The protocol is intended to serve as a blueprint for universities and other organizations considering large-scale testing for SARS-CoV-2 or developing preparedness plans for future viral outbreaks.
Identification and isolation of contagious individuals along with quarantine of close contacts, is critical for slowing the spread of COVID-19. Large-scale testing in a surveillance or screening capacity for asymptomatic carriers of COVID-19 provides both data on viral spread and the follow-up ability to rapidly test individuals during suspected outbreaks. The COVID-19 early detection program at Michigan State University has been utilizing large-scale testing in a surveillance or screening capacity since fall of 2020. The methods adapted here take advantage of the reliability, large sample volume, and self-collection benefits of saliva, paired with a cost-effective, reagent conserving two-dimensional pooling scheme. The process was designed to be adaptable to supply shortages, with many components of the kits and the assay easily substituted. The processes outlined for collecting and processing SARS-CoV-2 samples can be adapted to test for future viral pathogens reliably expressed in saliva. By providing this blueprint for universities or other organizations, preparedness plans for future viral outbreaks can be developed.
The COVID-19 pandemic, caused by the SARS-CoV-2 virus, has caused the deaths of over 6.2 million people to date, with numbers rising every day1. The gold standard of testing for SARS-CoV-2 is quantitative real-time (RT-q) PCR, with primers designed to target the viral genome, such as nucleocapsid, envelope, spike, and RNA-dependent RNA polymerase genes2. At the beginning of the pandemic, sufficient capacity for SARS-CoV-2 testing was severely lacking. It arose from a lack of validated assays, testing components, clinical personnel, and an infrastructure unprepared to rapidly expand to accommodate pandemic-level, mass testing. Due to shortages, testing centers often required a physician's referral to be test eligible. These shortages resulted in delays for testing approval, long lines for uncomfortable nasopharyngeal sample collection, and lengthy wait times for results. Additionally, because of these constraints, testing efforts could not accommodate pre-symptomatic, mild, or asymptomatic carriers unknowingly spreading the SARS-CoV-2. The lack of easily accessible, widespread testing likely contributed to the uncontrolled spread of COVID-19.
Large-scale interval testing can be performed either as surveillance or screening. Both can be used to monitor local positivity rates in high-density or high-risk transmission areas and can be utilized to make public health decisions. Surveillance testing is intended to monitor the incidence and prevalence of disease in a population and is not used for individual diagnostics3. Surveillance results typically are de-identified and not returned to participants; laboratories conducting surveillance testing need not be clinically certified, nor are they required to use an FDA-authorized assay. Screening allows for results to be returned to individual participants, but screening laboratories in the United States must have a Clinical Laboratory Improvement Amendments (CLIA) certificate and meet all applicable CLIA requirements.
The Michigan State University (MSU) early detection program began in September 2020 and has processed over 350,000 samples. The program arose out of a research group's efforts to design a highly sensitive SARS-CoV-2 assay that did not require high demand testing supplies4,5,6,7,8. The goals were to aid clinical labs to increase capacity and develop flexible processes to accommodate supply shortages while also developing a screening strategy to establish a return-to-work plan for the MSU College of Human Medicine. The initial efforts focused on alternative collection, extraction, and quantitation methods for SARS-CoV-2. High demand and subsequent shortages of nasopharyngeal swabs led to the evaluation of anterior nares samples collected with buccal swabs, and reagent shortages resulted in development of a sample extraction method adapted from early reports out of Wuhan, China9. To increase sensitivity for detecting SARS-CoV-2 in anterior nares samples, droplet digital PCR was substituted for RT-qPCR6,7. Though droplet digital PCR is highly sensitive and can provide absolute values with an endpoint readout, it was determined that its use was not feasible for large-scale testing due to the lack of reliable high-throughput instrumentation for the technology. Additionally, self-collection of anterior nares samples based on levels of human RNase P was extremely variable, suggesting that it was not sufficiently reliable for mass testing.
An alternative to nasopharyngeal and anterior nares swabs is the collection of saliva. Respiratory viruses such as SARS-CoV, H1N1, and MERS were all historically detected in saliva10,11,12,13. This was subsequently proven true for SARS-CoV-214,15,16,17. Direct comparison between saliva and nasopharyngeal samples showed saliva yields higher viral titers than nasopharyngeal swabs in matched samples, and that saliva is less variable with repeated sample collection14. Saliva has also been reported to be more sensitive in certain variants, such as Omicron, compared to Delta16. Added benefits to saliva collection are the relative ease of off-site self-collection without high-demand supplies, the ability to repeatedly retest the sample if needed, the elimination of on-site staffing requirements for sample collection, and the avoidance of participant queues which could increase the potential for viral transmission. The lab-assembled saliva kit was developed as a collaboration among lab assay developers, experts in the school of packaging, university branding experts, safety officers, and external manufacturing partners that produced the box and labeling system.
While saliva samples offer ample genetic starting material and RT-qPCR provides sensitive, reliable outcomes, the cost of reagents (primer/probes and master mix) made large-scale testing of individual samples a costly endeavor on an individual, per sample basis. Since the primer/probes and master mix are the most expensive components of the process, the goal was to seek solutions that would stretch their use and therefore decrease the per sample cost. Systemically optimizing sample pool size based upon incidence in the community and assay sensitivity has been proposed for SARS-CoV-2 testing18. However, when pools of any size indicate presence of SARS-CoV-2, all participants in the pool must be retested, resulting in lost time and increased opportunities for spread. To address these limitations, a two-dimensional pooling method was employed, like the process proposed by Zilinskas and others19 to conduct a first pass under the strictures of surveillance testing. In this process, 96 individual samples are placed in a 96-well plate consisting of 12 columns and eight rows. Each sample is included in a pool of eight and a pool of 12 on two different reaction plates. This results in every sample being uniquely represented with the two pools. Deconvolution of the pools based on the coordinates identifies potentially positive samples. Samples in pools where SARS-CoV-2 was not detected, do not move from surveillance testing to screening. Meanwhile, samples from individuals testing positive in the surveillance process are re-extracted through a CLIA-approved screening process. If confirmed positive, individuals are given their result, referred to the university physician's office, contact tracing is initiated, and the health department is notified. In total, an individual's sample is tested in three separate reactions before being declared positive, twice in surveillance pools and once as a single confirmatory screen, reducing the chances of a false positive. Sample pooling uses ~80% less reagents than running samples individually, resulting in a cost of ~$12 per sample.
Beyond the saliva kit, pooling strategy, and assay development process, the team also developed a logistics plan for distribution of kits, collection of samples, and reporting of results. Participants in the program pick up their kit, register the unique alphanumeric code on their tube, produce their sample and deposit it in one of the many drop-off bins where they are picked up daily and transported to the lab. The lab processes the samples, the technical supervisor reviews and uploads results, and participants are notified to check the results portal. This process has a turnaround time of 24-48 h from the time a sample is deposited. The collaboration from all parts of the institution were key for a successful large-scale implementation of this hybrid surveillance and screening process. The following procedures and descriptions of the testing program and infrastructure needed are intended as blueprints on how to scale-up testing for future surveillance and/or screening purposes.
During sample processing, there are steps requiring careful attention. The initial quality control step which looks at the sample volume, consistency, color, and presence of added beads is critical to the overall success of the process. Tubes with samples that do not contain the correct amount of saliva could produce a false negative, as too little saliva would result in not enough genetic material; conversely, too much saliva would not be in the correct ratio with the RNA buffer and RNA degradation could occur. In rare …
The authors have nothing to disclose.
The authors would like to acknowledge participants in Michigan State University Institutional Review Board approved studies used to optimize the methods (STUDY00004265, STUDY00004383, STUDY00005109), as well as those that went out to collect samples used to test the methods (Dr. Katie Miller, Anna Stoll, Brian Daley, Dr. Claudia Finkelstein). This endeavor was supported by Michigan State University.
1 Step MM, no ROX | Thermo Fisher | A28523 | |
1.2 mlDeep well Plates | Fisher | AB0564 | |
100 mL reagent reservoirs | Corning | 4872 | |
2.8 mm Ceramic Beads | OMNI | 19-646 | |
25 ml conical w/screw cap | VWR | 76338-496 | |
50mL V bottom reservoirs | Costar | 4870 | |
5430-High-Speed Centrifuge | Eppendorf | 22620601 | |
5ml Eppendorf Tube | Fisher | 14282300 | |
8 strip tubes for QuantStudio | life technologies | 4316567 | |
Beta Mercaptoethanol | Fisher | AC125472500 | |
Ethanol 200 Proof, Molecular Biology Grade | Fisher | BP28184 | |
Microamp Endura Optical 96-well fast clear reaction plate with barcode | life technologies | 4483485 | |
Microamp Fast Optical 96 well plate | Fisher | 4346906 | |
Mini Microcentrifuge | Corning Medical | 6770 | |
optical caps for strip tubes | life technologies | AB-1820 | |
Optical Film | Thermo Fisher | 4311971 | |
PCR plate sealing film Non-optical | Fisher | AB-0558 | |
PCR Plate semi-skirted | Fisher | 14230244 | |
QuantStudio 3 Real-Time PCR System, 96-well, 0.1 mL | Thermo Fisher | A28136 | |
Quick RNA Viral Kit confirmation | Zymo | R1035 | |
Reagent Reservoir, 100ml | DOT | 229298 | |
RNA Shield | Zymo | R1200-1L | |
Small Biohazard Bags | Fisher | 180000 | |
Taqpath RTPCR COVID19 kit | Thermo Fisher | A47814 | |
Thermo Scientific Sorvall ST4R Plus Centrifuge | Thermo Fisher | 75009525 | |
Transfer Pipet | Fisher | 22170404 | |
Viral 96 Kit | Zymo | R1041 | |
Vortex Mixer | Fisher | 2215414 |
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