US Environmental Protection Agency
Office of Pesticide Programs

Office of Pesticide Programs

Microbiology Laboratory

Environmental Science Center, Ft. Meade, MD

Standard Operating Procedure for
Use and Maintenance of Orbital Shakers

SOP Number: EQ-10-01
Date Revised: 11-03-11


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Initiated By:

Technical Review:

QA Review:

Approved By:

SOP No. EQ-10-01
Date Revised: 11-03-11
Page 1 of 8

EPA/OPP MICROBIOLOGY LABORATORY
ESC, Ft. Meade, MD

Standard Operating Procedure
for

Use and Maintenance of Orbital Shakers
SOP Number: EQ-10-01
Date Revised: 11-03-11

Print Name:

Print Name:

Technical Staff

Print Name:

QA Officer

Print Name:

Branch Chief

Date: / /

Date:

/ /

Date: / /

Date: / /

Effective Date:

/ /

Controlled Copy No.:

Withdrawn By:

Date: / /


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SOP No. EQ-10-01
Date Revised: 11-03-11
Page 2 of 8

TABLE OF CONTENTS
Contents	Page Number

1.0 SCOPE AND APPLICATION	3

2.0 DEFINITIONS	3

3.0 HEALTH AND SAFETY	3

4.0 CAUTIONS	3

5.0 INTERFERENCES	3

6.0 PERSONNEL QUALIFICATIONS	4

7.0 SPECIAL APPARATUS AND MATERIALS	4

8.0 INSTRUMENT OR METHOD CALIBRATION	4

9.0 SAMPLE HANDLING AND STORAGE	4

10.0 PROCEDURE AND ANALYSIS	4

11.0 DATA ANALYSIS/CALCULATIONS	6

12.0 DATA MANAGEMENT/RECORDS MANAGEMENT	6

13.0 QUALITY CONTROL	6

14.0 NONCONFORMANCE AND CORRECTIVE ACTION	7

15.0 REFERENCES	7

16.0 FORMS AM) DATA SHEETS	7


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SOP No. EQ-10-01
Date Revised: 11-03-11
Page 3 of 8

1.0 SCOPE AND APPLICATION:

1.1 This SOP describes the use and maintenance of orbital shakers (Forma model
420).

2.0 DEFINITIONS:

2.1	Manual = Operating and Maintenance Manual 7000420 Rev. 7

2.2	RPM = Rotations per minute

2.3	LCD = Liquid crystal display

2.4	ISO = International Organization for Standardization

3.0 HEALTH AND SAFETY:

3.1 All manipulations of the test organisms are required to be performed in

accordance with biosafety practices stipulated in SOP MB-01, Lab Biosafety.

4.0 CAUTIONS:

4.1	Do not leave the shaker unattended when starting the unit. Be sure all flasks and
test tube racks are firmly seated in the clips and check the security of the flask clip
and the platform attachment screws monthly.

4.2	Shaker #1 is attached to a Knee-well Slide Assembly - make sure the lever
catches the latch tab after pushing the slide assembly back in prior to turning on
the shaker.

4.3	The Model 420 Orbital Shaker control system monitors and provides alarms for
nine operating parameters (refer to pages 2-5 and 2-6 of the manual).

4.4	For spills inside of the shaker, refer to section 4 of the manual for dismantling the
shaker and refer to SOP MB-13, Handling Spills, for the spill control procedures
for biohazardous organisms in biosafety levels 1, 2, and 3.

5.0 INTERFERENCES:

5.1 If the shaker is to be operated at a temperature 5-10°C above ambient, the circular
vent at the rear of the cabinet must be 1 inch from the wall and the rear vent must
be fully opened by turning the Phillips screw clockwise. If the operating


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SOP No. EQ-10-01
Date Revised: 11-03-11
Page 4 of 8

temperatures are more than 10°C above ambient, the rear vent must remain closed
(fully counterclockwise).

5.2	Before inserting tubes or flasks, make sure the screws that attach the racks to the
platform are tight

5.3	The lid must be closed to operate the shaker.

5.4	The shaker should not be operated at the maximum RPM without a load.

6.0 PERSONNEL QUALIFICATIONS:

6.1 Personnel are required to be knowledgeable of the procedures in this SOP.

Documentation of training and familiarization with this SOP can be found in the
training file for each employee.

7.0 SPECIAL APPARATUS AND MATERIALS:

7.1 Forma Orbital Shakers (model 420), serial numbers 131375-1815 (Shaker #1) and
131376-1816 (Shaker #2).

8.0 INSTRUMENT OR METHOD CALIBRATION:

8.1 Temperature calibration.

8.1.1	Access the Configuration menu by first pressing the down arrow, then the
up arrow, and then the Silence button.

8.1.2	Press the Temperature button beneath Temp. Using the up and down
arrows, increase or decrease the temperature value to match an
independent, accurate temperature measuring device. When selected,
press the Time, Speed, or Temp button to save the setting.

9.0 SAMPLE HANDLING AND STORAGE:

9.1 Refer to individual study and research protocols for sample handling parameters.

10.0 PROCEDURE AND ANALYSIS:

10.1 General shaker op erati on.

10.1.1 Turn on the unit using the main power switch (located on the right side


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SOP No. EQ-10-01
Date Revised: 11-03-11
Page 5 of 8

of the unit) and press Start to operate the shaker. Be sure Knee-well
Slide Assembly is locked prior to turning on shaker #1.

10.1.2	When starting, the numbers along the top row of the LCD will differ
from the Setpoint values shown along the bottom row of the LCD.
These numbers will change as the unit begins to operate.

10.1.3	Record the temperature of each unit when in use (refer to section 13.1
and 13.2 of the manual).

10.2 Time settings.

10.2.1	Hold. With the time set at Hold, the time display in the upper left
portion of the screen begins to count upward, showing the total
operating hours and minutes.

10.2.2	Countdown. When the Hold setpoint is changed to countdown
entering a time value in hours and minutes, the shaker will operate for
that period and automatically shut down. The display will show the
total time in the setpoint segment and the operating time remaining in
the Actual part of the display as the microprocessor counts down to
zero.

10.2.3 Changing from Hold to Countdown.

10.2.3.1	Press the button beneath the Time setpoint. Hold will
begin to flash.

10.2.3.2	Press either arrow to access the Countdown Time setpoint.
The preset time setpoint will begin to flash.

10.2.3.3	Press the up and down arrows to set the desired operating
time in five minute increments.

10.2.3.4 When the desired elapsed time is set, press the Time button
to return to the Operating Screen. Pressing the Start button
will start the shaker and begin the countdown sequence.
When 00:00 is reached, the shaker will automatically shut
off and the Cycle Complete alarm will sound.

10.3 Speed settings.


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SOP No. EQ-10-01
Date Revised: 11-03-11
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10.3.1	The Actual speed will display zero RPM and will gradually rise as the
platform begins its motion.

10.3.2	Changing the speed.

10.3.2.1	Press the button beneath the Speed setpoint. The RPM
value will begin to flash.

10.3.2.2	Press the up or down arrows to set the new speed in 1 RPM
increments.

10.3.2.3	Press the Speed button again to return to the Operating
Screen.

10.4 Temperature settings.

10.4.1	The temperature, shown in the upper right portion of the LCD, will
indicate the actual ambient temperature inside the cabinet and will
slowly move toward the setpoint.

10.4.2	Changing the temperature setpoint.

10.4.2.1	Press the button beneath the temperature setpoint (Temp
°C). The temperature value will begin to flash.

10.4.2.2	Press the up or down arrows to set the new temperature in
0.1 °C increments.

10.4.2.3	Press the temperature button again to return to the
Operating Screen.

11.0 DATA ANALYSIS/CALCULATIONS: None.

12.0 DATA MANAGEMENT/RECORDS MANAGEMENT:

12.1 The temperature of each shaker is to be recorded promptly, legibly and in

indelible ink on the appropriate temperature record form. Completed forms are
archived on a yearly basis in notebooks kept in secured file cabinets in room
D217. Archived data are subject to OPP's official retention schedule contained in
SOP ADM-03, Records and Archives

13.0

QUALITY CONTROL:


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SOP No. EQ-10-01
Date Revised: 11-03-11
Page 7 of 8

13.1	The temperature of each unit will be recorded once daily each working day
(Monday through Friday excluding holidays and days when the ESC is closed for
any reason) on the appropriate Temperature Record form (see 16.0) when the
instrument is in use. On days when the unit is not in use, the designation "N/A"
will be recorded on the Temperature Record form (see 16.0).

13.2	The thermometers are point checked annually against an ISO accredited
verification thermometer. A piece of label tape, displaying the correction factor,
is placed around the top of the corresponding thermometer. This procedure is
described in SOP EQ-02, Calibration of Thermometers. The point check
calibration records of thermometers are maintained in a notebook which is
archived in room D217.

14.0 NONCONFORMANCE AND CORRECTIVE ACTION:

14.1	Any deviation from the standard procedures will be documented in the record
book and investigated. The reasons for any difficulties achieving and maintaining
the target temperature will be determined and the appropriate corrective action
will be taken by the laboratory staff. If the problem cannot be determined or
corrected, a service technician will be called in to evaluate the situation and to
initiate the service on the equipment.

14.2	For maintenance, service, and troubleshooting refer to sections 3 and 4 of the
manual.

15.0 REFERENCES:

15.1 Forma Orbital Shaker Operating and Maintenance Manual 7000420 Rev. 7.

16.0 FORMS AND DATA SHEETS:

16.1 Orbital Shaker Temperature Log


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SOP No. EQ-10-01
Date Revised: 11-03-11
Page 8 of 8

16.1

Orbital Shaker Temperature Log
OPP Microbiology Laboratory

Laboratory #/Shaker ID: /

Thermometer ID/Correction Factor: / °C

Dale/I nilials

Temperature*

Organism

Comments**









































































































































































































* Corrected temperature recorded.

**Include purpose for use and research/study protocol number, if applicable.


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