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BS EN ISO 17511:2021 – TC

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Tracked Changes. In vitro diagnostic medical devices. Requirements for establishing metrological traceability of values assigned to calibrators, trueness control materials and human samples

Published By Publication Date Number of Pages
BSI 2021 170
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This document specifies technical requirements and documentation necessary to establish metrological traceability of values assigned to calibrators, trueness control materials and human samples for quantities measured by IVD MDs. The human samples are those intended to be measured, as specified for each IVD MD. Metrological traceability of values for quantities in human samples extends to the highest available reference system component, ideally to RMPs and certified reference materials (CRMs).

All parties having a role in any of the steps described in a calibration hierarchy for an IVD MD are subject to the requirements described. These parties include but are not limited to manufacturers (of IVD MDs), RMP developers (see ISO 15193), RM producers (see ISO 15194), and reference/calibration laboratories (see ISO 15195) supporting calibration hierarchies for IVD MDs.

NOTE 1 Producers of RMs intended for use in standardization or calibration of IVD MDs include commercial and non-commercial organizations producing RMs for use by many end-users of IVD MDs and/or calibration laboratories, or for use by a single end-user medical laboratory, as in the case of a measurement standard (calibrator) intended to be used exclusively for calibration of a laboratory-developed MP.

This document is applicable to:

  1. all IVD MDs that provide measurement results in the form of numeric values, i.e. rational (ratio) and/or differential (interval) scales, and counting scales.

  2. IVD MDs where the measurement result is reported as a qualitative value established with a ratio of two measurements (i.e. the signal from a specimen being tested and the signal from a RM with a specified concentration or activity at the cut-off), or a counting scale, with corresponding decision threshold(s). This also includes IVD MDs where results are categorized among ordinal categories based on pre-established quantitative intervals for a quantity.

  3. RMs intended for use as trueness control materials for verification or assessment of calibration of IVD MDs, i.e. some commutable CRMs and some external quality assessment (EQA) materials (if so indicated in the RM’s intended use statement).

  4. IVD MD-specific calibrators and trueness control materials with assigned values, intended to be used together with a specified IVD MD.

  5. IVD MDs as described in a) and b), where no end-user performed calibration is required (i.e. when the manufacturer performs a factory calibration of the IVD MD).

This document is not applicable to:

  1. calibrators and trueness control materials for IVD MDs which, due to their formulation, are known to have zero amount of measurand;

  2. control materials that are used only for internal quality control purposes in medical laboratories to assess the imprecision of an IVD MD, either its repeatability or reproducibility, and/or for assessing changes in IVD MD results compared to a previously established calibration condition;

  3. control materials that are used only for internal quality control purposes in medical laboratories and which are supplied with intervals of suggested acceptable values that are not metrologically traceable to higher order reference system components;

  4. properties reported as nominal scales and ordinal scales, where no magnitude is involved.

NOTE 2

Nominal scales are typically used to report e.g. identity of blood cell types, microorganism types, identity of nucleic acid sequences, identity of urine particles.

NOTE 3

Ordinal scales are often applied to results differentiated into dichotomous groupings (e.g. ‘sick’ vs. ‘healthy’), and occasionally to results differentiated into non-dichotomous categories where the result categories are rank-ordered but the rank-ordered categories cannot be differentiated in terms of relative degree of difference, e.g. negative, +1, +2, +3 for grading of presence of haemoglobin in urine specimens by visual observation.

PDF Catalog

PDF Pages PDF Title
1 30446296
101 A-30378310
102 National foreword
106 European foreword
107 Annex ZA (informative) Relationship between this European Standard and the General Safety and Performance Requirements of Regulation (EU) 2017/746 aimed to be covered
112 Foreword
114 Introduction
115 1 Scope
116 2 Normative references
3 Terms and definitions, symbols and abbreviated terms
133 4 General requirements to be fulfilled by a manufacturer for establishing, validating and documenting metrological traceability of human sample values determined with a specified IVD MD
4.1 Requirements for documenting metrological traceability of measured quantity values
4.2 Definition of the measurand
134 4.3 Specifications for maximum allowable expanded measurement uncertainty, Umax(y)
4.3.1 General requirements
4.3.2 Scope of the specification
4.4 Defining the calibration hierarchy
4.4.1 General requirements
135 4.4.2 Measured quantity
4.4.3 Highest level of metrological traceability
4.4.4 Traceability to SI
4.4.5 Non-SI traceable IVD MDs
4.4.6 Number of levels in the specified hierarchy
4.5 Selection and requirements for RMs and calibrators
4.5.1 General requirements
4.5.2 Characteristics to be documented
136 4.5.3 Higher order RMs that conform with ISO 15194
4.5.4 RMs not conforming to ISO 15194
4.5.5 Commutability of RMs
137 4.5.6 Exception to commutability assessment requirements
4.5.7 Application of a non-commutable CRM
4.5.8 Alternative RMs
4.5.9 Augmentation of alternative RMs
138 4.5.10 Non-commutable end-user IVD MD calibrators
4.6 Selection and requirements for MPs
4.6.1 Rationale for selection of MPs and documentation responsibility
4.6.2 Metrological status of MPs
4.6.3 Reference measurement laboratories
139 4.6.4 Impact of influence quantities
4.6.5 Changes in the measured quantity within a calibration hierarchy
4.7 Estimating uncertainty of assigned values for end-user IVD MD calibrators
4.7.1 General requirements
140 4.7.2 Documentation for method of estimating ucal
4.7.3 Statistical considerations and scope of ucal estimates
4.7.4 Expression of ucal
141 4.7.5 Product modifications
142 4.7.6 Information to be provided to the end-user
4.8 Validation of metrological traceability of values assigned to an IVD MD calibrator
4.8.1 General validation requirements
4.8.2 Validation strategies
143 4.8.3 Test design considerations and acceptance criteria
4.8.4 Calibration hierarchies with an available RMP
4.8.5 Calibration hierarchies with no available RMP
4.8.6 Calibration hierarchies with no RMPs and no CRMs
144 4.8.7 Validation of design changes to an end-user IVD MD calibrator
4.9 Additional calibration hierarchy documentation responsibilities
4.9.1 Obligation to end-users
4.9.2 Maintaining documentation
4.9.3 Third party manufacturers of IVD MD calibrators
4.9.4 Modifications introduced by independent entities
145 4.9.5 Calibration hierarchies supporting IVD MDs developed by a single entity for its own use
4.9.6 RMs other than end-user IVD MD calibrators
4.9.7 EQA and PT materials with claims of metrologically traceable target values
5 Model calibration hierarchies for metrological traceability
5.1 Elements of the description of a calibration hierarchy
146 5.2 Cases with RMPs and primary RMs
5.2.1 General considerations
147 5.2.2 Definition of the measurand
148 5.2.3 Selecting RMPs
5.2.4 Primary RMPs
149 5.2.5 Primary calibrators
5.2.6 Assigning a value to a secondary RM or calibrator
5.2.7 Commutability of secondary RMs
5.2.8 Manufacturer’s Selected MP
5.2.9 Working calibrators
150 5.2.10 Manufacturer’s standing MP
5.2.11 Manufacturer’s end-user calibrator
5.2.12 ucal of the assigned value of the end-user calibrator
5.2.13 End-user IVD MD
5.3 Cases with a primary RMP that defines the measurand
5.3.1 General Considerations
152 5.3.2 Definition of the measurand
5.3.3 Higher order RMP that defines the measurand
5.3.4 The primary RMP and definition of the measurand
5.3.5 Documentation of the primary RMP
153 5.3.6 Assignment of values to secondary RMs
5.3.7 Manufacturer’s selected MP
5.3.8 Manufacturer’s working calibrator
154 5.3.9 Manufacturer’s standing MP
5.3.10 Manufacturer’s end-user calibrator
5.3.11 End-user IVD MD
5.4 Cases for measurands defined by a RMP calibrated with a particular primary calibrator
5.4.1 General considerations
155 5.4.2 Definition of the measurand
156 5.4.3 Value assignment of the primary RM
5.4.4 Value assignment of the primary calibrator
5.4.5 Selection and intended use of the RMP in the calibration hierarchy
5.4.6 Manufacturer’s selected MP
5.4.7 Manufacturer’s working calibrator
157 5.4.8 Manufacturer’s standing MP
5.4.9 End-user IVD MD calibrator
5.4.10 End-user IVD MD
5.5 Cases with an international conventional calibrator that defines the measurand
5.5.1 General considerations
159 5.5.2 The international conventional calibrator — Material description
5.5.3 Value assignment of an international conventional calibrator
5.5.4 Commutability of an international conventional calibrator
160 5.5.5 Calibration and selection of the manufacturer’s selected MP
5.5.6 Characteristics and value assignment of the manufacturer’s working calibrator
5.5.7 Manufacturer’s standing MP
5.5.8 End-user IVD MD calibrator
5.5.9 End-user IVD MD
5.6 Cases with metrological traceability supported by an international harmonisation protocol
5.6.1 General Considerations
161 5.6.2 International harmonisation protocol
162 5.6.3 Assignment of values to harmonisation RMs
5.6.4 Application of harmonisation RMs
5.6.5 End-user IVD MD
5.7 Cases for measurands with metrological traceability only to manufacturer’s internal arbitrarily defined RM(s)
5.7.1 General considerations
163 5.7.2 Selection of RMs
164 5.7.3 Manufacturer’s Selected MP
5.7.4 Manufacturer’s Standing MP
5.7.5 End-user IVD MD calibrators
5.7.6 End-user IVD MD
5.7.7 Documentation of the calibration hierarchy
165 6 Labelling information to be provided to end-users by the manufacturer
166 Bibliography
BS EN ISO 17511:2021 - TC
$258.95