PerkinElmer OPERETTA User manual

OPERETTA®
Technical Manual

Release History
Part Number Release Publication Date
HH12940105 I 08.04.2011
Service Contact
Information: http://www.perkinelmer.com
Portal: http://evoportal.perkinelmer.com
Notices
The information contained in this document is subject to change without notice.
Except as specifically set forth in its terms and conditions of sale, PerkinElmer makes no
warranty of any kind with regard to this document, including, but not limited to, the
implied warranties of merchantability and fitness for a particular purpose.
PerkinElmer shall not be liable for errors contained herein for incidental consequential damages in
connection with furnishing, performance or use of this material.
Copyright Information
This document contains proprietary information that is protected by copyright. All rights are
reserved. No part of this publication may be reproduced in any form whatsoever or translated into
any language without the prior, written permission of PerkinElmer, Inc.
Copyright © 2011 PerkinElmer, Inc.
Printed in the UK.
Trademarks
Registered names, trademarks, etc. used in this document, even when not specifically marked as
such, are protected by law.
PerkinElmer is a registered trademark of PerkinElmer, Inc.
Operetta is a registered trademark of PerkinElmer, Inc.
Harmony is a registered trademark of PerkinElmer, Inc.
plate::handler is a trademark of PerkinElmer, Inc.
plate::works is a trademark of PerkinElmer, Inc.
Patents
This product or its use may be covered by one or more of the following patents:
DE 103 33326, EP 1 646 902, US 7 424 401, EP 1 449 081, DE 101 23027, EP 1 386 189 ,
US 7 304 793, CA 2 282 658, AU 730 100, EP 0 983 498, JP 3 683 591, US 6 620 591,
US 6 902 883, US 6 573 039, US 5 989 835, US 6 671 624, US 6 759 206, CA 2 328 194,
EP 1 095 277, JP 3 466 568, US 6 416 959, EP 1155304, CA 2,362,117, JP 3576491,
US 6 727 071, US 6 875 578, US 6 716 588, EP 1 348 124, US 6 917 884, US 6 365 367,
EP 1 314 980, EP 1 203 214, CA 2 381 344, EP 1 368 653, EP 1 368 689

Contents
1 System Safety 5
1.1 Purpose-Oriented Application 6
1.2 Signal Words and Symbols 7
1.3 Indication of Hazards and Danger Zones 8
1.3.1 Operating and Maintenance Staff 8
1.3.2 Mechanical Hazard 8
1.3.3 Process Liquids or Substances 9
1.3.4 Light Sources 10
1.3.5 Carbon Dioxide (only with TCO Upgrade) 11
1.3.6 Electric Shock 12
1.3.7 Disconnecting from Mains Supply 12
1.3.8 Spilling of Liquids 13
1.3.9 Cleaning 13
1.3.10 Ventilation 13
1.3.11 Disposal 13
1.4 Warning Signs 14
1.5 Protection against Harmful Interference 14
1.6 Warranty Information 14
1.7 Conformity 16
1.8 Service Schedule 17
1.9 Setup Requirements 17
2 Hardware Description 19
2.1 Introduction 20
2.1.1 Instrument Features 20
2.2 Operetta Device 21
2.2.1 Right Side 21
2.2.2 Left Side 22
2.2.3 Front Side 22
2.2.4 Instrument Status 24
2.2.5 Sample Chamber 25
2.2.6 CCD Camera 26
2.3 Temperature and CO2 Option (TCO) 27
2.3.1 Overview 27
2.3.2 Live Cell Chamber 28
2.3.3 CO2 Supply 29
2.4 Control PC (Harmony PC) 31
2.5 Xenon Light Source 31
2.6 Additional Upgrades 32
3 Retooling and Maintenance 33
3.1 Retooling 34
3.1.1 Objective Lens 34
3.1.2 Correction Collar 36
3.1.3 Emission Filter 38
3.2 User Maintenance 40
3.2.1 Cermax® Xenon Lamp 40
3.2.2 Cleaning 41

3.2.3 Replacing a Blown Fuse 42
3.2.4 Transportation 43
3.3 Maintenance by PerkinElmer Service 43
4 IT Policy 44
4.1 Network Integration 45
4.1.1 Overview 45
4.1.2 Simple Integration 46
4.1.3 Alternative Solutions 47
4.1.4 Automation Upgrade (plate::handler II) 49
4.2 Microsoft Windows Security Updates / Service Packs 50
4.3 Requirements for Harmony Installation on an Office PC 51
4.4 Computer Systems 52
4.4.1 Network 52
4.4.2 Hardware 52
4.4.3 Operating System, Software & Software Applications 52
4.4.4 Data 53
4.4.5 Back Up 53
4.4.6 Security Settings & Anti-Virus Protection 53
4.5 Computer Users 53
4.6 Remote Support 54
5 Technical Data 55
5.1 Optical Configuration 56
5.2 Basic Components 58
5.2.1 Detection 58
5.2.2 Light Sources 58
5.3 Specifications 59
5.3.1 Objective Lenses 59
5.3.2 Sample Carrier 59
5.3.3 Power Supply 60
5.4 Consumables 60

1 System Safety
1 System Safety
Operetta Technical Manual 5

1.1 Purpose-Oriented Application
Caution!
Use only as intended.
The Operetta system, including the original accessories may only be
used in conjunction with the methods described in this manual.
PerkinElmer does not assume any liability for any other applications
or procedures, including use of individual subassemblies or
components for other purposes.
The manufacturer does not assume any liability for any other kind of
application, including individual subassemblies and the addition of
individual components. This exclusion of liability also applies to all
service or repair work which was not carried out by authorized
PerkinElmer service personnel.
Intended Use and Biosafety
The Operetta is an automated fluorescence imaging reader for usage in biological-
medical and pre-clinical research (biosafety levels 1 and 2, see also section 1.3.3
"Process Liquids or Substances", page 9). Due to its technical design the Operetta is
particularly suitable for cellular applications. The instrument is not designed to be used
in the clinical or medical-diagnostical area.
Exclusion of Medical Applications
The Operetta is not approved for use in human or veterinary medical applications,
including but not limited to in vivo or in vitro diagnostics. PerkinElmer explicitly
excludes such applications of the Operetta, and will not assume liability for any
unauthorized use of the instrument in these areas.
Exclusion of Liability for Measurement Results
PerkinElmer does not assume any liability for the correctness of measurement results
obtained with the PerkinElmer Operetta system nor for conclusions based on these
measurement results.
1 System Safety
6 Operetta Technical Manual

1.2 Signal Words and Symbols
The following signal words are used in this manual:
Danger!
Indicates a hazardous situation which, if not avoided, can result in death
or irreversible injury.
Warning!
Indicates a hazardous situation which, if not avoided, can result in
severe but normally reversible injury.
Caution!
Indicates a hazardous situation which, if not avoided, can result in pain
or minor injury.
Notice
Failure to observe may result in invalid measurement results or damage
of the instrument.
Specific symbols are used which show you the type of hazard:
Biohazard!
Risk of crushing!
Failure to observe may result in injury or damage to the system.
Automatic start!
Parts can suddenly start moving.
Hot Surface!
Concentrated laser beam!
Use of controls or adjustments or performance of procedures other than
those specified herein may result in hazardous radiation exposure.
Electrical shock!
Direct and indirect electrical contact.
1 System Safety
Operetta Technical Manual 7

UV/Vis Light!
1.3 Indication of Hazards and Danger Zones
Before operating the Operetta system for the first time please read this manual
carefully to avoid incorrect operation of the Operetta system. Also read the safety
instructions given in the separate manual of the Xenon lamp.
1.3.1 Operating and Maintenance Staff
lThe Operetta may only be operated by qualified staff who have been specially
trained and are familiar with the contents of this manual and the operating
instructions of the device.
lThe system must only be operated when it is in a fully assembled and installed
condition.
lUnauthorized intervention or tampering inside the machine is prohibited.
lCorrective maintenance work and service may only be performed by the
PerkinElmer service. Operational and maintenance procedures described in this
manual are excepted and may be carried out by the user.
lThe manufacturer can accept no liability for this product if the provisions of this
documentation are not complied with.
lAlways wear your personal safety equipment, i.e. safety goggles and laboratory
coat.
1.3.2 Mechanical Hazard
Warning!
Moving scanning table – Risk of crushing
The Operetta scanning table operates automatically. It can suddenly
start moving.
lDo not manipulate the interlocks of the lid or the protective
doors and shields (automation upgrade).
lDo not reach into the danger area of the scanning table.
lDo not reach inside the Operetta through the scanning table
flap.
The Operetta has a moving scanning table. This table is accessible if driven out of the
device for loading of new sample carriers (only for automation upgrade). An interlock
switch stops driving of the table motors immediately as soon as the Operetta's lid is
opened.
1 System Safety
8 Operetta Technical Manual

1.3.3 Process Liquids or Substances
Danger! Biohazard!
This device is designed for analyzing biological substances at
biosafety level 1 and 2 (BSL-1 or BSL-2).
lDo not use more hazardous substances due to limited
possibilities of decontamination.
lObserve the safety instructions for the substances used.
lObserve the instructions for decontamination and cleaning.
lAlways make sure to comply with national and international
laboratory safety instructions.
lAlways wear your personnel safety equipment.
The processing of samples on the Operetta covers only probes at biosafety level 1 and
2 (BSL-1 or BSL-2, CDC http://www.cdc.gov/od/ohs/biosfty/bmbl4/bmbl4s3.htm).
BSL-1 includes “well-characterized agents not known to consistently cause disease in
healthy adult humans, and of minimal potential hazard to laboratory personnel and the
environment”. BSL-2 is “suitable for work involving agents of moderate potential
hazard to personnel and the environment”.
All procedures performed on the Operetta should be done carefully to minimize the
creation of splashes. Biological substances higher than BSL-2 may not be used. As
though developed for easy cleaning and low internal contamination, a sufficient
sterilization and decontamination especially of internal mechanics and electronics
cannot be guaranteed!
It is fully within the responsibility of the operator to ensure that all appropriate
measures are taken to ensure that no substance processed by Operetta exposes any
hazard to the system, personnel or the environment. It is also within the responsibility
of the user to attach a biohazard label as soon as potential infective substances are
used.
As supplied, Operetta does not provide any particular protection against the hazards
evolving from aggressive chemicals, biological active substances or radioactive
substances.
1 System Safety
Operetta Technical Manual 9

1.3.4 Light Sources
The Operetta is equipped with a class 3B autofocus laser and a high voltage Xenon
lamp.
Danger!
Laser radiation - Eye injury
Class 3B invisible laser radiation may be present inside the
Operetta`s protective housing during operation. Since the housing’s
access doors are protected by laser safety interlocks, no harmful
radiation will become accessible when the doors are opened for
setup and maintenance.
lDo not defeat the laser safety interlock!
lDo not remove any housing components!
lAVOID DIRECT EXPOSURE TO BEAM!
lSwitch off the Operetta system before starting any permitted
retooling and maintenance tasks.
lService tasks that require access to the instrument while the
interlocks are defeated may only be carried out by qualified
service personnel. Service personnel must observe the
instructions of the separate Service Manual.
Danger!
Scattered laser radiation (only automated version)!
Scattered laser radiation may occur if the automation sample carrier
access door on the right for sample carrier input / output is opened
during operation.
lDo not open the sample carrier access door!
Danger!
Ultraviolet light - Eye injury
Ultraviolet light (visible and invisible) from the Xenon lamp is present
inside the Operetta. Since the housing’s access doors are protected
by laser safety interlocks, no harmful radiation will become
accessible when the doors are opened for setup and maintenance.
lDo not defeat the laser safety interlock.
1 System Safety
10 Operetta Technical Manual

1.3.5 Carbon Dioxide (only with TCO Upgrade)
If your instrument is equipped with the Temperature and CO2Option (TCO), you
have to observe the following safety instructions regarding carbon dioxide handling.
Danger!
Carbon Dioxide Gas
In high concentration, carbon dioxide is harmful to health. Depending
on the concentration it can lead to headache, tiredness, and
dizziness, in higher concentrations even to unconciousness,
spasms, and death. Carbon dioxide is hardly perceptible.
lDo not install the Operetta in very small rooms or without
sufficient room ventilation.
lThe customer has to install a pressure controller which provides
the required carbon dioxide working pressure of 3 bar. Lower
pressures can lead to malfunctions, higher pressures could
destroy the instrument. See the Operetta Site Readiness
Instructions for a connection diagram.
lIf carbon dioxide control has been activated and you open the
Live Cell Chamber, wait 10 seconds before bending over the
instrument to avoid unnecessary inhalation of the CO2gas.
1.3.5.1 Recommended Protective Measures
The TCO unit is equipped with a flow limiter for carbon dioxide. Thereby, only 15 l
carbon dioxide per hour can flow into the instrument. This corresponds approximately
to the amount of carbon dioxide which one exhales during one hour and can be
considered as relatively safe.
However, the flow limiter does not protect you if the carbon dioxide supply itself (or
other components outside the Operetta like tubing, pressure controller, fitting etc.) is
damaged or not installed correctly. To reduce the residual risk, at least one of the
following measures should be carried out by the customer.
Notice
It is the customers's responsibility to carry out the recommended
measures correctly and in a professional manner.
lEnsure sufficient air exchange in the installation room to avoid dangerous carbon
dioxide concentrations in case of a malfunction. For operating the instrument, a
flow rate of 15 l/h is sufficient. It is recommended to limit also the carbon dioxide
supply itself to this flow rate.
lUse only a small carbon dioxide cylinder with a maximum filling of 1 kg CO2per
40m³ volume of the installation room. In case of a leakage, no dangerous carbon
dioxide concentration can occur, even if the whole volume of the cylinder should
escape.
lMonitor the carbon dioxide concentration in the installation room and install an
automatic mechanism which shuts off the carbon dioxide supply if dangerous
concentrations of carbon dioxide are detected.
1 System Safety
Operetta Technical Manual 11

1.3.6 Electric Shock
The Operetta operates with up to 240V AC. Highly dangerous electric voltages occur
in a number of places throughout the system.
Danger!
Direct electrical contact - Electrical shock.
lThe system may only be connected with properly installed
protective earthing conductor.
lService has to be carried out by qualified PerkinElmer service
personnel only!
lTurn main power off and unplug from mains for a complete
disconnection.
lUnplug from mains before replacing the fuses.
lUse only the provided power cable.
lCheck the power cable for damages before switching on the
Operetta. Do not use the instrument with damaged power cable.
lIn case of a damaged power cable contact PerkinElmer to
request a new cable.
1.3.7 Disconnecting from Mains Supply
The on/off switch does not switch off the Operetta immediately. There will be a
controlled shutdown of the electronics with a certain delay before the instrument is
really switched off.
Danger!
Direct electrical contact - Electrical shock.
lIn case of emergency unplug the power cable to disconnect the
Operetta from mains supply immediately.
lThe mains connection must be accessible at any time.
1 System Safety
12 Operetta Technical Manual

1.3.8 Spilling of Liquids
Danger!
Direct electrical contact - Electrical shock.
lDo not handle large amounts of liquids near or above the
Operetta.
lIf liquids should be spilled into the instrument accidentally,
switch off the Operetta immediately, i.e. unplug the power
cable.
lContact PerkinElmer Service to let them check the instrument
and repair the damages, if necessary.
lService and repair has may be carried out by qualified
PerkinElmer service personnel only!
1.3.9 Cleaning
Warning!
Ethanol or other cleaning solvents may cause fire or injury if used in
great amounts.
lObserve the cleaning instructions.
lKeep the concentration of dangerous solvents as low as
possible.
lEnsure the area is well ventilated.
For cleaning the outer surface of the Operetta use a slightly moistened, damp cloth.
For cleaning the workstation inside, the operator must specify suitable precautions,
especially with regard to biological contaminated and infectious materials.
1.3.10 Ventilation
Take care to ensure that none of the ventilation openings of the workstations and the
various devices are obstructed. Keep a distance of at least 20 cm to walls and other
objects. Covered venting slots, louvers etc. may cause malfunctions or damage to the
equipment.
1.3.11 Disposal
Caution!
Device may be contaminated by hazardous substances.
lBefore disposal, ensure that the device is decontaminated.
The user is responsible for protecting the environment against any hazardous
substances used in the process, in particular the environmentally appropriate disposal
of process residues. Relevant local regulations must be observed.
1 System Safety
Operetta Technical Manual 13

1.4 Warning Signs
Attention must always be paid to the black and yellow warning signs. If these signs are
not attached to the system, contact the PerkinElmer customer support. Replacement
labels will be supplied free of charge.
1.5 Protection against Harmful Interference
This equipment has been tested and found to comply with the limits for a Class B
digital device, pursuant to part 15 of the FCC Rules. These limits are designed to
provide reasonable protection against harmful interference in a residential installation.
This equipment generates uses and can radiate radio frequency energy and, if not
installed and used in accordance with the instructions, may cause harmful interference
to radio communications.
However, there is no guarantee that interference will not occur in a particular
installation. If this equipment does cause harmful interference to radio or television
reception, which can be determined by turning the equipment off and on, the user is
encouraged to try to correct the interference by one or more of the following measures:
lReorient or relocate the receiving antenna.
lIncrease the separation between the equipment and receiver.
lConnect the equipment into an outlet on a circuit different from that to which the
receiver is connected.
lConsult the dealer or an experienced radio/TV technician for help.
1.6 Warranty Information
The manufacturer of the equipment described in this manual warrants that the
equipment is delivered free from defects of material and workmanship. The purchaser
shall, without delay, inform the manufacturer of any defects that may be found after
delivery and do everything within his power to limit the possible damage. If a defect is
reported within the warranty period, the manufacturer will correct the defect by his
choice of either repair or replacement.
1 System Safety
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This warranty does not cover defects due to natural wear (especially with regard to
wearing parts) or improper handling, neither are any consumables subject to warranty
services.
The manufacturer cannot be held liable for any damage caused by faulty operation,
negligence or unauthorized interference with the equipment, including but not limited to
the removal or exchange of parts, and the use of accessories of other origin. Any such
action or negligence will invalidate any claim under warranty.
Maintenance work or repairs beyond the operations described in this manual may only
be carried out by PerkinElmer service staff or by persons expressly authorized by
PerkinElmer to do so. In case of a malfunction, contact customer support.
1 System Safety
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1.7 Conformity
1 System Safety
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1.8 Service Schedule
In order to guarantee a perfect and reliable function, the Operetta system should be
subjected to a regular inspection by the PerkinElmer service staff.
Certain maintenance tasks have to be performed regularly by the user. Please see
chapter 3 “Retooling and Maintenance” for further information.
1.9 Setup Requirements
Notice
The Operetta is sensitive to vibrations. Blurred images can be the
consequence.
lPut the Operetta on a very stable bench or table.
lDo not put other devices on the same table which cause
vibrations (e.g. a centrifuge).
lAvoid any shocks or vibrations during measurements.
lIf the Operetta is integrated into an automated screening
system, you have to reduce the speed or frequency and
amplitude of components which cause vibrations (e.g. robots,
centrifuges, shakers etc.).
For a detailed list of requirements please refer to the Operetta Site Readiness
Instructions.
1 System Safety
Operetta Technical Manual 17

2 Hardware Description
2 Hardware Description
Operetta Technical Manual 19

2.1 Introduction
This chapter describes the most relevant hardware components of the Operetta®.
Please note that your specific instrument may not be equipped with all features or
optional upgrades described in this manual (dependent on your selected
instrumentation)!
For a description of the Operetta control software (Harmony®) please refer to the
Harmony Help or to the separate Operation Manual.
The Operetta is an entry level to medium throughput microplate reader for high content
screening (HCS). It can acquire, analyze and manage fluorescence and brightfield
images. A set of ready-made image analysis solutions is included consisting of
building blocks which can also be assembled to new analysis solutions.
The Operetta Application Guide helps you getting started with HCS. It describes the
essentials of setting up an HCS assay and how to use the Operetta and image
analysis software for the most common applications.
2.1.1 Instrument Features
lHigh content imaging reader
lSwitchable between non-confocal and confocal
lHigh power Xenon lamp (300W) providing entire visible spectrum
lPeltier cooled high resolution 14 bit CCD camera
lBrightfield excitation
l4 or 8 excitation filters, up to 8 emission filters choosable from 17
lUp to 4 automatically exchangeable objective lenses for different fields of view /
resolutions (2x to 100x objectives, high NA or long WD)
lFast laser based auto focus
lFocal plane thickness 1.5 – 145 µm
lSimple experiment set-up
lCalibration free
lHarmony software for fully automated image acquisition, online evaluation and
data management
lSupports various sample carrier formats, e.g. 96 and 386 well plates
lPlug and play applications with ready-made image analysis solutions as a
starting point
2 Hardware Description
20 Operetta Technical Manual