmddnn" directory that you want to restore (generally
the directory with the most recent date) and double-click to open it.
4. Double-click on any file in that directory. This will restore all the files
included in the "SYSyyyymmddnn" directory (the directory itself is not
deleted).
5. At the end of the process, the following message is displayed:
"System files have been restored from
'C:\BioRad\Backup\SYSyyyymmddnn'".
Click OK to close the message.
Both the EVOLIS instrument and the EVOLIS computer contain electrical
and electronic materials.
In countries of the European Union, this means that they are subject to the
WEEE European Union Directive (Directive 2012/19/EU of the European
Parliament and of the Council of 4 July 2012 on waste electrical and
electronic equipment) as attested by the crossed-out wheeled bin labels on
their back panels.
They must not be disposed of as unsorted municipal waste and must be
collected separately and recycled/dismantled/eliminated in compliance with
local regulations implementing the Directive in each country.
Before disposal
Before disposal a complete decontamination of the EVOLIS system (inner and
outer surfaces, washer, waste container, racks…) must be performed, as
described in Section 3.21.
All other used accessories and consumables must be removed from the
system and discarded as contaminated waste. In case of residual kit reagents
(including wash solutions), please refer to the disposal instructions specified
in the corresponding kit inserts.
A backup of all relevant data from the EVOLIS computer to an external media
or a secure network location must be performed. After this backup has been
performed, all sensitive data, including the EVOLIS software, must be deleted
or otherwise permanently erased from the computer (e.g. by reformatting the
disk).
4 Troubleshooting
No response to command [...]. General software error. Communication Click Retry. If the same message is
between the EVOLIS computer and the displayed again, switch off the computer
instrument is interrupted. and restart it. Switch off and restart by
pressing directly the ON/OFF switch
(cold boot), do not perform a proper
Windows shutdown. When the computer
restarts, answer the prompts ”....worklist
...?" and ”is the analyzer still running?”
accordingly. The system starts again
and continues with the worklist in
progress.
You are not authorized to undertake You do not have sufficient access rights See Section 3.19.
this action. to perform this action.
Please ask a supervisor for
assistance.
You cannot cancel this operation Continuous loading error. For continuous loading, follow the
because a new worklist has already procedure described in Section 3.13. To
been scheduled. You must either abort some plates, see Section 3.12.
load or delete the additional plates.
You will be able to add plates in [...] During continuous loading, you have to See Section 3.13.
minutes. Please try again then. wait until all current plates are incubating
to add new plates.
A. Appendices
A 1. Technical Specifications
Electrical
Line voltage, auto-switch 100 - 240 V
Frequency 50 - 60 Hz.
Input Power max. 0.5 kVA
Fuse Rating 4 A / 250 V
Operating conditions
Operating ambient temperature 15° C - 25° C
Relative humidity level max. 90 % R.H. - non condensing
Heat emission 1440 BTU/h
Noise level 65 dB(A) at 1 m
Sample Pipetting
Primary sample capacity Up to 198 samples
Dilution capacity 90 tubes or 3 dilution plates
Sample tube diameter 9 - 16 mm
Sample tube height Up to 100 mm
Sample dilution Serial dilution possible via tubes or
plates
Carry-over N.A. (disposable tips)
Reagent Pipetting
Reagent containers Bio-Rad original reagent bottles
Reagent vials volume 3, 8, 15, 30, 60, 125 ml
Last min. reagent preparation Yes
Reagent identification Internal Barcode Scanner
Lot & expiration management Yes
Disposable Tips
On-board capacity (walk-away) 480 tips of 300 and/or 1 000 µl
In-process reload Yes
Reuse partial tip racks option Yes
Tip waste capacity > 1 000 tips
Tip detection (mechanical) Yes
Pipetting Features
Patient samples (100 µl/ well) < 18 min./ plate
Reagent (100 µl/ well) < 4 min./ plate
Dilution (1:10) < 23 min./ plate
Dilution (1:100) < 45 min./ plate
Single dispense Multi-dispense
Precision (at 20 μl) < 6% CV < 10% CV
Accuracy (at 20 μl) < 10% < 10%
Precision (at 100 μl) < 3% CV < 5% CV
Accuracy (at 100 μl) < 5% < 5%
System-liquid 1 x 10 L
Pipetting Detection
Colorimetric Yes (Verify Dispense)
Capacitive Yes (Aspirate Check)
Pressure Monitoring (barometric) Yes (Aspirate only)
Shaking
On the plate transport unit Yes (linear, variable time, fixed
frequency)
In the incubators Yes (linear, variable time, fixed
frequency)
In the photometer Yes (linear, variable time, fixed
frequency)
Incubation
Room-temperature incubators 4
Heated incubators 4 (independent, heatable from room-
temperature + 5°C up to 50° C)
Precision +/- 1.4° C
Accuracy +/- 1.0° C
Incubation time Programmable
Heating-up (room-temperature -> 37°C) < 30 min.
Temp. display & tracing Yes
Washer
Capacity 1 plate, up to 3 wash buffers
Manifold 8 channels (16 needles)
Plate type (bottom shape) Flat, u- or v-shaped
Wash mode Plate & strip
Cycles 1-9
Soak time (plate mode) 0 - 999 sec.
Dispense volume 200 - 1000 µl/well
Residual volume < 6 µl in F bottom
Features top wash and bottom wash, sweep,
soak, variable pump speeds
3 Wash Buffer bottles, auto-switch 3x2L
Level sensors (on wash buffer) Yes
Alarm (insufficient liquid) Yes
Liquid waste capacity 1 x 10 L
Level sensor (on liquid waste container) Yes
Alarm (waste full) Yes
Washer rinse liquid container 1x1L
Auto-rinse function Yes
Reader (photometer)
Read modes OD and Kinetic
Capacity 1 plate
Reading head 8 channels
Read time (full plate) < 15 sec.
Light source Halogen
Dynamic range 0 – 3.0 OD
8 filter wheel (equipped 405, 450, 492, 550, 620,
690 nm)
Reading method (beam) Single / double
Filter of over-range values Yes
Linearity (0 – 2.0 OD) 1%
Accuracy (0 – 2.0 OD) +/- 0.005 or 2.5 %
Data Processing
Computer (supplied)
User Interface Software under Windows 10 and
Windows 7
Monitor & Printer (supplied)
Communication
RS-232 Serial Port Yes
On-line (bi-directional) Import formats: ASTM, ASCII, ATBarco
Export formats: ASTM, ASCII,
SRIMPORT
A 3. Data Label
Symbols
Reference / Catalog number
Serial number
Date of manufacture
Fuse rating
Manufacturer
A 4. Flags
In the table below, the Result calculation column indicates whether a result
will be calculated by the EVOLIS system for a flagged sample (depending on
the type of flag). The Recalculation possible column indicates whether the
operator has the possibility to "force" the system to recalculate results for
flagged samples, even if the initial results were not calculated.
For more information on interpreting and recalculating flagged results, see
Sections 3.14 and 3.15.
A 5. Revision History
The table below lists all the changes introduced in this version of the manual
compared to the previous version. For further details on these changes,
please call Bio-Rad Technical Support.