GLOBAL ANDROLOGY FORUM
Article #63: Standardized Laboratory Procedures, Quality Control, and Quality Assurance Are Key Requirements for Accurate Semen Analysis in the Evaluation of Infertile Male.
Authors: Ashok Agarwal et al; World J Mens Health 2022 Jan 40(1): 52-65
https://doi.org/10.5534/wjmh.210022
Commentary:
As specialists dedicated to the field of male fertility assessment, we firmly believe that semen analysis is a cornerstone of evaluating reproductive potential. This comprehensive evaluation plays a crucial role in understanding sperm health, employing a series of standardized laboratory procedures that are essential for ensuring accuracy and reliability in diagnosing male infertility. Our commitment to this field drives us to emphasize the importance of analyzing key parameters such as sperm concentration, motility, morphology, and vitality, which collectively help identify potential fertility issues.
The advent of Computer-Assisted Sperm Analysis (CASA) systems has significantly transformed our approach to semen evaluation. These advanced technologies have revolutionized the way we assess sperm quality, enhancing precision and reproducibility while minimizing the subjectivity inherent in manual assessments. CASA systems enable rapid analysis of large sample volumes, allowing for in-depth evaluations of various sperm parameters, including advanced kinematic characteristics such as velocity, trajectory, and overall motility patterns. We believe that integrating CASA technology not only boosts diagnostic accuracy but also substantially reduces human error, ultimately contributing to improved patient outcomes and more informed clinical decision-making.
Moreover, the importance of standardized laboratory procedures cannot be overstated. Each step in the semen analysis process, from sample collection to final analysis, must adhere to specific protocols to ensure reliable and reproducible results. For instance, we recommend collecting semen samples after a recommended abstinence period of 2–7 days, as this timeframe is critical for obtaining accurate assessments of sperm parameters. Also, proper incubation of the samples at 37°C for 30–60 minutes allows for liquefaction, which is vital for accurately measuring sperm motility and concentration.
Macroscopic and microscopic evaluations are essential components of the semen analysis process. During the macroscopic assessment, we examine characteristics such as volume, viscosity, and pH. These parameters can provide immediate insights into potential issues affecting fertility. For instance, abnormal viscosity may indicate problems with seminal fluid composition, while variations in pH can signal underlying health concerns. Following this initial assessment, microscopic evaluation allows us to delve deeper into sperm characteristics, including motility (the ability of sperm to move), morphology (the shape and structure of sperm), and vitality (the percentage of live sperm in the sample).
In addition to these assessments, we highlight the vital role of Quality Control (QC) and Quality Assurance (QA) measures in maintaining the integrity of the analysis. Rigorous QC and QA protocols are essential for ensuring the accuracy and reliability of semen analysis results. This includes regular calibration of laboratory equipment, ensuring that all analytical instruments are functioning optimally, and providing accurate measurements. We advocate for competency assessments for laboratory personnel, as the expertise of the staff conducting the analyses is critical to producing reliable results. Furthermore, participation in external quality control programs allows laboratories to benchmark their performance agains t established standards, fostering continuous improvement and adherence to best practices. The significance of accurate reporting and interpretation of semen analysis results cannot be overstated, particularly in the context of male infertility. As clinicians and embryologists, we understand the emotional and psychological implications associated with infertility diagnoses. Therefore, we must approach the communication of results with sensitivity and clarity. Results must be contextualized within the patient’s clinical history, lifestyle factors, and other relevant medical information. This holistic approach enables us to provide meaningful insights into fertility potential and guides our recommendations for further evaluation or treatment.
Moreover, we recognize that semen analysis is not merely a standalone procedure but rather part of a comprehensive fertility evaluation. Often, male infertility is multifactorial, necessitating a thorough investigation that includes hormonal assessments, genetic testing, and possibly imaging studies. By integrating semen analysis with other diagnostic modalities, we can develop a more complete understanding of the underlying causes of infertility and tailor our interventions accordingly.
As we reflect on the advancements in the field, we are encouraged by the ongoing research and innovations aimed at enhancing semen analysis. For example, the development of novel biomarkers and non-invasive testing methods holds promise for improving the accuracy and efficiency of fertility assessments. These advancements may pave the way for more personalized approaches to male infertility treatment, ultimately empowering patients with better-informed choices regarding their reproductive health.
Israel Maldonado Rosas, BS, MSc: Short Biography
Israel Maldonado Rosas, BS, MSc
Owner and CEO
Scientific Director of Centro de Innovación
Tecnológica y Medicina Reproductiva (CITMER), Mexico City, Mexico
Email:
imaldonado@citmer.mx
http://www.citmer.com
ORCID ID: 0000-0003-2765-6176
Israel Maldonado Rosas is the owner and CEO of the Centro de Innovación Tecnológica y Medicina Reproductiva (CITMER) in Mexico, which operates three IVF clinics located in Puebla, Monterrey, and Mexico City. He also serves as the Scientific Director of CITMER Research Center. A graduate in Biology from the Instituto Politécnico Nacional, Israelreceived specialized training as a Clinical Embryologist at the Instituto Valenciano de Infertilidad (IVI) in Valencia, Spain, in 2004. He further honed his skills through fellowships at the Kato Ladies Clinic in 2005 and 2007, and at the American Center for Reproductive Medicine in Cleveland, USA, in 2008. In 2016, he achieved board certification as a Clinical Embryologist by REDLARA. From 2016 to 2021, he served as an external faculty member in the International Training Program in Advanced Reproductive Techniques at the Cleveland Clinic’s American Center for Reproductive Medicine. Israel’s contributions to the field of embryology are widely recognized. In November 2020, he became the first Latin American embryologist to be honored by the American College of Embryology. An innovative researcher, he has authored over 26 scientific publications (h-index of 11 in Scopus) and 6 book chapters, showcasing his expertise in reproductive medicine. As the Founding Member of the GAF management team, Israel is a strong supporter of its mission, actively contributing to the advancement of andrology and reproductive health.
My Viewpoint on “Standardized Semen Analysis”
Dr. Israel Maldonado Rosas responds to questions from Ashok
Q1. What are the standardized protocols for semen collection and why are they crucial?
Dr. Maldonado:
Standardized protocols for semen collection are essential for obtaining reliable results, particularly by ensuring the entire ejaculate is collected, as the initial fraction holds the highest sperm concentration. Patients should be given detailed instructions, including written guidelines, to support proper collection techniques. Recommended abstinence from ejaculation for 2 to 7 days before sample collection is vital, as this period optimizes semen parameters. The length of abstinence directly influences sperm concentration and motility—too short a period may result in a lower sperm count, while prolonged abstinence may lead to reduced sperm motility.
For sample collection, masturbation is the most common method; however, specialized condoms designed for semen collection during intercourse are also an option. To ensure sample integrity, patients are advised to use sterile containers and aim to collect the complete ejaculate. These standardized protocols, along with clear patient guidance, play a crucial role in ensuring accurate semen analysis results.
Q2. What are the standardized criteria for assessing sperm morphology according to WHO guidelines?
Dr. Maldonado: Sperm morphology assessment follows the WHO 6th edition guidelines, which define normal morphology as at least 4% of sperm exhibiting normal forms, based on the lower 5th percentile from a healthy population using strict Kruger’s criteria. Sperm morphology, vital for fertility, is evaluated through specific criteria. The head should be oval and smooth, with defined dimensions; the neck and midpiece must be of appropriate length and free from abnormalities; and the tail should be long and straight to ensure proper motility.
Common morphological abnormalities include round or irregularly shaped heads, multiple or coiled tails, and midpiece defects such as thickening or irregularities. These standardized assessments are crucial for diagnosing male infertility and guiding clinical decisions regarding assisted reproductive technology.
Q3. How do the different staining techniques used in semen analysis contribute to evaluating sperm morphology and vitality?
Dr. Maldonado: Typically, staining techniques such as Papanicolaou, and Diff-Quik are employed to evaluate sperm morphology, while eosin-nigrosin staining is used to assess sperm vitality, indicating the live/dead sperm ratio. The Diff-Quik stain specifically highlights sperm structures, including the head, midpiece, and tail, allowing for the visualization of morphological features such as size, shape, and abnormalities. In terms of vitality, eosin-nigrosin staining differentiates live sperm from dead ones; eosin stains dead sperm pink, while nigrosin provides a dark background for better visibility of live sperm, which remains unstained. This assessment is vital for understanding sperm functionality, enabling clinicians to distinguish between asthenozoospermia (decreased motility) and necrozoospermia (decreased vitality), facilitating accurate diagnosis and management of male infertility.
Q4. What is the significance of using computer-assisted semen analysis (CASA) systems in modern laboratories?
Dr. Maldonado:
The implementation of Computer-Assisted Sperm Analysis (CASA) systems in andrology laboratories is vital for enhancing the accuracy and reliability of semen analysis, a key component in assessing male infertility. CASA systems improve inter and intra-observer consistency by providing precise, objective results, eliminating the subjectivity associated with manual assessments. They analyze sperm concentration, motility, and morphology rapidly, allowing for higher throughput in clinical settings and enabling the evaluation of more sperm, which increases diagnostic accuracy. Additionally, CASA systems can assess advanced parameters like sperm kinematics and motion characteristics, offering deeper insights into male fertility potential. The automated nature of CASA minimizes human errors common in manual analysis and integrates seamlessly with quality control programs to ensure the reliability and reproducibility of results. Overall, CASA systems significantly enhance the efficiency and effectiveness of semen analysis in clinical practice.
Q5. What protocols should be followed for post-vasectomy semen analysis to ensure accurate confirmation of azoospermia?
Dr. Maldonado: Post-vasectomy semen analysis is essential for confirming the success of the procedure, specifically the absence of sperm, known as azoospermia. This analysis ensures that the vas deferens are effectively blocked, preventing sperm from entering the ejaculate. For accurate confirmation of azoospermia, protocols should include collecting samples after a sufficient abstinence period of 2–7 days. Semen should be collected in a sterile container and incubated at 37°C for 30–60 minutes to allow liquefaction. Both macroscopic and microscopic evaluations must be performed, assessing volume, viscosity, pH, and sperm concentration. Centrifugation at 3,000g for 15 minutes is recommended to confirm the absence of sperm. Multiple samples should be analyzed at least 8–12 weeks post-surgery, to ensure consistent azoospermia confirmation.
Liliana Berenice Ramírez-Domínguez, BSc: Short Biography
Liliana Berenice RamírezDomínguez, BSc.
Clinical Embryologist and Scientific Coordinator,
CITMER Research Center
Mexico City, Mexico
Email:
lramirez@citmer.mx
http://www.citmer.com
ORCID ID: 0000-0003-2351-0948
Liliana Ramírez is a Clinical Embryologist and Scientific Coordinator with over eight years of research experience, including 4+ years in human reproduction. As the research lead at Centro deInnovación Tecnológica y MedicinaReproductiva (CITMER), she has elevated the institution's profile through international congresses and publications. Her expertise spans assisted reproductive technologies, andrology techniques, and embryo culture optimization. A published author of research articles and book chapters, Liliana frequently presents at major reproductive meetings, including ESHRE and ASRM. She coordinates projects adhering to international standards while fostering national and global collaborations. A former research coordinator for the Global Andrology Forum, she remains a valued member of the organization.
My Viewpoint on “Standardized Semen Analysis”
Liliana Ramírez responds to questions from Ashok
Q1. What are the critical parameters evaluated in the macroscopic examination of semen?
Liliana:
Macroscopic semen examination is essential for assessing male fertility, and evauating parameters like volume, liquefaction, pH, and appearance. Abnormalities can indicate various issues: high volume may suggest duct obstruction or androgen deficiency; delayed liquefaction may imply accessory gland dysfunction; acidic pH may indicate duct obstruction, while alkaline pH could signal inflammation or azoospermia, and abnormal coloration may point to infections or hematospermia.
Q2. What is the significance of sperm motility assessment in semen analysis?
Liliana: Sperm motility is a critical parameter in semen analysis, as it directly correlates with male fertility potential and provides significant diagnostic value in the evaluation of infertility. Low motility may indicate underlying conditions such as varicocele, infections, or lifestyle factors that could adversely affect reproductive health. Assessing sperm motility not only aids in diagnosing potential causes of infertility but also informs clinicians in selecting appropriate fertility treatments. Additionally, the motility assessment offers a strong predictive value for outcomes in assisted reproductive technologies, such as in vitro fertilization (IVF), thereby influencing pregnancy success rates.
Q3. How does the evaluation of seminal leukocytes contribute to diagnosing male infertility?
Liliana:
Leukocytospermia may indicate various inflammation-related factors contributing to infertility, including conditions like varicocele, increased reactive oxygen species, and active infections. However, the presence of leukocytospermia must be evaluated meticulously, as it does not confirm bacterial infection on its own. A comprehensive assessment is required to determine if an underlying infection is present and to understand the implications for male fertility.
Q4. What are the implications of detecting anti-sperm antibodies in semen?
Liliana: The presence of anti-sperm antibodies typically results from a compromised blood testis barrier, which can impair sperm function, affecting motility, acrosome reaction, capacitation, and overall fertilizing potential. To address immunological-related infertility, treatment options such as corticosteroids and assisted reproductive technologies (ART) are recommended based on the patient’s history. These approaches aim to enhance sperm function and improve the chances of successful conception despite the presence of these antibodies.
Hamid Kalantari, MSc: Short Biography
Hamid Kalantari, MSc(Andrology)
Researcher, Department of Andrology, Reproductive Biomedicine Research Center, Royan Institute for Reproductive Biomedicine, ACECR, Tehran, Iran
Email:
kalantary.hamid@gmail.com
ORCID:
0000-0002-2156-9517
Hamid Kalantari graduated with a Master's degree in Cell and Molecular Biology from the
University of Tehran in Iran. He has been a researcher in the Department of Andrology at the Royan Institute since 2011. His research primarily focuses on the genetic aspects of infertility. Hamid has 13 publications, 112 citations, and an h-index of 6 in Scopus (Oct 2024). He serves as a Research Assistant in the Global Andrology Forum.
My Viewpoint on “Standardized Semen Analysis”
Hamid Kalantari responds to questions from Ashok
Q1. How does the duration of abstinence before semen collection affect the analysis?
Hamid: The World Health Organization (WHO) suggests an abstinence period of 2 to 7 days before semen analysis to ensure accurate results. This raises the question of how this interval affects the outcomes of semen analysis.
Short abstinence periods (1-2 days) improve sperm motility and viability by minimizing sperm aging and oxidative stress. However, this may lead to a lower total sperm count due to insufficient time for sperm accumulation. A moderate abstinence duration (3-4 days) strikes a balance between the quantity and quality of sperm, positively influencing semen parameters. In contrast, longer abstinence periods (5-7 days) result in increased sperm concentration but may negatively impact motility and viability, as extended abstinence can cause heightened stress and increase the risk of DNA damage. Despite following WHO recommendations, variability in semen analysis results persists. Therefore, accurately documenting the exact duration of abstinence in the report is crucial for healthcare providers to recommend suitable interventions.
Q2. Why is the rejection of certain semen specimens important, and what criteria are used?
Hamid:
The rejection of certain semen specimens is crucial for maintaining the accuracy and reliability of semen analysis. Accepting poor-quality samples resulting from errors during collection can lead to misdiagnosis and unnecessary stress for patients. Criteria for rejection include contamination (e.g., presence of urine), inadequate volume due to improper collection methods, and delayed transportation of samples. For instance, if a patient’s semen sample is incomplete due to loss during ejaculation, the laboratory technician should inform the clinician. This proactive approach ensures that only highquality specimens are analyzed, preventing misinterpretation of results and providing proper guidance on sample collection for future submissions.
Q3. How is sperm vitality assessed, and why is it important?
Hamid:
The assessment of sperm vitality involves two crucial methods used in clinical andrology laboratories: the hypo-osmotic swelling (HOS) test and staining with eosin and nigrosine dyes. The HOS test evaluates the osmoregulatory capacity of sperm membranes, while the staining technique identifies dead sperm cells with compromised membranes. Live sperm will exclude the dyes and appear clear, whereas dead sperm will take up the stains.
These methods are especially important when total motility is low (40%), as they help differentiate between live non-motile sperm and dead sperm. Understanding sperm vitality is essential for accurate diagnosis and effective management of male infertility.
Q4. How can laboratories ensure the reliability and reproducibility of semen analysis results?
Hamid: To ensure reliable semen analysis results, laboratories should (a) standardize procedures by following WHO guidelines and using automated systems, (b) implement quality control and assurance programs, and (c) provide regular training and competency evaluations for technicians.
Melissa Morales, MSc: Short Biography
Melissa Morales, MSc.
Clinical Embryologist, Laboratorio FIV, Hospital de las Mujeres, San José, Costa Rica.
Email:
mmorales@evalabcr.com
ORCID ID: 0000-0002-9104-8514
Melissa Morales is a Medical Laboratory Scientist with a postgraduate degree in Andrology
at Instituto Nacional de Perinatología in 2016 and in Human Assisted Reproduction Techniques in 2018. She has been working as a Clinical Embryologist at the Costa Rican Social Security National IVF Laboratory since 2018. Melissa has researched topics such as advanced maternal age, male factor infertility, and genitourinary tract infections using molecular biology techniques, and animal models. Melissa is a proud member of the Global Andrology Forum.
My Viewpoint on “Standardized Semen Analysis”
Melissa Morales responds to questions from Ashok
Q1. How does quality control (QC) impact the accuracy of semen analysis?
Melissa: Quality control is essential in reducing errors by managing variations, enhancing reproducibility, facilitating staff training, and providing guidance during instances of alert values, thereby creating a safe laboratory environment. In andrology laboratories, the results are particularly vulnerable to variability due to the manual nature of analyses, making them heavily reliant on the analyst's experience. This reliance differs from conventional biomedical clinical laboratories. Therefore, it is critical to implement a stringent quality control program to ensure the accuracy and reliability of results.
Q2. What role does quality assurance (QA) play in semen analysis laboratories?
Melissa: While quality control is a vital tool for analysts in andrology laboratories, it must be integrated into a comprehensive quality management and assurance system to be truly effective. Such a system ensures that all processes align with defined standards, which are specifically tailored to the unique context and requirements of each laboratory. This holistic approach not only enhances the reliability and accuracy of test results but also fosters a culture of continuous improvement. By systematically monitoring and evaluating laboratory practices, staff can identify areas for enhancement, promote adherence to best practices, and ensure compliance with regulatory requirements, ultimately leading to better patient outcomes.
Q3. Why is sperm morphology important, and what methods are used?
Melissa: Sperm morphology enables the identification of the number of spermatozoa in a sample that is considered potentially competent. Furthermore, the morphological changes or alterations observed can complement genetic tests, aid in establishing a definitive diagnosis, and significantly influence clinical decision-making. This analysis is essential for determining the most appropriate assisted reproductive technology (ART) procedures for couples, such as intrauterine insemination (IUI), and in vitro fertilization (IVF).
Sperm morphology is assessed using smear and staining techniques, with Papanicolaou staining recommended for optimal visibility of all regions of the spermatozoon. However, commercially available stains like Diff-Quik are more practical and yield comparable results.
Q4. What is the relevance of biochemical markers in semen analysis?
Melissa: European guidelines on male infertility emphasize the importance of biochemical markers as part of an extended panel of tests to evaluate a patient’s andrological profile. These tests are crucial for classifying azoospermia as either obstructive or non-obstructive.
They are particularly relevant when infertility is suspected to have an infectious or inflammatory origin, such as in the case of Male Accessory Gland Infection (MAGI), as they assist not only in diagnosis but also in assessing the severity of the condition, such as differentiating prostatitis from prostatovesiculitis. Additionally, biochemical markers provide clinical utility in cases where the cause of infertility remains unknown, helping in a more comprehensive understanding of the underlying issues.
Q5. What are the impacts of environmental and lifestyle factors on semen analysis results?
Melissa:
Environmental and lifestyle factors significantly impact semen analysis results. Obesity is linked to decreased semen quality and hormonal disruptions, which can impair fertility. Smoking contributes to a pro-inflammatory state in the reproductive system, leading to reduced sperm quality and motility. Additionally, exposure to environmental toxins, including heavy metals and endocrine disruptors, can adversely affect spermatogenesis and overall semen parameters. Recent meta-analyses have highlighted the negative effects of air pollution on sperm concentration and motility, suggesting that pollutants may directly harm sperm function. Overall, the observed decline in sperm quality over the past 50 years is likely associated with these environmental and lifestyle factors, rather than genetic causes.
Mohamed Arafa, MD, FECSM: Short Biography
Mohamed Arafa, MD, FECSM
Sr. Consultant Urology, ACC, Hamad Medical Corporation,
Doha, Qatar
Professor of Andrology & STDs, Cairo University, Cairo, Egypt
Email:
mohamedmostafaarafa@gmail.com
ORCID ID: 0000-0003-0107-8857
Dr. Mohamed Arafa Omar Yamani
graduated with an MD in Andrology from the Department of Andrology and sexually transmitted diseases at Cairo University, Egypt in 2004. He has been a faculty in the department since 2004. He moved to Hamad Medical Corporation in 2011 and has risen to the rank of Senior Consultant in Andrology in the Department of Urology since 2020. He was appointed as a Professor of Andrology at Cairo University in 2022. Arafa is an Adjunct Assistant Prof in Urology at Weill Cornell Medical CollegeQatar. He has authored or co-authored 108 publications, has over 3,000 citations, and has an h-index of 26 (Scopus, Nov 2024). His research focuses on male infertility and sexual dysfunction, including genetic, medical, and surgical therapies. He earned a fellowship in sexual medicine from the European Committee of Sexual Medicine in 2012. Prof. Arafa is a former Guest member of GAF Management and a proud member of the Global Andrology Forum.
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