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DEDICATION

John C. Sherris, M.D., 1921–2021

(Reproduced, with permission, from McAdam AJ. John C. Sherris, M.D, JClinMicrobiol 2012 Nov;50(11):3416–3417.)

John Sherris was one of the most respected and admired microbiologists of his time. Trained in London and Oxford he was recruited by the University of Washington School of Medicine in 1959 to develop clinical microbiology laboratories, research, and the first clinical microbiology postdoctoral training program (PhDs and MDs) outside the Center for Disease Control and Prevention (CDC). John’s best-known research accomplishment was leading the development and standardization of accurate yet practical antimicrobial susceptibility testing methods for pathogenic bacteria. The single disk diffusion technique was the most celebrated of these, but equally important were the underlying principles of interpreting individual bacterial strain results in relation to known pharmacologic and clinical data. These have turned out to be enduring. Even automated instruments, which now turn out results by the hundreds in a matter of hours, follow John’s rules. An excellent teacher, John’s motivation in developing this book was to strictly limit the text to material relevant to students of medicine and other health professions, and to explain it well. Stepping down as editor after the

second edition he remained involved until literally weeks before his death. John Sherris’ work and leadership have been recognized worldwide including presidency of the American Society for Microbiology, chair of the American Board of Medical Microbiology, and an honorary doctorate from Sweden’s Karolinska Institute (see reference below the portrait above for many more). Amid all this success John Sherris and his wife Elizabeth were the most kind, witty, and downright enjoyable people one could ever hope to know.

Contents

Contributors

Preface

PART I • Infection

L. Barth Reller , Megan E. Reller , Kenneth J. Ryan, and Gayatri Vedantam

1 Infection—Basic Concepts

2 Immune Response to Infection

3 Sterilization, Disinfection, and Infection Control

4 Principles of Laboratory Diagnosis of Infectious Diseases

5 Emerging and Reemerging Infectious Diseases: Emergence and Global Spread of Infection

PART II • Pathogenic Viruses

NafeesAhmadandW.LawrenceDrew

6 Viruses—Basic Concepts

7 Pathogenesis of Viral Infection

8 Antiviral Agents and Resistance

9 Respiratory Viruses

10 Viruses of Mumps, Measles, Rubella, and Other Childhood Exanthems

11 Poxviruses

12 Enteroviruses

13 Hepatitis Viruses

14 Herpesviruses

15 Viruses of Diarrhea

16 Arthropod-Borne and Other Zoonotic Viruses

17 Rabies

18 Human Retroviruses: HTLV, HIV, and AIDS

19 Papilloma and Polyoma Viruses

20 Persistent Viral Infections of the Central Nervous System

PART III • Pathogenic Bacteria

PaulPottinger , L.BarthReller , KennethJ. Ryan,GayatriVedantam andScottWeissman

21 Bacteria—Basic Concepts

22 Pathogenesis of Bacterial Infections

23 Antibacterial Agents and Resistance

24 Staphylococci

25 Streptococci and Enterococci

26 Corynebacterium,Listeria,and Bacillus

27 Mycobacteria

28 Actinomycesand Nocardia

29 Clostridium,Bacteroides,and Other Anaerobes

30 Neisseria

31 Haemophilusand Bordetella

32 Vibrio,Campylobacter , and Helicobacter

33 Enterobacteriaceae

34 Legionellaand Coxiella

35 Pseudomonas and Other Opportunistic Gram-negative Bacilli

36 Plague and Other Bacterial Zoonotic Diseases

37 Spirochetes

38 Mycoplasma

39 Chlamydia

40 Rickettsia, Orientia, Ehrlichia, Anaplasma, and Bartonella

41 Dental and Periodontal Infections

PART IV • Pathogenic Fungi

J.AndrewAlspaughandJulieM.Steinbrink

42 Fungi—Basic Concepts

43 Pathogenesis and Diagnosis of Fungal Infections

44 Antifungal Agents and Resistance

45 The Superficial and Subcutaneous Fungi: Dermatophytes, Malassezia, Sporothrix, and Pigmented Molds

46 The Opportunistic Fungi: Candida, Aspergillus, the Zygomycetes, and Pneumocystis

47 The Systemic Fungal Pathogens: Cryptococcus, Histoplasma, Blastomyces, Coccidioides, Paracoccidioides

PART V • Pathogenic Parasites

PaulPottingerandCharlesR.Sterling

48 Parasites—Basic Concepts

49 Pathogenesis and Diagnosis of Parasitic Infection

50 Antiparasitic Agents and Resistance

51 Apicomplexa and Microsporidia

52 Sarcomastigophora—The Amebas

53 Sarcomastigophora—The Flagellates

54 Intestinal Nematodes

55 Tissue Nematodes

56 Cestodes

57 Trematodes

PracticeQuestionsinUSMLEFormat

Index

Contributors

Editor

KENNETH J. RYAN, MD

Emeritus Professor of Pathology and Microbiology

University of Arizona College of Medicine

Tucson, Arizona

AUTHORS

NAFEES AHMAD, PhD

Professor of Immunobiology

Director, Immunity and Infection

University of Arizona College of Medicine

Tucson, Arizona

J. ANDREW ALSPAUGH, MD

Professor of Medicine, Molecular Genetics and Microbiology

Duke University School of Medicine

Durham, North Carolina

W. LAWRENCE DREW, MD, PhD

Emeritus Professor of Laboratory Medicine and Medicine

University of California, San Francisco School of Medicine

Mount Zion Medical Center

San Francisco, California

PAUL POTTINGER, MD

Associate Professor of Medicine

Division of Allergy and Infectious Diseases

University of Washington School of Medicine

Seattle, Washington

L. BARTH RELLER, MD

Professor of Pathology and Medicine

Duke University School of Medicine

Durham, North Carolina

MEGAN E. RELLER, MD, PhD, MPH

Associate Professor of Medicine

Duke University School of Medicine

Durham, North Carolina

JULIE M. STEINBRINK, MD

Assistant Professor of Medicine

Duke University School of Medicine

Durham, North Carolina

CHARLES R. STERLING, PhD

Professor Emeritus

School of Animal and Comparative Biomedical Sciences

University of Arizona

Tucson, Arizona

GAYATRI VEDANTAM, PhD

Professor

School of Animal and Comparative Biomedical Sciences

University of Arizona

Research Career Scientist, US Department of Veterans Affairs

Tucson, Arizona

SCOTT WEISSMAN, MD

Associate Professor of Pediatrics

University of Washington School of Medicine

Seattle Children’s

Seattle, Washington

Preface

With this eighth edition, SherrisMedicalMicrobiologywill enter its fifth decade as Sherris & Ryan’s Medical Microbiology. We are pleased to welcome new authors Julie M. Steinbrink and Gayatri Vedantam from Duke University and the University of Arizona. John Sherris, the founding editor, continues to act as an inspiration to all of us (see Dedication).

BOOK STRUCTURE

The goal of Sherris & Ryan’s Medical Microbiology remains unchanged from that of the first edition (1984). This book is intended to be the primary text for students of medicine and medical science who are encountering microbiology and infectious diseases for the first time. Part I opens with a chapter that explains the nature of infection and the infectious agents at the level of a general reader. The following four chapters give more detail on the immunologic, diagnostic, and epidemiologic nature of infection with minimal detail about the agents themselves. Parts II through V form the core of the text with chapters on the major viral, bacterial, fungal, and parasitic diseases, and each begins with its own chapters on basic biology, pathogenesis, and antimicrobial agents.

CHAPTER STRUCTURE

In the specific organism/disease chapters, the same presentation sequence is maintained throughout the book. First, features of the Organism (structure, metabolism, genetics, etc.) are described; then mechanisms of the Disease (epidemiology, pathogenesis, immunity) the organism causes are explained; the sequence concludes with the Clinical Aspects (manifestations, diagnosis, treatment, prevention) of these diseases. A clinical Case Study followed by questions in USMLE format concludes each of these chapters. In Sherris & Ryan’s Medical Microbiology, the emphasis is on the text narrative, which is designed to be read comprehensively, not as a reference work. Considerable effort has been made to supplement this text with other learning aids such as the above-

mentioned cases and questions as well as tables, photographs, and illustrations.

STUDENT-DRIVEN STUDY AIDS

This edition continues a number of new study aids first seen in the seventh edition. These were the product of a Student Advisory Group conceived and led by Laura Bricklin, MD then a second-year medical student at the University of Arizona College of Medicine. They include a boxed narrative OVERVIEW opening each diseaseoriented chapter or major section, highlighted MARGINAL NOTES judged to be “high yield” for USMLE Step 1 preparation, and bulleted lists of KEY CONCLUSIONS at the end of major sections. A THINK

→ APPLY feature randomly inserts thought-provoking questions into the body of the text, which are answered at the bottom of the page. These new features are explained in detail and illustrated on pages iv and v. Practice Questions in USMLE format are also included. In the online version of this book the case-based, and other USMLE type questions are presented independent of the narrative text.

For any textbook, dealing with the onslaught of new information is a major challenge. In this edition, much new material has been included, but to keep the student from being overwhelmed, older or less important information has been deleted to keep the size of this book no larger than of the seventh edition. As a rule of thumb, material on classic microbial structures, toxins, and the like in the Organism section has been trimmed unless its role is clearly explained in the Disease section. At the same time, we have tried not to eliminate detail to the point of becoming synoptic and uninteresting. Genetics is one of the greatest challenges in this regard. Without doubt this is where major progress is being made in understanding infectious diseases, but a coherent discussion may require using the names and abbreviations of genes, their products, and multiple regulators to tell the complete story. Whenever possible we have tried to tell the story without all the code language. We have also tried to fully describe the major genetic mechanisms in general chapters and then refer to them again when that mechanism is deployed by a pathogen. For example, Neisseria gonorrhoeae is

used to explain the genetic mechanisms for antigenic variation in a general chapter on bacterial pathogenesis (Chapter 22), but how it influences its disease, gonorrhea, is taken up with its genus Neisseria(Chapter 30).

A saving grace is that our topic is important, dynamic, and fascinating—not just to us but to the public at large. Newspapers, radio, television, and now social media reports of infectious diseases are now filled daily with details of the Covid-19 pandemic. Resistance to antimicrobial agents and the havoc created by antivaccine movements remain regular topics on the evening news. It is not all bad news. We sense a new optimism that deeper scientific understanding of worldwide scourges like Covid-19, HIV/AIDS, tuberculosis, and malaria will lead to their control. We are hopeful that the basis for understanding these changes is clearly laid out in the pages of this book.

PART I Infection

CHAPTER 1 Infection—Basic Concepts

CHAPTER 2 Immune Response to Infection

CHAPTER 3 Sterilization, Disinfection, and Infection Control

CHAPTER 4 Principles of Laboratory Diagnosis of Infectious Diseases

CHAPTER 5 Emerging and Reemerging Infectious Diseases: Emergence and Global Spread of Infection

chapter 1

Infection—Basic Concepts

Humanityhasbutthreegreatenemies:fever,famine,andwar;of thesebyfarthegreatest,byfarthemostterrible,isfever.

—Sir William Osler, 1896*

When Sir William Osler, the great physician/humanist, wrote these words, fever (infection) was indeed the scourge of the world. Tuberculosis and other forms of pulmonary infection were the leading causes of premature death among the well-to-do and the less fortunate. The terror was due to the fact that, although some of the causes of infection were being discovered, little could be done to prevent or alter the course of disease. In the 20th century, advances in public sanitation and the development of vaccines and antimicrobial agents changed this (Figure 1–1), but only for the nations that can afford these interventions. As we move through the second decade of the 21st century, the world is divided into countries in which heart attacks, cancer, and stroke have surpassed infection as causes of premature death and those in which infection is still the leader. That is, unless there is a pandemic causing infection to again become the leading killer everywhere.

FIGURE 1–1. Death rates for infectious disease in the United States in the 20th century. Note the steady decline in death rates related to the introduction of public health, immunization, and antimicrobial interventions.

A new uneasiness that is part evolutionary, part discovery, and part diabolic has taken hold. Infectious agents once conquered have shown resistance to established therapy, such as multiresistant Mycobacterium tuberculosis, and diseases, such as acquired immunodeficiency syndrome (AIDS), have emerged. The spectrum of infection has widened, with discoveries that organisms earlier thought to be harmless can cause disease under certain circumstances. Who could have guessed that Helicobacterpylori, not even mentioned in the first edition of this book (1984), would be the major cause of gastric and duodenal ulcers and an officially declared carcinogen? Bioterrorist forces have unearthed two previously controlled infectious diseases—anthrax and smallpox and threatened their distribution as agents of biological warfare. Finally, our current COVID-19 pandemic caused by the emergence of a new member of the well-known Coronavirus genus threatens to become the leading killer, not just in a century but ever. For students of medicine,

understanding the fundamental basis of infectious diseases has more relevance than ever.

BACKGROUND

The science of medical microbiology dates back to the pioneering studies of Pasteur and Koch, who isolated specific agents and proved that they could cause disease by introducing the experimental method. The methods they developed lead to the first golden age of microbiology (1875-1910), when many bacterial diseases and the organisms responsible for them were defined. These efforts, combined with epidemiologic work begun by Semmelweis and Lister, which showed how these diseases spread, led to the great advances in public health that initiated the decline in disease and death. In the first half of the 20th century, scientists studied the structure, physiology, and genetics of microbes in detail and began to answer questions relating to the links between specific microbial properties and disease. By the end of the 20th century, the sciences of molecular biology, genetics, genomics, and proteomics extended these insights to the molecular level. Genetic advances have reached the point at which it is possible to know not only the genes involved but also to understand how they are regulated and mutated. The discoveries of penicillin by Fleming in 1929 and of sulfonamides by Domagk in 1935 opened the way to great developments in chemotherapy. These gradually extended from bacterial diseases to fungal, parasitic, and finally viral infections. Almost as quickly, virtually all categories of infectious agents developed resistance to all categories of antimicrobial agents to counter these chemotherapeutic agents.

• INFECTIOUS AGENTS: THE MICROBIAL WORLD

Microbes are small

Microbiology is a science defined by smallness. Its creation was made possible by the invention of the microscope (Gr. micro, small + skop, to look, see), which allowed visualization of structures too small to see with the naked eye. This definition of microbiology as the study of microscopic living forms still holds if one can accept that some organisms can reproduce only within other cells (eg, all viruses and some bacteria)

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Lowell, P., 174

Luck, rays of, 190

Lumber (in world building), 235, 243

Macroscopic survey, 154, 227, 299, 304

Man, 169, 178

Man-years, 180

Mars, 172

Mass, increase with velocity, 39, 50, 59

Mathematician, 161, 209, 337, 347

Matrix, 208

Matter, 1, 31, 156, 203, 248, 262

Maxwell, J. C., 8, 60, 156, 237

Measures of structure, 234, 268

Mechanical models, 209

Mechanics and Geometry, 137

Mendelian theory, 250

Mental state, 279

Metric, 142, 153

Metrical and non-metrical properties, 275

Michelson-Morley experiment, 5, 11

Microscopic analysis, reaction from, 103

Milky Way, 163

Miller, D. C., 5

Mind and matter, 259, 268, 278; selection by mind, 239, 243, 264

Mind-stuff, 276

Minkowski, H., 34, 53

Mirror, distortion by moving, 11

Models, 198, 209, 344

Molecular bombardment, 113, 131

Momentum, 153, 208, 223, 239, 262

Monomarks, 231

Moon, origin of, 171

Morley, E. W., 5

Motion, law of, 123

Multiplicationist, 86

Multiplicity of space and time frames, 20, 35, 61

Myself, 42, 53

Mysticism, defence of, 323; religious, 338

Nautical Almanac, 150

Nebulae, 165

Nebular observers, 9, 12

Neptune, 49

Neutral stuff, 280

Neutral wedge, 48

New quantum theory, 206

Newton, 111, 122, 201; quotation from, 111

Newtonian scheme, 4, 18, 125

Non-empty space, 127, 153, 238

Non-Euclidean geometry, 157

Nonsense, problem of, 344

Now-lines, 42, 47, 49, 184

Nucleus of atom, 3

Objectivity of “becoming”, 94; of a picture, 107

Observer, attributes of, 15, 337

Odds, 301, 303

Official scientific attitude, 286, 334

Operator, 208

Orbit jumps of electron, 191, 196, 205, 215, 300, 312

Organisation, 68, 70, 104

Ought, 345

Oxygen and vegetation, 174

’s and ’s, 208, 223, 327

Pacific Ocean, 171

Particle, 202, 211, 218

Past, relative and absolute, 48

Pedantry, 340, 342

Permanence, 241

Personal aspect of spiritual world, 337

Phoenix complex, 85

Photoelectric effect, 187

Photon, 190

Physical time, 40

Picture and paint, 106

Picture of gravitation, 115, 138, 157

Plan, Nature’s, 27

Planck, M., 185

Plurality of worlds, 169

Pointer readings, 251

Ponderomotive force, 237

Porosity of matter, 1

Potential (gravitational), 261

Potential energy, 213

Potential gradient, 96

Pound sterling, relativity of, 26

Predestination, 293, 303

Predictability of events, 147, 228, 300, 307

Primary law, 66, 75, 98; insufficiency of, 107

Primary scheme of physics, 76, 129, 295

Principal curvature, 120, 139

Principia, 4

Principle of Correspondence, 196

Principle of detailed balancing, 80

Principle of indeterminacy, 220, 306

Probability, 216, 315

Proof and plausibility, 337

Proper-distance, 25

Proper-time, 37

Proportion, sense of, 341

Proton, 3

Psi ( ), 216, 305

Pure mathematician, 161, 337, 347

Purpose, 105

-numbers, 208, 270

Quantum, 184; size of, 200

Quantum laws, 193

Quantum numbers, 191, 205

Quest of the absolute, 26, 122; of science, 110, 287; of reality, 328

Quotations from Boswell, 326

Brooke, Rupert, 317

Clifford, W. K., 278

Dickens, 32

Einstein, A., 294

Hegel, 147

Huxley, T. H., 173

Kronecker, L., 246

Lamb, H., 316

Lewis Carroll, 28, 291, 344

Milton, 167

Newton, 111

Nursery Rhymes, 64, 70, 262

Omar Khayyam, 64, 293

O’Shaughnessy, A., 325

Russell, Bertrand, 160, 278

Quotations from (cont.)

Shakespeare, 21, 39, 83, 292, 330

Swift, 341

Whitehead, A. N., 145

Radiation pressure, 58

Random element, 64; measurement of, 74

Reality, meaning of, 282, 326

Really true, 34

Rectification of curves, 125

Rejuvenescence, theories of, 85, 169

Relata and relations, 230

Relativity of velocity, 10, 54, 59, 61; of space-frames, 21; of magnetic field, 22; of distance, 25; of pound sterling, 26; of Now (simultaneity), 46, 61; of acceleration, 129; of standard of length, 143

Religion, 194, 281, 288, 322, 324, 326, 333, 349

Retrospective symbols, 307, 308

Revolutions of scientific thought, 4, 352

Right frames of space, 18, 20

Roemer, O., 43

Rotating masses, break-up of, 176

Running down of universe, 63, 84

Russell, B., 160, 277, 278

Rutherford, E., 2, 327

Scale (measuring), 12, 18, 24, 134, 141

Schrödinger’s theory, 199, 210, 225, 305

Scientific and familiar worlds, xiii, 247, 324

Second law of thermodynamics, 74, 86

Secondary law, 75, 79, 98

Seen-now lines, 44, 47

Selection by mind, 239, 243, 264, 330

Self-comparison of space, 145

Sense-organs, 51, 96, 266, 329

Shadows, world of, xiv, 109

Shuffling, 63, 92, 184

Sidereal universe, 163

Signals, speed of, 57

Significances, 108, 329

Simultaneity, 49, 61

Singularities, 127

Sirius, Companion of, 203

de Sitter, W., 167

Slithy toves, 291

Solar system, origin of, 176

Solar system type of atom, 2, 190

Sorting, 93

Space, 14, 16, 51, 81, 137

Spasmodic moon, 226

Spatial relations, 50

Spectral lines, 205, 216; displacement of, 121, 166

Spherical curvature, radius of, 140

Spherical space, 82, 166, 289; radius of, 167

Spiral nebulae, 165

Spiritual world, 281, 288, 324, 349

Standard metre, 141

Stars, number of, 163; double, 175; evolution of, 176; white dwarfs, 203

States, 197, 301

Statistical laws, 244; mind’s interference with, 313

Statistics, 201, 300, 303

Stratification, 47

Stress, 129, 155, 262

Structure, 234, 277

Sub-aether, 211, 219

Subjective element in physics, 95, 241

Substance, ix, 273, 318

Success, physical basis of, 346

Sun, as a star, 164; age of, 169

Supernatural, 309, 348

Survey from within, 145, 321, 330

Sweepstake theory, 189

Symbolism in science, xiii, 209, 247, 269, 324

Synthetic method of physics, 249

Temperature, 71

Temporal relations, 50

Tensor, 257

Tensor calculus, 181

Thermodynamical equilibrium, 77

Thermodynamics, second law of, 66, 74, 86

Thermometer as entropy-clock, 99, 101

Thinking machine, 259

Thought, 258; laws of, 345

Time in physics, 36; time lived (proper-time), 40; dual recognition of, 51, 100; time’s arrow, 69; infinity of, 83; summary of conclusions, 101; time-triangles, 133; reality of, 275

Time-scale in astronomy, 167

Touch, sense of, 273

Track, longest, 125, 135, 148

Trade Union of matter, 126

Transcendental laws, 245

Traveller, time lived by, 39, 126, 135

Triangles in space and time, 133

Tug of gravitation, 115, 122

Undoing, 65

Unhappening, 94, 108

Uniformity, basis of, 145

Unknowable entities, 221, 308

Utopia, 265

Values, 243, 330

Vegetation on Mars, 173

Velocity, relativity of, 10; upper limit to, 56

Velocity through aether, 30, 32

Velocity of light, 46, 54

Venus, 170

Victorian physicist, ideals of, 209, 259

View-point, 92, 283

Void, 13, 137

Volition, 310

Watertight compartments, 194

Wave-group, 213, 217, 225

Wave-length, measurement of, 24

Wave-mechanics, 211

Wave-theory of matter, 202

Wavicle, 201

Wells, H. G., 67

White dwarfs, 203

Whitehead, A. N., 145, 249

Whittaker, E. T., 181

Winding up of universe, 83

World building, 230

World-lines, 253

Worm, four-dimensional, 42, 87, 92

Wright, W. H., 172

Wrong frames of reference, 116

X (Mr.), 262, 268

TRANSCRIBER’S NOTES

On page 32, the reference to Einstein has been replaced by Dickens as shown in the Index. This quote appears in “Martin Chuzzlewit” published in 1843.

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