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Handbook of Human Immunology
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HUM AN
IMMUNOLOGY
Handbook of
Second Edition
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CRC Press is an imprint of the
Taylor & Francis Group, an informa business
Boca Raton London New York
HUM AN
IMMUNOLOGY
Edited by
Maurice R. G. O’Gorman, Ph.D.
The Children's Memorial Hospital
Chicago, Illinois
Albert D. Donnenberg, Ph.D. Hillman Cancer Center
Pittsburgh, Pennsylvania
Handbook of
Second Edition
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Cover art by Yoju from the original artwork “Ao ni Aru Saibo”-525A. Copyright Yoju’s Studio. Used
with permission.
CRC Press
Taylor & Francis Group
6000 Broken Sound Parkway NW, Suite 300
Boca Raton, FL 33487-2742
© 2008 by Taylor & Francis Group, LLC
CRC Press is an imprint of Taylor & Francis Group, an Informa business
No claim to original U.S. Government works
Printed in the United States of America on acid-free paper
10 9 8 7 6 5 4 3 2 1
International Standard Book Number-13: 978-0-8493-1984-6 (Hardcover)
This book contains information obtained from authentic and highly regarded sources. Reprinted
material is quoted with permission, and sources are indicated. A wide variety of references are
listed. Reasonable efforts have been made to publish reliable data and information, but the author
and the publisher cannot assume responsibility for the validity of all materials or for the consequences of their use.
Except as permitted under U.S. Copyright Law, no part of this book may be reprinted, reproduced,
transmitted, or utilized in any form by any electronic, mechanical, or other means, now known or
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Trademark Notice: Product or corporate names may be trademarks or registered trademarks, and
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Library of Congress Cataloging-in-Publication Data
Handbook of human immunology / editors, Maurice R. G. O’Gorman and Albert
D. Donnenberg -- 2nd ed.
p. ; cm.
“A CRC title.”
Includes bibliographical references and index.
ISBN 978-0-8493-1984-6 (alk. paper)
1. Immune system. 2. Immunology. I. O’Gorman, Maurice R. G. II.
Donnenberg, Albert David. III. Title.
[DNLM: 1. Immunity. 2. Immune System Diseases. 3. Immunologic
Techniques. 4. Immunologic Tests. QW 540 H236 2008]
QR181.H27 2008
616.07’9--dc22 2007035313
Visit the Taylor & Francis Web site at
http://www.taylorandfrancis.com
and the CRC Press Web site at
http://www.crcpress.com
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v
Contents
Preface ......................................................................................................................ix
Editors .......................................................................................................................xi
Contributors ........................................................................................................... xiii
Chapter 1 Overview of Immunity .........................................................................1
James D. Folds
Chapter 2 Statistics of Immunological Testing ...................................................29
Albert D. Donnenberg
Chapter 3 Human Immunoglobulins ..................................................................63
Robert G. Hamilton
Chapter 4 The Complement System ................................................................. 107
Patricia C. Giclas
Chapter 5 Cellular Immunology: Monitoring of Immune Therapies ............... 137
Theresa L. Whiteside
Chapter 6 Understanding Clinical Flow Cytometry ......................................... 181
Albert D. Donnenberg and Vera S. Donnenberg
Chapter 7 Leukemia and Lymphoma Immunophenotyping
and Cytogenetics .............................................................................. 221
Maria A. Proytcheva
Chapter 8 Guidelines for the Use of Flow Cytometry in the
Management of Patients Infected with the Human
Immunodefi ciency Virus Type-1 and the Acquired
Immunodefi ciency Syndrome .......................................................... 257
Maurice R.G. O’Gorman
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vi Contents
Chapter 9 Role of Flow Cytometry in the Diagnosis and Monitoring
of Primary Immunodefi ciency Disease ............................................267
Maurice R.G. O’Gorman
Chapter 10 Detection and Characterization of the T-Cell
Receptor Repertoire ......................................................................... 313
Gulbu Uzel
Chapter 11 Human Leukocyte Differentiation Antigens, Cluster
of Differentiation: Past, Present, and Future .................................... 319
Maurice R.G. O’Gorman
Chapter 12 Immunologic Diagnosis of Autoimmunity ......................................369
Noel R. Rose
Chapter 13 Autoimmune and Immune-Mediated Diseases
of the Gastrointestinal Tract ............................................................. 383
Stefano Guandalini, Mala Setty, and Bana Jabri
Chapter 14 Serologic Testing for Infectious Diseases ........................................ 421
John L. Schmitz
Chapter 15 Molecular Techniques Applied to Infectious Diseases .................... 441
Jennifer S. Goodrich and Melissa B. Miller
Chapter 16 Cytokines: Regulators of Immune Responses and Key
Therapeutic Targets .......................................................................... 495
Barbara Detrick, Chandrasekharam N. Nagineni,
and John J. Hooks
Chapter 17 Measuring Human Cytokines .......................................................... 517
Holden T. Maecker
Chapter 18 The Human Major Histocompatibility Complex and
DNA-Based Typing of Human Leukocyte Antigens
for Transplantation ........................................................................... 541
Susana G. Marino, Andrés Jaramillo,
and Marcelo A. Fernández-Viña
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Contents vii
Chapter 19 Relevance of Antibody Screening and Crossmatching
in Solid Organ, Hematopoietic Stem Cell Transplantation,
and Blood Transfusion .....................................................................565
Chee L. Saw, Denise L. Heaney, Howard M. Gebel,
and Robert A. Bray
Chapter 20 Functional Assessment of Immunosuppression: Monitoring
Posttransplant Alloreactivity with Flow Cytometric Mixed
Lymphocyte Cocultures ................................................................... 589
Chethan Ashok Kumar, Ali Abdullah, Alison Logar,
Patrick Wilson, Anjan Talukdar, Nydia Chien,
Mandal Singh, and Rakesh Sindhi
Index .....................................................................................................................599
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ix
Preface
Since the publication of the fi rst edition of the Handbook of Human Immunology in
1997, major scientifi c achievements have contributed directly to an increased understanding of the complexities of the human immune system in health and disease.
Whether directly as a result of the sequencing of the entire human genome or as a
result of the technological advancements in the completion of the latter, several new
components of the immune system have been revealed, and new technologies for
their measurement and evaluation have been developed. In the past decade, the number of recognized clusters of differentiation (CD) on the surface of leukocytes and
associated cells has more than doubled; an entire new chemokine and chemokine
receptor nomenclature system has been established; the number of “lymphokines”
(now greater than 30) and humanized monoclonal antibody therapy have become a
staple of our pharmacologic armamentarium (to mention only a few of the signifi -
cant immunological developments of the past decade). The discovery of all of these
immune system components has been accompanied by the development of new and
improved methods for their detection as well as the recognition of the roles that these
components play in health and disease. These major breakthroughs are refl ected in
the present edition of the Handbook of Human Immunology.
There are six new chapters for a total of 20 (compared to 14 in the previous
edition) written by 12 new authors covering all the major components of the innate
and adaptive human immune system, descriptions of the specifi c human conditions
characterized by their assessment, the specifi c technologies and methods currently
used for their measurement, and fi nally the relevance and potential pitfalls involved
in the interpretation of their specifi c measurements.
As in the past, the book is introduced with an overview of the immune system,
which is immediately followed by a new, practical, and fun-to-read chapter on “Statistics
of Immunological Testing” that is invaluable both in interpreting test results and also
in the validation of new tests and the development of reference ranges. Throughout
this edition, readers will fi nd “normal ranges” including serum immunoglobulins,
complement components, cytokines, and new to this edition—age-associated normal
ranges for lymphocyte subsets. The fi rst edition’s chapter on fl ow cytometry has been
expanded into six completely revised chapters including a thorough treatise on general
fl ow cytometry principles and practice, quality control and theory, leukemia and lymphoma immunophenotyping analyses along with cytogenetic abnormalities, an update
on CD4 measurement guidelines in HIV-infected persons and two new chapters covering (1) the fl ow cytometry–based diagnosis of primary immunodefi ciency disease and
(2) a history of the human leukocyte differentiation antigen workshops (now renamed
the human cell differentiation antigen workshops) along with two comprehensive and
very informative tables on CD.
The chapters on clinical laboratory disease monitoring include laboratory methods for monitoring new biological therapies in the context of clinical trials and routine
practice, an entire chapter devoted specifi cally to the immunological assessment of
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x Preface
gastrointestinal diseases, and a global review of the laboratory assessment of autoimmune disease. Infectious disease monitoring is discussed from the serological
perspective, as well as the timely review of the technology and applications of new
and now well-established molecular techniques. Finally, the laboratory’s role in bone
marrow and solid organ transplant is presented from the perspectives of antibody
screening and crossmatching as well as molecular-based human leukocyte antigen
(HLA) typing, followed by Chapter 20, which presents novel methods for monitoring
functional immunosuppression of alloreactivity in patients posttransplant.
This edition of the handbook provides a practical reference of the important
immunological parameters along with up-to-date descriptions of the methods
used for their assessment and applications in health and disease. The text is particularly relevant to practicing clinicians, clinical laboratory professionals, and students interested in human immunology both from laboratory and applied clinical
perspectives.
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xi
Editors
Maurice R.G. O’Gorman, PhD, is a professor of pediatrics and pathology at the
Feinberg School of Medicine of Northwestern University, Chicago, Illinois. He is
also the vice chair of the department of pathology and laboratory medicine and the
director of the diagnostic immunology and fl ow cytometry laboratories at Children’s
Memorial Hospital.
Dr. O’Gorman was born in Windsor, Ontario, Canada and graduated in 1981
from the University of Western Ontario, London, Ontario, with a BSc with honors in
microbiology and immunology. He then attended the University of British Columbia
and earned an MSc in pathology in 1985 and 3 years later, a PhD in academic pathology from the same university. Following his doctorate, Dr. O’Gorman was awarded
a 1-year fellowship in the division of neurology at UBC to develop and implement
functional immune monitoring assays for clinical trials of new biological treatments
for multiple sclerosis (MS). The following year Dr. O’Gorman was awarded a 2-year
fellowship in clinical and diagnostic laboratory immunology in the department of
pathology at the University of North Carolina in Chapel Hill. His research as a postdoctoral fellow evolved around the development, validation, and standardization of
new clinical assays, many of which were fl ow cytometry based.
In his present position at the Children’s Memorial Hospital in Chicago, Illinois,
Dr. O’Gorman has established the Diagnostic Immunology and Flow Cytometry
Laboratory at the Children’s Memorial Hospital as an internationally recognized
laboratory for the evaluation of primary immune defi ciency disorders, leukemia and
lymphoma immunophenotyping, and autoimmune disease. His clinical and developmental research program encompasses broad areas in immunology, including the
establishment of normal reference ranges for the pediatric population, development
of surrogate markers for monitoring disease activity and response to therapy, and the
development of new diagnostic tests. He is also the codirector of the CPEP accredited postdoctoral program in clinical and diagnostic laboratory immunology. His
main research interests are the investigation of immunopathogenetic mechanisms
and immune regulation in autoimmunity and primary immunodefi ciency diseases.
Dr. O’Gorman has over 100 scholarly publications, has been an invited lecturer at
numerous national and international venues, and has organized and chaired several
national and international conferences and training programs in immunology and
fl ow cytometry.
Dr. O’Gorman’s leadership positions have included among others, president of the
Association of Medical Laboratory Immunologists (AMLI, 2001–2003); president of
the Great Lakes International Image Analysis and Flow Cytometry Association (2004);
editor-in-chief of Clinical Immunology Newsletter (1994–2000); editor-in-chief of
Clinical and Applied Immunology Reviews (2000–2006); and reviews editor for the
Journal of Immunological Methods (2007). In 2005, Dr. O’Gorman earned an MBA
from the executive MBA program at the Kellogg School of Management. He is married and has two sons, and enjoys a broad variety of sports and recreational activities.
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xii Editors
Albert D. Donnenberg was born in New York, in 1951. As an undergraduate student,
he studied philosophy at the University of Colorado, Boulder. He received his PhD in
infectious disease epidemiology at the Johns Hopkins University in 1980, studying
cellular immunity to herpes simplex virus. On graduation, he was elected to Delta
Omega, the honorary Public Health Society. After a postdoctoral fellowship under
the direction of bone marrow transplant pioneer Dr. George Santos at the Johns
Hopkins Oncology Center, Dr. Donnenberg was appointed instructor of oncology
in 1982, assistant professor in 1983, and associate professor in 1989. He worked on
adoptive transfer of donor immunity during allogeneic bone marrow transplantation,
and the development and clinical use of T-cell depletion of bone marrow to prevent
graft-versus-host disease, an early implementation of engineered cellular therapy.
He also performed early studies on cellular immunity in human immunodefi ciency
virus (HIV) infection, and codeveloped the concept of T-cell homeostasis.
In 1991, Dr. Donnenberg was recruited to the University of Pittsburgh to serve
as the director of laboratory research for the Bone Marrow Transplant Program. He
has also served as program codirector, and as interim director. He has directed the
UPMC Hematopoietic Stem Cell Laboratory and the University of Pittsburgh Cancer Institute’s Flow Cytometry Facility since 1998. He was promoted to professor of
medicine in 2001.
His current research interests are in stem cell therapy and graft engineering,
immunity after hematopoietic stem cell transplantation, and the role of stem cells
in neoplasia—a project he pursues with his wife Dr. Vera Donnenberg. He is internationally recognized for his work in somatic cell therapy and fl ow cytometry.
Dr. Donnenberg has authored more than 130 scholarly publications. He is the proud
father of four daughters and one son, and lives on Pittsburgh’s Southside with hobbies such as winemaking and art collecting.
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xiii
Ali Abdullah
Department of Pathology
University of Pittsburgh
Pittsburgh, Pennsylvania
Robert A. Bray
Department of Pathology and
Laboratory Medicine
Emory University
School of Medicine
Atlanta, Georgia
Nydia Chien
Department of Pathology
University of Pittsburgh
Pittsburgh, Pennsylvania
Barbara Detrick
Department of Pathology
Johns Hopkins
School of Medicine
Baltimore, Maryland
Albert D. Donnenberg
Department of Medicine
Division of Hematology and Oncology
University of Pittsburgh
Pittsburgh, Pennsylvania
Vera S. Donnenberg
University of Pittsburgh Schools of
Medicine and Pharmacy
UPMC Heart Lung and Esophageal
Surgery Institute
Pittsburgh, Pennsylvania
Marcelo A. Fernández-Viña
Department of Pathology and
Laboratory Medicine
MD Anderson Cancer Center
University of Texas
Houston, Texas
James D. Folds
Department of Pathology and
Laboratory Medicine
University of North Carolina at
Chapel Hill
Chapel Hill, North Carolina
Howard M. Gebel
Department of Pathology and
Laboratory Medicine
Emory University
School of Medicine
Atlanta, Georgia
Patricia C. Giclas
Department of Pediatric
Allergy and Immunology
National Jewish
Medical and Research
Center
Denver, Colorado
Jennifer S. Goodrich
University of North Carolina
Hospitals
Chapel Hill, North Carolina
Stefano Guandalini
Department of Pediatrics
Comer Children’s Hospital
University of Chicago
Chicago, Illinois
Robert G. Hamilton
Department of Medicine
Division of Allergy and
Clinical Immunology
Johns Hopkins
School of Medicine
Baltimore, Maryland
Contributors
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xiv Contributors
Denise L. Heaney
Department of Pathology and
Laboratory Medicine
Emory University
School of Medicine
Atlanta, Georgia
John J. Hooks
Laboratory of Immunology
National Eye Institute
National Institutes of Health
Bethesda, Maryland
Bana Jabri
Department of Pathology
Comer Children’s Hospital
University of Chicago
Chicago, Illinois
Andrés Jaramillo
Department of Pathology
Rush University Medical Center
Chicago, Illinois
Chethan Ashok Kumar
Department of Pathology
University of Pittsburgh
School of Medicine
Pittsburgh, Pennsylvania
Alison Logar
Department of Pathology
University of Pittsburgh
School of Medicine
Pittsburgh, Pennsylvania
Holden T. Maecker
BD Biosciences
Becton, Dickinson and Company
San Jose, California
Susana G. Marino
Department of Pathology
University of Chicago
Chicago, Illinois
Melissa B. Miller
Department of Pathology and
Laboratory Medicine
University of North Carolina at
Chapel Hill
Chapel Hill, North Carolina
Chandrasekharam N. Nagineni
Laboratory of Immunology
National Eye Institute
National Institutes of Health
Bethesda, Maryland
Maurice R.G. O’Gorman
Department of Pathology
and Pediatrics
Feinberg School of Medicine
Northwestern University
Chicago, Illinois
Maria A. Proytcheva
Department of Pathology
Feinberg School of Medicine
Northwestern University
Chicago, Illinois
Noel R. Rose
Departments of Pathology and Molecular
Microbiology and Immunology
Johns Hopkins University
Baltimore, Maryland
Chee L. Saw
Department of Pathology and
Laboratory Medicine
Emory University
School of Medicine
Atlanta, Georgia
John L. Schmitz
Department of Pathology and
Laboratory Medicine
University of North Carolina at
Chapel Hill
Chapel Hill, North Carolina
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