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Originally Published IVD Technology October 2004

Packaging and labeling materials and components

Süd-Chemie Performance Packaging (Belen, NM) offers a wide range of solutions to protect diagnostic test kits and strips from moisture, including desiccant tablets, desiccant packets, and polymer product solutions.


It often surprises those outside the packaging engineering discipline that a packaging philosophy actually exists. According to this philosophy, the packaging for every diagnostic kit must protect, contain, and describe the contents. This philosophy applies whether the IVD is a state-of-the-art automated platform or an over-the-counter pregnancy kit retailed at a local supermarket.

The overriding concern of every IVD packaging team is maintaining quality through protective packaging. The close link between quality and packaging is important since testing and validation requirements will continue to increase, not decrease, in the future.

The packaging team focuses on ensuring that the package and the test it protects are an integrated unit and indistinguishable if separated. For example, an aerosol product cannot be distinguished from the package that dispenses it. The product is the package. Product and packaging development are done in conjunction on an interactive basis.

Suppliers are also closely involved in IVD packaging development. Raw-material vendors supply film and foil converters, containers, and closures that have product contact and are considered primary packaging components. Other such primary components include desiccants that absorb moisture and specialty products that absorb oxygen and odors.

Secondary packaging components that do not involve product contact include labels, kit cartons, corrugated shipping containers, blister packs, trays, and foil or laminate overwraps. For distribution, or tertiary, packaging, IVD manufacturers need to purchase pallets, strapping, and stretch- or shrink-wrap, as well as work with consulting and testing laboratories.

Packaging, labeling, and distributing IVDs are complex processes involving many industries, manufacturing companies, and countless service fields. A packaging philosophy exists to guide and service these many applications.

Basic Packaging Tenets

As stated above, IVD packaging must protect, contain, and describe the tests in a quality environment. These basic tenets are strictly followed as the packaging is developed and must be reviewed during development.

The goal of protection is the packaging’s ability to prevent harm to an IVD product (e.g., damage from unwanted moisture or oxygen). A quality package also prevents a product from inflicting harm to the environment or end-users (e.g., sharp edges, serum-based tests). Since IVDs often involve human serum, as well as corrosive, poisonous, or radioactive materials, developing and testing compliant packaging is critical. Quality and protection are intertwined as the foundations of IVD packaging.

With containment, the packaging provides convenience to those persons who handle and use IVDs. The packaging should not only provide convenience to final customers, but also be user-friendly for those that manufacture, transport, distribute, warehouse, and retail the final product. Containment may also be called unitization, in which an IVD product is divided into usable quantities.

Description or identification via package labeling and product inserts is how IVD manufacturers communicate with consumers. Complying with packaging rules and regulations demands continuous quality improvements to the labeling. For example, if tests contain hazardous components, manufacturers must introduce specific warning labeling and marking. If IVD manufacturers market products overseas, they must revise the labels accordingly.

Protecting against Moisture

With any new and existing packaging, even a little bit of moisture is not good. IVD companies maintain packaging design and testing labs that are responsible for the integrity of the primary container and closure systems. In conducting the tests, the labs follow packaging standards developed by the American Society for Testing and Materials (ASTM; West Conshohocken, PA).

The packaging engineering team must design bottles, caps, pouches, and accessories that guard against moisture damage during an IVD’s normal life cycle. One form of protection against moisture can be achieved by properly designing and using desiccants, such as packets, canisters, tablets, or cap inserts. An IVD’s shelf life is increased as product degradation is decreased.

During the prototype stage, leak testing is necessary to discover potential problems. When introducing new or modified container and closure systems, identifying potential defects is critical. IVDs are often exposed to extreme temperature changes during shipment, which can lead to leaks. The packaging is conditioned and then tested to ensure resistance against moisture.

For example, depending on the final IVD product requirements, new bottle and closure combinations may be subjected to laboratory stress testing. Labs perform stress tests to determine their ability to endure temperature extremes ranging from –70 to 50°C.

Traditional bottles and caps are not always used for IVDs. New packaging may consist of multilayer foil and plastic composite pouch materials. After being conditioned, such flexible materials will also be stress tested to detect pinholes and leaks.

Shock and Vibration Testing

Technipaq Inc. (Crystal Lake, IL) provides packages that can be tailored to achieve required porosity levels, mechanical-strength and barrier properties, seal integrity, and sterilization methods.

In today’s distribution environment, IVD kits need to be rugged. IVD manufacturers must package their products to guard against shock and vibration damage during truck, railroad, and airline shipping. Vibration damage can take many forms since IVD products are accelerated and decelerated thousands of times a minute during shipment to customers. The products are also subjected to repetitive and random shock sequences.

Vibrations affecting product and packaging integrity come from many distribution sources. IVD manufacturers need to implement distribution packaging development and testing. Such testing is conducted in accordance with standards developed by the International Safe Transit Association (ISTA; East Lansing, MI) and ASTM.

Product and packaging should be tested from 0 to 1000 Hz, which simulates shipping via truck, railroad, and airplane. Such vibration testing prior to shipment prevents damage that is unseen during transit and not apparent until the customer receives the final kit.
While real-life field testing that recreates actual shipping by truck, train, and airplane distribution is the only way to truly review packaging and product protection, there are alternatives. Many packaging testing labs can conduct repeatable motion testing with vibration tables. Such vibration tables allow engineers to analyze product packaging during distribution so the IVD manufacturers can safeguard against damage. Full pallet distribution loads can also be tested on vibration tables.

Another alternative is using an accelerometer, which is a small instrument designed to measure acceleration. The instruments are modified for package stress testing and are used to pinpoint product design strengths and weaknesses. For example, liquid-reagent concerns about foaming can be studied.

As shock and vibration testing has evolved, distribution testing has become even more complex. The test equipment can be programmed to simulate simple or complex vibration waveforms. Such testing helps to determine the resonance frequencies of individual parts, the whole IVD product, or the packaging system. Resonance occurs when the input frequency is the same as the natural frequency of the product or packaging system, which causes damage to the product. Packaging engineers can design the proper packaging that allows the shipping container and tonnage, not the IVD kit, to absorb the damage.

Bottles, caps, and pouches can become susceptible to leakage due to multiple vibration frequencies. After distribution packaging testing, the packaging engineering team may have to modify the secondary packaging to eliminate any leakage.

Protective dunnage or cushioning can be designed to prevent leakage. Such packaging includes expanded polystyrene foam, open- or closed-cell foams, inflatable pillows, and corrugate. Returnable packaging and dunnage can also be created if a closed-loop system can be defined.

Saf-T-Pak Inc. (Edmonton, SK, Canada) manufactures packaging for the transport of infectious substances and diagnostic specimens.

Other distribution damage can be equally detrimental to product performance and customer satisfaction. As labeling and printed materials are critical during a test’s life cycle, the printed components must be subjected to printed-commodity qualification and material structural evaluation. Such testing must be done since elevated or frozen temperatures and relative humidities will cause label-adhesion problems.

Scuffing and abrasion occurs when printed cartons and labels rub against each other during shipment. Such damage can also occur as cartons rub against the interior of corrugated containers during distribution. Label or carton vendors will work with packaging design teams in selecting proper label and carton stock, as well as the correct rub-resistant inks or overcoats to minimize damage.

As IVD manufacturers ship more around the world, they should also conduct refrigerated-shipment development and testing for components using dry- and wet-ice shipments. At times, distribution packaging will require insulated shipping containers, refrigerated or frozen gel packs, and temperature-monitoring devices. Temperature monitors used during shipment provide product security. However, they are no substitute for testing at the front end.

Conclusion

The formal education history of packaging engineers is still relatively short, having had its origin in the 1950s. This article provides an introduction to the complexity of the overall packaging design and testing processes. Product and packaging compatibility, product quality and safety, production line performance, and solid-waste management all lend themselves to many other articles and entire reference books.

The packaging and labeling of an individual IVD test or a complex kit are essential parts of the overall product design. Proper packaging, labeling, and design testing make it possible for an efficient system of mass, worldwide distribution of IVDs. By doing so, such protection, containment, and identification continue to contribute to the well-being of customers and their quality of life.

Robert P. Adams, Abbott Laboratories (Abbott Park, IL)

Copyright ©2004 IVD Technology