MORGAM logo

Description and quality of baseline data:
Cholesterol

Matti Niemelä1 and Kari Kuulasmaa1 for the MORGAM Project2

1 Department of Health Promotion and Chronic Disease Prevention, National Public Health Institute, Helsinki, Finland
2 See Annex for the sites and key personnel of contributing MORGAM Centres


Valid HTML 4.01 Transitional
© National Institute for Health and Welfare and the MORGAM Project investigators
Last updated: 4 July 2007
For more information, please contact Kari Kuulasmaa (firstname.lastname@thl.fi)

Contents

1. Data items considered

MORGAM collected data on total and HDL cholesterol, which were measured in the baseline examination. Cholesterol values were determined in local laboratories of the MPCs, and they were transferred to the MDC using the Data transfer format - MONICA survey data (Form 20), which has the following relevant data items:

There are two data items for total cholesterol and two for HDL cholesterol because the data were transferred in the units that were used in the laboratory. For data analysis, four derived variables had been defined by the time of the preparation of this document:

2. Approach to the description and quality assessment

This description and quality assessment considers:

  1. the pre-analytic methods and procedures that are relevant for the quality of the data;
  2. the laboratory methods and procedures;
  3. the external laboratory quality control; and
  4. distributions of the data items.

MORGAM has collected data on the date of total and HDL cholesterol laboratory analysis but these were not systematically evaluated in this quality assessment report.

To quantify the quality of the procedures used for the storage of the blood samples in various stages before analysis the Sample Storage Score (SSS) was defined as:

SSS = 2 if procedure adequate,
1 if procedure likely to increase variation between subjects,
0 if procedure likely to cause substantial variation between subjects.

3. Pre-analytic methods and procedures

A review of pre-analytic sources of variation of cholesterol measurements is given in the MONICA quality assessment reports of total [1] and HDL [2] cholesterol. For total cholesterol, the review has been updated in Reference [3]. Relying on these documents, we describe the methods and procedures which are relevant for the quality of the MORGAM data.

3.1 Time of year of blood collection

A variety of studies have noted seasonal variation in blood lipid levels. Cholesterol levels are 3-5 % higher in the autumn and winter than in the spring and summer. A recent longitudinal study of Ockene et al. [4] suggests that the seasonal variation is largely explained by changes in plasma volume linked to changes in temperature and/or physical activities, and is particularly large in women and hypercholesterolemic individuals. In their study, the mean seasonal amplitude for the total serum cholesterol was 0.10 mmol/l in men and 0.14 mmol/l in women. Likewise, HDL cholesterol levels peaked significantly in the winter. Therefore, if the baseline examination is extended to several seasons, this is a potential source of variation between members of the cohort. The baseline survey periods of the MORGAM cohorts are given in Table 1 of Section "Description and quality of the cohorts". The main findings in Table 1 are:

3.2 Personnel taking blood samples and preparing plasma/serum samples

Training of the personnel for the use of the study methods and procedures is crucial for the quality of the data. The ability to use the methods is confirmed through certification. If the data collection period is long, recertification is recommended.

Table 1 reports the number of personnel taking blood samples and handling vials in the baseline examinations and their training and certification. Similar information on the laboratory team members directly involved in the preparation of plasma/serum samples is given in Table 2. The main findings on these two tables are:

3.3 Fasting status and posture of subjects during venepuncture

The fasting time makes no noticeable difference in total or HDL cholesterol levels. Table 3 reports the fasting status of the subjects during venepuncture.

The posture of the subject when blood is drawn influences the analysis of non-filterable blood constituents. The differences are caused mainly by shifts in the plasma volume. Change of posture from supine to standing causes about 14 % reduction in plasma volume in 30 minutes and an increase in total cholesterol of about 9 %. The difference between sitting and lying is about 6 %. Therefore, if the posture varies between the subjects within a cohort, this is a potential source of variation between the subjects. Table 3 reports the posture of the subjects during venepuncture:

Differences in the posture should be acknowledged in comparisons between RUAs, and adjusted for in analyses pooling data from several RUAs.

3.4 Blood drawing: tourniquet use and tube collection

Prolonged venous occlusion produced by prolonged use of tourniquet is associated with higher cholesterol values compared to values obtained without tourniquet use. Levels can increase by 2-5 % after 2-3 minutes of venous occlusion but tourniquet use up to one minute is not associated with any observable increase in cholesterol levels. A skilful nurse needs less than a minute for drawing the first few tubes. Therefore, even a prolonged use of tourniquet may not be a problem if the first or the second tube are used for cholesterol measurement. Table 4 reports the use of tourniquet during blood drawing and provides information on the tubes:

Overall, the use of tourniquet was well under control, and therefore is not expected to bias the results in the MORGAM cohorts.

3.4 Preparation of plasma or serum samples

Material for lipid determination

Cholesterol measurement can be done either on serum or plasma. The difference between cholesterol level in plasma and serum depends on the anticoagulant used. When disodium EDTA is used, the total cholesterol is 1-5% lower compared to the use of serum. Table 5 shows the blood sample type used:

Differences in the material used for cholesterol determination should be acknowledged in comparisons between Cohorts, and adjusted for in analyses pooling data from several Cohorts.

Storage before centrifugation

Standard guidelines for blood sample handling state that plasma or serum should be separated from cells as soon as possible and certainly within two hours after blood drawing. However, even a 48 hours' storage at room temperature does not seem to affect the total cholesterol level notably, whereas for HDL cholesterol an up to 3% increase per day can occur. Table 5 reports the material used for lipid determination and the storage before centrifugation:

Storage before isolation of HDL cholesterol

Isolation of HDL should preferably be done on fresh serum aliquots on the day of blood collection. If not possible, the separated serum and plasma should be frozen at -20°C and precipitation should be done within 14 days. Isolation done on stored fresh samples at +4°C more than three days leads to a remarkable reduction in HDL levels. Storage of frozen samples for more than 14 days at -20°C leads to a decrease in HDL cholesterol levels, whereas storage at lower temperatures does not produce such modifications. Table 6 reports the storage before isolation of HDL cholesterol. The Sample Storage Score (SSS) for the storage before isolation of HDL cholesterol was at least one for all Cohorts, and less than two for:

3.6 Storage of the centrifuged samples before analysis

Total cholesterol

Storage using refrigeration or at room temperature is not crucial if the material is analyzed within a few days and bacterial contamination is avoided. Freezing in appropriate vials is acceptable if at a temperature of -20°C for 1 year or at a temperature of -60°C for a longer period. Vials should be kept tightly closed.  Table 7 reports the storage of the samples before the analysis of total cholesterol. The Sample Storage Score (SSS) for the centrifuged samples before analysis of total cholesterol was at least one for all Cohorts, and less than two for:

HDL cholesterol

The determination of HDL cholesterol should preferably be done on the same day as HDL isolation. If necessary, storage should not exceed 4 days at +4°C. For longer periods, storage at -20°C or lower is required. Volume and concentration changes should be prevented by leak-proof stoppers. Table 8 reports the storage of samples before the analysis of HDL cholesterol. The Sample Storage Score (SSS) for the storage of samples before the analysis of HDL cholesterol was at least one for all Cohorts, and less than two for:

4. Laboratory methods and procedures

The laboratory methods used for cholesterol measurement and isolation of HDL cholesterol are described in Table 9. All of the used methods can give reliable and comparable results provided that good reagents are used, the instruments and methods are properly calibrated and the procedures are carried out with care. Internal quality control is crucial for reliable lipid measurements. The internal quality control procedures recommended in the MONICA surveys are described in the MONICA Manual. The quality of the laboratory can be assessed best through external quality control.

5. External laboratory quality control

The external quality control (EQC) schemes in which the laboratories participated are given in Table 10. In recent years, unfortunately only after the MORGAM baseline surveys, laboratory accreditation has been established to provide a means of determining the competence of laboratories.

The EQC schemes used in the MORGAM Cohorts are:

RLRC
EQL scheme provided by the WHO Regional Lipid Reference Centre in Prague, Czech Republic. The scheme is described in the MONICA Manual, and details of the performance of the MONICA Cohorts are given in the MONICA quality assessment reports of total and HDL cholesterol. Bias was calculated from the known reference values of the control pools.
CDCC
The EQC scheme of the Centres of Disease Controll, Atlanta, USA [5]. Bias was calculated from the known reference values of the control pools.
UKNEQAS
The United Kingdom National External Quality Assessment Scheme. It is a network in which analytes are distributed to the participating laboratories at regular frequency, and the laboratories return the results to the scheme organiser. This then calculates the mean value over the laboratories, a measure of the between-laboratory precision,  and the bias. In this programme, the bias is calculated from the mean of the participating laboratories.
CAPP
The EQC scheme of the College of American Pathologists.

We do not, in general, have the results of the external quality assessment available, but for the cohorts which were measured within the WHO MONICA Project, the results have been published (see RLRC above). Nearly all of the MORGAM cohorts which took part in MONICA had a satisfactory EQC result for total cholesterol, although the MONICA criteria, which were set for the comparison of population mean values, are more strict than is needed for the follow-up analysis of MORGAM. For HDL cholesterol, which is more difficult to measure, the EQC result in MONICA was worse. Again, this is a smaller problem for MORGAM than for MONICA because the heterogeneity of  individuals within the Cohorts is much larger than the variation of mean levels between the Cohorts.

6. Distributions of the data items

Here are hyperlinks to the distributions of the data items:

Although MORGAM has defined the cohorts as those on whom baseline data on smoking, blood pressure and cholesterol are available, most of the cohorts have some subjects with missing data on cholesterol. MORGAM has accepted also this "wider" definition of cohorts, as it is no harm for the database. A typical reason for missing cholesterol data in the MONICA cohorts is that the results of samples analyzed at a time when the laboratory did not pass the internal or external quality control were disregarded. The percentage of missing data is particularly high in RUS-NOV (up to 11% for total cholesterol and 19% for HDL cholesterol in Cohort 01) and UNK-CAE (14% for total cholesterol and 24% for HDL cholesterol).

7. Discussion

We can be quite confident in using the MORGAM baseline data on total and HDL cholesterol for data analysis. In all Cohorts, the measurements were done as part of a well-planned epidemiological studies with defined study procedures and training of the personnel for study procedures. Furthermore, all laboratories took part in recognized external quality control schemes.

Most of the Cohorts were examined as part of the WHO MONICA Project, which has published detailed quality assessment reports. The aim of the MONICA Project was to obtain population mean values that were used to assess trends over time and to compare cholesterol levels between populations. The magnitude of the time trends and the differences between the population mean values, which would have been statistically significant, were often similar to or even smaller than the accuracy to which a laboratory could be standardized. Therefore, the  MONICA quality requirements had to be very strict. Nearly all of the MORGAM Cohorts, that also took part in MONICA, passed the MONICA criteria for total cholesterol. The quality of HDL cholesterol was a disappointment in MONICA, but the desirable quality was higher than could be achieved in a laboratory at that time, and still today. In MORGAM, where the statistical inference is not based on the comparison between cohort mean values but on the variation between persons within the cohorts, the desirable quality criteria are clearly lower than in MONICA. Therefore, also the quality of HDL measurements can be considered reasonable.

The strict quality criteria of MONICA can be seen in the relatively large number of subjects with missing data on cholesterol in some Cohorts or long storage times of the samples before the laboratory analyses: the laboratory results were disregarded because the quality control indicated problems, and/or the analysis was not started before it could be confirmed that the laboratory is well standardized.

Despite the laboratory quality, there are methodological differences between the Cohorts, which may affect cholesterol levels. This concerns the time of year of blood collection, posture of the subjects during venepuncture, use of serum vs. EDTA plasma, and the use of different laboratories. These need to be adjusted for in the data analysis, for example by stratifying the analysis by RUA or Cohort.

8. Comments on individual RUAs

The following list includes only the RUAs with specific findings or exceptional background information relevant for the use of the data:

AUS-NEW

DEN-GLO

FIN-ATB

FRA-LIL/STR/TOU

LTU-KAU

POL-TAR

POL-WAR

UNK-BEL

UNK-CAE

References

  1. Ferrario M, Kuulasmaa K, Grafnetter D, Moltchanov V, for the WHO MONICA Project. Quality assessment of total cholesterol measurements in the WHO MONICA Project. (April 1999). Available from URL:http://www.ktl.fi/publications/monica/tchol/tcholqa.htm, URN:NBN:fi-fe19991083.
  2. Marques-Vidal P, Ferrario M, Kuulasmaa K, Grafnetter D, Moltchanov V, for the WHO MONICA Project. Quality assessment of data on HDL cholesterol in the WHO MONICA Project. (June 1999). Available from URL:http://www.ktl.fi/publications/monica/hdl/hdlqa.htm, URN:NBN:fi-fe19991137.
  3. Tolonen H, Ferrario M, Kuulasmaa K, for the WHO MONICA Project. Standardization of total cholesterol measurement in population surveys - pre-analytic sources of variation and their effect on the prevalence of hypercholesterolaemia. Eur J Cardiovasc Prev Rehabil. 2005;12:257-267.
  4. Ockene IS, Chiriboga DE, Stanek EJ 3rd, Harmatz MG, Nicolosi R, Saperia G, Well AD, Freedson P, Merriam PA, Reed G, Ma Y, Matthews CE, Hebert JR. Seasonal variation in serum cholesterol levels: treatment implications and possible mechanisms. Arch Intern Med. 2004;164(8):863-70.
  5. Gunter E, Lewis B, SM K. Laboratory Procedures Used for the Third National Health and Nutrition Examination Survey (NHANES III), 1988-1994. 1996. Available from: URL:http://www.cdc.gov/nceh/dls/labman.pdf

Updates to this document

Date Update
2007-07-04 First published version.