R E S E A R C H
A R T I C L E

T h e  S a f e t y  o f  In d u c e d  S p u t u m  C o l l e c t io n  
in  In f a n t s  u n d e r  t h e  a g e  o f  1 8  m o n t h s .

A B S T R A C T :  The technique o f  sputum  induction im proves the y ie ld  o f  m icro ­
bio logical investigations f o r  organism s such as M yco b a cteriu m  tuberculosis 
a n d  P n eum ocystis carinii. The aim  o f  the study w as to d eterm in e the safety o f  
this m eth o d  in children u nd er the age o f  18 m onths. H ea rt rate a n d  oxygen 
sa tu ra tio n  w ere m o n ito re d  d u rin g  the p ro c e d u r e  a n d  c o m p a re d  w ith  
m easurem ents o btained  during the conven tio nal m eth o d  o f  sputum  collection 
in the sam e patients. Patients were also observed f o r  other p ossible side effects.
F o rty sam ples o f  sputa were o b tain ed  fr o m  20  patients. N o clinica l differences 
in h e a rt rate a n d  oxygen saturation w ere fo u n d  betw een the tw o m ethods.
Overall, oxygen saturation m easurem ents below  80%  were recorded in three 
p atients. Increa sed  coughing a n d  m ild  ep istaxis d id  o ccur m ore fr e q u e n tly  during the spu tum  induction m ethod. It w as 
co nclud ed  th a t sp utu m  induction is safe in sm all children, b u t a larger sam ple size needs to be studied.

K E Y W O R D S: S P U T U M  IN D U C T IO N , SAFETY, S ID E  EFF E C TS, O X Y G E N  SATU RATIO N , C H IL D R E N

VAN W YK H, BSc Physiotherapy 
JACQUEMARD R 2; 

JOUBERT G 3
1 Department of Physiotherapy 

Universitas H ospital, Bloemfontein,

Department of Paedia trics a n d  Child Health, 
University of the O ra n g e  Free State, Bloemfontein 
Department of Biostatistics,
University of the O r a n g e  Free State, Bloemfontein

INTRODUCTION
The usefulness o f induced sputa for the 
detection o f Mycobacterium tuberculosis 
and Pneumocystis carinii in adults and 
children has been dem onstrated in a 
num ber o f studies (Shata et al, 1996; 
Z ar et al, 2000; Valerie et al, 1989; 
Ognibene et al, 1989). Sputum  induction 
was found to be better than gastric 
lavage for isolation o f m ycobacterium  
tuberculosis in infants and young chil­
dren. A lthough continuous m onitoring 
o f  arterial oxygen saturation during 
sputum  induction could not be done, 
sputum  induction was reported to be 
well tolerated, even in children who 
w ere hypoxic or w ho had A cquired 
Im m une Deficiency Syndrom e (AIDS) 
(Z ar et al, 2000). The method entails the 
collection o f sputum  after nebulisation 
with salbutamol, nebulisation with hyper­
tonic saline and chest p hysiotherap y 
consecutively. Side-effects reported in 
the literature include occasional nausea, 
vom iting (Shata et al, 1996; Ognibene 
et al, 1989), and dyspnoea (M iller et al,

CORRESPONDENCE TO: 
H van Wyk 
PO Box 522,
Parys 9585
Tel: (056) 811-3676 (h), 

(056) 811-2700 (w), 
Cell: 082 876-7163

1991). M ild epistaxis and wheezing can 
occur in infants (M iller et al, 1990).

T hese studies were done on adults 
and children three years and older, and 
not on children under the age o f 18 
m onths, in w hich case the therapist 
usu ally needs su c tio n in g  to obtain 
sputa sam ples. No com parison between 
induced and conventional m ethods o f 
obtaining sputa could be found in the 
literature. Oxygen saturation and pulse 
were not m onitored in these studies, 
and no com parison regarding side-effects 
had been done.

The aim o f this study was to deter­
m ine the safety o f sputum  induction 
com pared to the conventional method of 
obtaining sputum  specim en in paediatric 
patients under the age o f 18 months, 
as induced sputa sam ples (used to detect 
specific organisms) are often required 
by doctors in the hospital setting. No 
reference could be found in the literature 
about the freq u en cy  o f u tilisa tio n  o f 
sputum  induction.

METHODS
T he pro tocol w as ap p ro v ed  by the 
Ethics C om m ittee o f the Faculty o f 
Health Sciences, UFS (ETOVS 95/99). 
W ritten consent was obtained from  the 
patient’s parents or guardian.

A com parative study had been done. 
Two groups o f sam ples were collected, 
and the sam ple served as its own control.

Paired t-tests and 95% confidence inter­
vals for differences in means were used 
for statistical analyses.

The sam ples w ere o b tained from  
twenty consecutive patients under the 
age o f  18 m onths, ad m itted  to the 
paediatric w ard o f U niversitas Hospital, 
Bloemfontein, South Africa, with clinical 
signs o f low er airw ay infection, during 
the period May to D ecem ber 1999. Each 
patient was exam ined and diagnosed 
by the same paediatrician. Exclusion 
crite ria  fo r the study w ere patients 
with severe pneum onia adm itted to the 
Intensive Care U nits and patients with 
a low oxygen saturation (80%) or a high 
pulse rate (above 160 beats/m in).

A qualified physiotherapist collected 
one induced, and one conventional 
specim en o f sputum  from  each patient 
as soon as possible after adm ission. 
The sputa were obtained on the same 
day, by means o f one m ethod in the 
m orning and the second m ethod in the 
afternoon. T he order o f the methods 
used was alternated daily. As precaution 
the procedure was perform ed at least 
tw o hours after the last feeding, to 
reduce oral contam ination and the risk 
o f vom iting. C are was taken to prevent 
a prolonged oxygen saturation level o f 
below 90%. Heart rate was also checked 
to no rm alise w ithin a few  seconds 
after rising above the normal range. If 
norm alisation w ould not occur rapidly,

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Table 1: O xygen saturation

INDUCED N =20

Variable Mean Std Dev Minimum Maximum Median

Prior to 
procedure 9 3 5 .1 8 3 1 0 0 9 3 . 0

After
Salbutamol
inhalation 9 6 . 2 5 .2 8 2 1 0 0 9 8 . 0

After
Saline
inhalation 9 6 .1 4 . 4 8 4 1 0 0 9 7 . 5

Minimum
during
procedure 8 8 . 5 4 . 7 7 6 9 7 8 8 . 5

After
procedure 91 3 .8 8 3 9 7 9 0 . 0

CO N VENTIO N AL N =20

Prior to 
procedure 9 2 4 . 7 8 5 1 0 0 9 1 . 0

Minimum
during
procedure 8 7 . 3 6 .3 7 2 9 6 8 9 . 0

After
procedure 8 8 . 6 6 7 2 9 6 8 8 . 0

the procedure was to be stopped and 
the patien t stabilised. T he p atient 
would, however, remain in the statistical 
analysis at the end o f the study. The 
norm al value o f oxygen saturation is 
above 90% . An oxygen saturation of 
80% to 90% constitudes mild hypoxia 
with no danger for the patient. Norm al 
heart rate ranges from 100 to 160 bpm 
for this age group. Pulse and saturation 
readings w ere taken using a pulse- 
oxim eter (O hm eda Biox 3740) prior to 
the pro ced u re, after the salbutam o l 
inhalation, after the saline inhalation, 
directly after the suctioning, as well as 
30 seconds after suctioning. The lowest 
oxygen saturation and highest pulse rate 
during each com ponent o f the proce­
dures (including chest physiotherapy) 
w ere recorded.

F or induced sputum  pro duction 
the patient was nebulised with 5m g 
Salbutam ol via je t nebuliser and face 
m ask (or head-box) for 10 m inutes, 
followed by 5ml o f hypertonic saline 
(5% ) over 10 m inutes. The acorn nebu­
liser was connected to a flow m eter 
(flow rate 4L/m in) at the oxygen point in 
the room. Follow ing nebulisation, chest 
physiotherapy w hich included percus­
sion and postural drainage (localised for 
each child’s specific condition), vibration, 
shaking as well as repeated stimulation 
o f the cough reflex as necessary was 
applied. No percussion (only postural 
drainage) would have been used on a 
patient suspected o f having TB, but 
none o f the patients included in the 
study presented w ith TB. The duration 
o f chest physiotherapy was about 10 
m inutes for each patient. Oropharyngeal 
or naso p h ary n g eal su c tio n in g  w as 
perform ed with a sterile mucus extractor 
im m ediately after productive coughing. 
The duration o f the w hole procedure was 
about 35 minutes.

The conventional sputum was obtained 
by suctioning after the application of 
chest physiotherapy only. Physiotherapy 
and suctioning w ere perform ed in the 
sam e way as for the induced method. 
The duration o f the whole procedure was 
15 m inutes for the conventional method.

The patient was observed for possible 
a d v erse effects (ep istax is, vom iting, 
coughing) during the procedure and for 
30 m inutes following the procedure.

T he same physiotherapist obtained all 
the specim ens. A lterations in chest phy­
siotherapy techniques (postural drainage 
po sitio n s and percu ssio n  localised  
for each child’s specific condition) were 
applied in the same way for induced and 
conventional sputa on a specific patient. 
The same saturation m onitor was used 
throughout the project.

RESULTS
Twenty patients were included in the 
study, 9 boys, and 11 girls. The ages 
ranged from  three weeks to 16 m onths 
o f age with a median age o f seven 
months. No patient dropped out o f the 
study because o f prolonged decreased 
oxygen saturation o f increased heart rate 
during the procedures.

M easurem ents o f oxygen saturation 
and heart rate before, during, and after the 
procedures are sum m arised in Tables 1 
and 2.

There was no difference in the mean 
values o f the lowest saturation level 
during the procedure irrespective o f the 
m ethod (p-value 0.184) or in the mean 
values o f the satu ratio n  before the 
procedure (p-value 0.218). After the 
procedure the saturation level with the

induced m ethod was higher than with 
the conventional method (p-value 0.028). 
The 95% confidence interval for this 
difference is 0.3 to 3.9 which is not 
considered clinically m eaningful.

D uring the collection o f three o f the 
40 specim ens, the oxygen saturation 
d ro p p ed  to below  80%  (76% , 72% 
and 73%). The oxygen saturation level 
dropped to 76% with percussion in one 
o f the subjects w hilst using the conven­
tional m ethod and in the sam e subject 
to 72% (also with percussion) during the 
induction method. In this child, who was 
three m onths old, the oxygen saturation 
level returned to above 80% within a 
few seconds in both methods. However, 
the saturation level returned to baseline 
(oxygen saturation level prior to pro­
cedure) w ithin one m inute after the 
p ro ced u re w hilst using the induced 
m ethod and one minute to baseline with 
the conventional method. In the second 
child, w ho was seven m onths old, the 
oxygen saturation level dropped to 73% 
with percussion during the conventional 
method. This low level o f saturation 
lasted only a few seconds before return­
ing to above 80%, and norm alisation to 
baseline took 4 m inutes. This child was

SA J o u r n a l  o f  Physiotherapy 2001 V o l  57 No 3 17

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Table 2: Heart rate

INDUCED N =20

Variable Mean Std Dev Minimum Maximum Median

Prior to 
procedure 1 4 7 .6 1 4 .6 1 1 0 1 7 0 1 4 7 . 5

After
Salbutamol
inhalation 1 4 7 . 8 1 7 .2 1 2 0 1 7 8 1 4 6 . 5

After
Saline
inhalation 1 5 0 1 6 .9 1 1 6 1 8 0 1 4 8 . 0

Minimum
during
procedure 1 6 4 . 5 1 4 .1 1 4 0 1 8 5 1 7 0 . 0

After
procedure 1 5 3 .1 1 9 1 2 5 1 8 0 1 6 0 . 0

CO N VENTIO N AL N =20

Prior to 
procedure 1 4 3 . 5 1 7 1 1 2 1 7 8 1 4 7 . 5

Minimum
during
procedure 1 5 6 .1 1 6 .5 1 3 0 1 8 9 1 6 0 . 0

After
procedure 1 5 2 . 3 1 9 .9 101 1 8 2 1 5 7 . 0

Lowest Saturation Induced n=20 Conventional n=20

Percussion 6 1 3

Suction 1 0 5

Other 4 2

Table 3: Stage of lowest oxygen saturation

crying, w hich could have an effect on 
the oxygen saturation level. T hese three 
children had saturation levels o f less 
than 90% before the procedure. In total, 
nine children (13 specim ens) had oxygen 
saturation levels below  90% prior to the 
procedure. D uring both the procedures, 
oxygen saturation rem ained above 80% 
in 10 o f these 13 specim ens.

The stage o f the procedure during 
w hich the lo w est satu ra tio n  level 
occurred was also recorded (see Table 3). 
D uring the induction pro cedure, the 
lowest saturation level occurred during 
suction in 10 o f the 20 patients in the 
sam ple, during percussion in six, and 
at other stages in four subjects. Using 
the conventional procedure, the lowest 
saturation level occurred during percus­
sion in 13 o f the 20 patients in the 
sam ple, during suction in five o f 20, and 
at other stages in two.

T h ere w as no d ifferen ce in the 
m ean values o f the heart rate before 
(p-value = 0.126) or after the procedure 
(p-value = 0.865) irrespective o f the 
m ethod. The m ean peak heart rate 
during the procedure was slightly higher 
(p-value = 0.040) during the induced 
sputum  procedure (165 beats/m in) as 
com pared to the conventional procedure 
(156 beats/min). The 95%  confidence 
interval for this difference is 0.6 to 13.4. 
The highest recorded heart rate was 
189/m in, and o ccu rred  d u rin g  the 
conventional procedure. No prolonged 
tachycardia occurred in any o f these 
cases. N one o f the children developed 
a bradycardia during the procedure.

Saline inhalation caused increased 
coughing in twelve patients, but only 
m ild cou g h in g  w ith less th an  five 
coughs per episode. T he oxygen satura­
tion was not influenced dram atically by

this coughing. Increased coughing was 
also caused by chest physiotherapy in 
b oth the in d u ced  and co n v e n tio n al 
m ethods, but no severe coughing was 
noted.

M ild epistaxis occurred in seven o f 
the 20 cases during the induced sputum  
m ethod and in four o f the 20 cases 
during the conventional m ethod, after 
suctioning. The sputa did not contain any 
blood. M ild vom iting occurred in one 
patient ju st after suctioning during the 
induction method.

DISCUSSION
N o clinically m eaningful differences 
in oxy g en  satu ra tio n  m easu rem en ts 
w ere found betw een the induced and 
the conventional m ethods o f obtaining 
sputum .

O f note however, w as that the lowest 
saturation m easurem ent occurred m ore 
frequently with percussion during the 
c o n v e n tio n al m ethod than w ith the 
induced m ethod. It thus seem s that 
percussion is tolerated better during the 
induced sputum  m ethod. A possib le 
explanation could be that bronchodila- 
tation after nebulisation with salbutamol 
increases the tolerance for percussion.

T he mean peak heart rate was slightly 
h ig h e r d u rin g  the sp u tu m  in duction 
m ethod (165 beats/m in) than during the 
conventional m ethod (156 beats/m in). 
This is probably due to the nebulisation 
w ith salbutam ol. T hough statistically 
significant, this difference is too small 
to be o f clinical importance.

A dverse effects such as increased 
coughing, mild epistaxis due to suctioning 
and vom iting do seem  to occur m ore 
frequently during the induced sputum 
technique. T hese side effects however, 
are mild. T he vom iting in one o f the 
patients was probably triggered by the 
su c tio n in g  and n o t by the spu tum  
induction. In view o f the possibility o f 
vom iting during suctioning, it is im por­
tant to w ait at least two hours after the 
last feed before collecting sputum.

B radycardia caused by vagal stim ula­
tion could be expected during suctioning 
o f the pharynx, especially in the younger 
patients. This did not occur in any o f the 
patients. T he risk for bradycardia could 
increase if suctioning was prolonged. 
B ecause o f this theoretical risk o f brady-

18 SA J o u r n a l  o f  P hysiothera py 2001 V o l  57 No 3

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cardia and the fact that the saturation 
levels dropped below 80% in three of 
the 40 sample collections, it seems wise 
to m onitor pulse and oxygen saturation 
during sputum collection in small chil­
dren, during both the conventional and 
the induction method.

CONCLUSION
Sputum  induction is safe in children 
under 18 months o f age. No major dif­
ferences in oxygen saturation, heart 
rate or other side effects between the 
induction m ethod and the conventional 
method o f sputum collection were found.

Clinical implications for physiotherapy
The m ethod o f induced sputum can be 
used in children under the age o f 
18 months w ithout com prom ising the 
patient’s safety.

The induced m ethod o f collecting 
sputum  specim en is m ore cost and 
time consum ing than the conventional 
method and therefore should be used

only when a high yield for virological 
and bacterial investigations to detect 
specific organisms is required.

Limitations and suggestions for further studies
This study should be repeated with a 
larger sample size for more significant 
statistical analysis.

The differences in yield should be 
com pared using the conventional and 
induced m ethods o f collecting sputum 
specimen.

Investigation o f the effect o f age on 
m ethods o f sputum collection in chil­
dren under the age o f 18 months would 
be interesting.

REFERENCES

M i l l e r  R F , K o c ja n  G , B u c k la n d  J e t  al. 
1991 S p u tu m  In d u c tio n  f o r  th e  D ia g n o s is  o f  
P u lm o n a ry  D is e a s e  in H IV  P o s itiv e  P a tie n ts. 
Jo u rn a l o f  I n fe c tio n  2 3 :5 -1 5 .

M ille r  R F, L e ig h  T R , C o llin s  JV, M itc h e ll 
D M . 1990 T e sts g iv in g  a e tio lo g ic a l d ia g n o s is

in p u lm o n a r y  d is e a s e  in p a tie n ts  in f e c te d  
w ith  th e  H u m a n  I m m u n o d e f ic ie n c y  V iru s. 
T h o ra x  4 5 :6 2 - 6 5 .

O g n ib e n e  FP, G ill V J, P iz z o  PA , K o v a c s  JA , 
G o d w in  C , S u ff e r d in i A F, S h e lh a m e r  JH , 
P a r rillo  JE , M a s u r  H. 1989 In d u c e d  sp u tu m  
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in im m u n o s u p p r e s s e d  p e d ia tr ic  p a tie n ts . T h e  
J o u r n a l o f  P e d ia tr ic s  S e p t: 4 3 0 -4 3 3 .

S h a t a  A M A , C o u l t e r  J B S , P a r r y  C M , 
C h i n g ’an i G , B r o a d h e a d  R L , H a rt C A . 1996 
S p u tu m  i n d u c t i o n  f o r  t h e  d i a g n o s is  o f  
tu b e rc u lo sis . A rc h iv e s o f  D ise a se s in C h ild h o o d  
7 4 :5 3 5 - 5 3 7 .

V a le rie  L , G a r tn e r  I, W e y m o u th  L A , G o o d m a n  
C D . H o p e w e ll P C , H a d le y  W K . 1 9 8 9  T h e  
u s e  o f  M u c o l y s e d  I n d u c e d  S p u tu m  f o r  
th e  I d e n tific a tio n  o f  P u lm o n a ry  P a th o g e n s  
A s s o c i a t e d  w ith  I m m u n o d e f i c i e n c y  V iru s  
In fe c tio n . A r c h iv e s  o f  P a th o lo g y  L a b o ra to r y  
M e d ic in e  1 1 3 :4 8 8 -4 9 3 .

Z a r  H J, T a n n e n b a u m  E , A p o lle s  P, R o u x  P, 
H a n s lo  D , H u s se y  G . 2 0 0 0  S p u tu m  in d u c tio n  
f o r  th e  d ia g n o s is  o f  p u lm o n a r y  tu b e r c u lo s is  
in in fa n ts  a n d  y o u n g  c h ild r e n  in a n  u rb a n  
s e ttin g  in S o u th  A fric a . A r c h iv e s  o f  D is e a s e s  
in C h ild h o o d  8 2 :3 0 5 -3 0 8 .

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