← Common Core coursesBMS 118 · Hygiene and Sanitation
BMS 118 · Common Core (Tronc commun)Section 1.4 · Foundations of hygiene and sanitation
Section 4 of 31

Methods of hygiene and sanitation

Describe the practical methods of hygiene — cleaning, disinfection, sterilization and laundry — and explain that decontamination is the goal they reach, together with the types and systems of sanitation from basic sanitation to the sanitation value chain.

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Why this matters

A nurse who knows only that something must be “disinfected” will still make people sick, because disinfection that follows a careless wash leaves blood and mucus on the instrument and the chemical is used up on that dirt instead of on the microbes. Knowing the order — rinse, wash with soap and warm water, rinse thoroughly, dry, and only then disinfect or sterilize — and knowing which level of disinfection an item needs, is what turns a good intention into a safe bedside. The same practical thinking decides whether a patient’s linen is safe to handle and whether a village’s waste system can carry excreta away from its water.

What you need to know first

You should already know the difference between hygiene and sanitation, and the idea of the faecal–oral route. No laboratory knowledge is needed: every method here is something you can watch being done in a ward, a kitchen or a compound.

Words to know (5)
Cleaning
The removal of foreign material such as soil, blood, body fluids or food residue from an object, usually with water and a detergent or enzymatic product. Scrubbing a soiled instrument under running water with soap until no visible dirt remains is cleaning.
Disinfection
A process that eliminates many microorganisms, but not bacterial spores, from inanimate objects by chemical or physical means. Wiping a blood-pressure cuff with alcohol between two patients is disinfection.
Sterilization
A process that destroys all forms of microbial life, including bacterial spores, on an object. Steam under pressure in an autoclave sterilizes surgical instruments.
Chemical sterilant
A chemical that can kill bacterial spores, but only after prolonged exposure of several hours. Soaking an item in 2% glutaraldehyde for 3 to 12 hours is a chemical sterilization step.
Sanitation value chain
The linked steps by which excreta and wastewater are captured, stored, transported, treated and then disposed of or reused, together with the workers who run them. A pit that is emptied, hauled to a treatment plant and turned into safe compost is a working value chain.
One idea at a timeIdea 1 / 5

In one sentence Cleaning, disinfection, sterilization and laundry are the practical methods of hygiene; decontamination is the goal they reach, and they differ in what they remove and what they kill.

Four practical methods that reach one goal

The methods used to keep the surfaces and items you use every day safe are cleaning, disinfecting, sterilizing and laundry; decontamination is the aim they all serve, making an item safe for its next use. Cleaning is the removal of foreign material, such as soil or food residue, from objects, usually with water plus detergents or enzymatic products. Disinfection is a chemical or physical process that eliminates many microorganisms but not bacterial spores; sterilization destroys all microbial life, spores included; laundry applies the same logic to textiles. Decontamination is therefore not a fifth technique but the outcome — and cleaning, disinfection and sterilization are the tools that reach it. The methods are not rivals: they form a sequence, and each step makes the next one possible.

For example

Dried blood on a forceps is soil. Rinsing and washing it away is cleaning; wiping the now-clean forceps with alcohol is disinfection; autoclaving it is sterilization. Skip the wash and the alcohol has to fight dried blood as well as germs.

Pause and check yourself

Which of these practical methods removes soil rather than killing microorganisms?

Show the answer

Cleaning. It removes foreign material, including organic material such as body fluids and inorganic material such as soil. Disinfection and sterilization kill; cleaning removes, which is why cleaning comes first.

Read detailed explanations
Why cleaning must come before disinfection

A cleaned surface and a disinfected surface are not the same thing, and the difference explains the whole protocol. Cleaning removes foreign material — organic material such as blood, pus, urine or food residue, and inorganic material such as soil or dust — by a mechanical action helped by water and detergent. Soap molecules carry a water-loving end and a grease-loving end, so they lift oily and protein-rich soil off a surface and hold it in suspension so that the rinse water carries it away. Friction from a brush or a cloth then clears what chemical action alone would leave behind. Germs rarely sit naked on an object: they arrive inside that soil, in clumps and in thin layers called biofilm, where the outer cells and the organic matrix protect the inner ones. A disinfectant must first wet the surface and reach the organism at full working strength. Organic material consumes it — proteins bind chlorine and other oxidising agents and reduce the concentration available to kill anything — and spore coats and biofilm polysaccharides slow penetration further. That is why the notes insist on a specific order. The contaminated object is rinsed under running water to remove organic material, then washed with soap and warm water, then rinsed thoroughly, and only then dried and prepared for sterilization or disinfection. Rinsing first, rather than soaking in disinfectant, also prevents blood and tissue from drying hard onto the surface, because dried soil is far harder to remove. Warm water improves the removal of grease but is not hot enough to scald the worker or to fix proteins, and thorough rinsing matters because detergent residue can itself interfere with the chemical that follows. The same logic explains the last line of the protocol: the brush, the gloves and the sink that carried the dirt away are now contaminated, and are themselves washed and dried according to policy. In practice this means a nurse treats cleaning as a wet, dirty, high-risk step with its own gloves, apron and hand hygiene afterwards — not as a pause before the real work begins.

Levels of disinfection: the microbial hierarchy and exposure time

Disinfection is defined by what survives it, so the levels make sense only once you know which organisms resist. Bacteria exist in two forms: the growing, reproducing vegetative cell, which is relatively fragile, and the spore, a dehydrated, thick-coated dormant form that can survive drying, heat and many chemicals for years. Ordinary disinfection kills vegetative bacteria, most fungi and many viruses but leaves spores alive; sterilization destroys spores as well. Between these extremes, different chemicals and contact times give different results, and the notes give the numbers that matter. Low-level disinfectants kill the microbes in about 10 minutes. High-level disinfectants destroy most vegetative bacteria and some fungi and viruses, and need about 20 minutes at 2% glutaraldehyde. Chemical sterilants are disinfectants used at spore-killing exposure, which takes 3 to 12 hours; the long time is the price of penetrating the spore coat. One further trap is important: at comparable concentrations disinfectants kill all microorganisms except many bacterial spores, so a chemical does not become a sterilant because it is stronger — only because it is left in contact long enough, or because it is formulated differently. Spores are not the only resistant group. Mycobacteria such as the organism that causes tuberculosis have a waxy cell wall and resist many low-level agents; non-enveloped viruses and fungi such as Candida are also comparatively tough, which is why high-level disinfection is required for items that touch mucous membranes and cannot be heat-sterilized. The items named in the notes — endoscopes and bronchoscopes — are exactly this case: long narrow channels that touch mucous membrane, are too heat-sensitive for an autoclave, and are hard to clean mechanically, so high-level disinfection with a validated contact time is the standard. In nursing practice this becomes a rule of use: match the level to the item, not to the visible dirt. A cuff or a bedside table needs low-level; a laryngoscope blade or an endoscope needs high-level; anything that enters sterile tissue or the bloodstream needs sterilization. Paper strips and logbooks that record concentration, temperature and time are part of safe practice, because a disinfectant that has been reused, diluted or left on too briefly behaves like a much weaker one. The same principle explains why a defined exposure time cannot be shortened to save minutes: the kill is a function of concentration multiplied by time, so halving the time means accepting surviving organisms.

From basic sanitation to the value chain: choosing a system

Sanitation systems are not ranked by prestige but chosen to fit population density, water availability, soil, climate and money. At the basic end, the aim stated in the notes is simply to avoid human contact with faeces and to wash hands with soap, and this is achieved with on-site containment: a pit latrine or a septic tank holds waste where it is produced, and the household or institution manages it. On-site systems fail in predictable ways: pits fill, groundwater rises, floods enter, and a latrine built too close to a well contaminates the water that people drink. The notes make the density point sharply — sanitation is usually better in low-population areas because waste disposal is easier to manage, while densely populated areas carry a greater likelihood of disease spread, so good sanitary practice matters most there. Density changes the engineering. Where many households share a small area, on-site containment alone cannot work indefinitely; the system shifts to a sewer or a scheduled emptying service, so waste is transported out of the neighbourhood rather than stored inside it. The value chain introduced in section 1.1 is what makes the choice practical: capture, containment, emptying and transport, treatment, and safe disposal or reuse, each with its own workers and failure modes. Reuse is a real option, not a slogan: treated excreta and wastewater still contain nutrients, water, energy and organic matter that can be recovered as compost, biogas or irrigation water, provided treatment has reduced the pathogens. That is why the notes pair the value chain with the people who run it — the sanitation workers who clean, maintain, operate or empty the technology at any point along the chain. Their protective equipment, vaccination, working conditions and social standing decide whether the emptying and transport step actually happens, or whether it is quietly skipped. The diseases listed in the notes show what is at stake: diarrhoea, a leading cause of malnutrition and stunted growth in children, and ascariasis, cholera, hepatitis, polio, schistosomiasis and trachoma, all of which spread easily where sanitation is poor. Each has its own weak link — cholera follows water, trachoma follows flies and fingers, schistosomiasis follows contact with contaminated fresh water, and soil-transmitted worms follow faeces left on the ground — so a good programme asks which links in this particular setting are broken, and fixes those rather than buying a standard package.

Explore the diagram

Look at the whole drawing first. Then select one numbered part and connect it to the idea you just read.

Cleaning first, then the right level of kill — and the systems that carry waste away

On the left, the cleaning and processing ladder a contaminated item climbs: rinse under running water, wash with soap and warm water, rinse thoroughly, dry, then disinfect at the level its use requires, with the low-level, high-level and chemical-sterilant exposure times shown beneath it. On the right, the sanitation systems that take excreta from basic containment to the sanitation value chain.

New to diagrams? Read this first
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  2. Press Play, or use the arrows, to move through the numbered parts in order. The drawing stays still; only the highlight moves.
  3. Click a number, or its name in the list below, to read what that part is and why it matters. Use “Hide labels” when you want to test your memory.
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01 / 3Cleaning comes first

Cleaning first, then the right level of kill — and the systems that carry waste awayOn the left, the cleaning and processing ladder a contaminated item climbs: rinse under running water, wash with soap and warm water, rinse thoroughly, dry, then disinfect at the level its use requires, with the low-level, high-level and chemical-sterilant exposure times shown beneath it. On the right, the sanitation systems that take excreta from basic containment to the sanitation value chain.The cleaning and processing ladderClean first: soil hides germs and consumes the chemicalRinse under running waterRinse under running waterRemoves organic material:blood, pus, food residueSoap and warm waterwash the objectWash with soap and warm waterDetergent lifts oil and proteinsoil; friction removes itRinse thoroughlyRinse thoroughlyCarries away soil anddetergent residueDry the objectDry, then choose the levelThen disinfect or sterilizeby intended useAfterwards: brush, gloves and sink are contaminated.Wash and dry them according to policy.Low-leveldisinfectionabout 10 minutessurfaces, cuffsHigh-leveldisinfectionabout 20 minutesin 2% glutaraldehydeChemicalsterilization3 to 12 hoursto kill sporesSanitation: from basic systems to the value chainFit the system to density, water, soil, climate and moneyBasic sanitationAvoid contact with faeces; wash hands with soapOn-site containment: pit latrine or septic tankWorks best where population density is lowEmptying, transport and treatmentA service empties, hauls and treats the wasteNeeded where people are densely settledSanitation value chain / economyCapture, store, transport, treat, dispose or reuseSanitation workers clean, maintain, run or empty itNutrients, water and energy can be recoveredPoor sanitation spreads diseaseDiarrhoea, ascariasis, cholera, hepatitis, polio, schistosomiasis, trachoma

If the drawing is wider than this panel, scroll it sideways. Labels stay readable; the numbered explanations below show the same ideas.

Cleaning comes first

Cleaning removes foreign material — organic material such as blood, pus or food residue and inorganic material such as soil — with water and a detergent or enzymatic cleaner. Rinsing under running water, washing with soap and warm water, rinsing thoroughly and drying all happen before disinfection or sterilization, because soil hides organisms and consumes the chemical.

Schematic teaching diagram, not to scale. Exposure times are the broad figures given in the lecture notes for 2% glutaraldehyde and disinfectant classes; always follow the product label and local policy for the exact contact time.

Key points to remember

  • The practical methods are cleaning, disinfection, sterilization and laundry; decontamination is the goal they reach, and cleaning removes soil while the others kill at different levels.
  • The cleaning protocol: rinse under running water, wash with soap and warm water, rinse thoroughly, dry, then disinfect or sterilize.
  • After cleaning, the brush, gloves and sink are contaminated and must be washed and dried according to policy.
  • Low-level disinfection kills microbes in about 10 minutes; high-level disinfection with a product such as 2% glutaraldehyde may take about 20 minutes; spore killing needs 3 to 12 hours. The label and local policy give the exact contact time.
  • Sanitation systems run from basic containment to sewerage and treatment, chosen for the density and needs of the setting.
Go deeper

Worked example

Reprocessing one contaminated item, step by step. You are the nurse in charge of a small treatment room. A dressing trolley has been used on a wound that was draining pus. On the trolley: stainless-steel dressing forceps, a reusable plastic kidney dish, and a blood-pressure cuff that was not in contact with the wound. You must decide the sequence and the level of treatment for each item, and what happens to the equipment you use to clean them.

  1. Sort by intended use. The forceps entered the wound, so it must be sterile at the point of use; the kidney dish touched only intact skin and a plastic surface, so disinfection is enough; the cuff did not touch the patient’s wound at all, so a clean, low-level disinfected surface is acceptable.
  2. Wear gloves and an apron, and keep the sharps safe. Cleaning is wet work and the dirt you remove carries the patient’s blood and pus, so it is a step with its own risk of injury and infection.
  3. Clean first, always. Rinse each item under running water to remove organic material, wash it with soap and warm water, rinse thoroughly, and dry it. A concentrated disinfectant is wasted on a dirty surface.
  4. Then apply the right level. The kidney dish and the cuff get a low-level disinfection; the forceps is wrapped and autoclaved, because only sterilization reliably destroys spores. The forceps entered the wound, so it must be sterilized: if it were heat-sensitive, high-level disinfection would not be enough, and the only acceptable alternative would be validated chemical sterilization at a spore-killing exposure, such as 3 to 12 hours in 2% glutaraldehyde, following the manufacturer’s label and local policy.
  5. Finish with the equipment. The brush, the gloves and the sink are now contaminated: wash and dry them according to policy, discard single-use items as clinical waste, and perform hand hygiene even though you wore gloves.

One soiled trolley becomes three different treatments, because treatment follows use. Cleaning is common to all three; drying and hand hygiene close the loop; and the brush, gloves and sink are part of the job, not outside it.

Common misconception

The commonest beginner error is to believe that a disinfectant kills the microbes on any surface it touches, so a quick spray or wipe replaces washing. In reality organic material such as blood or pus binds the chemical and shields the organisms, and bacterial spores survive ordinary disinfection altogether. A dirty object cannot be disinfected; it can only be made to look wet.

Check your reasoning

Think of the last time you cleaned something at home or at work. Write down, honestly, the order in which you did the steps. Where would the microorganism still have been left alive?

Reveal an answer

Most people rinse first and then stop, or disinfect a visibly dirty surface, or dry the object with the same cloth that wiped the sink. Each of these leaves the job unfinished: rinsing alone leaves a film of organic material, a dirty surface consumes the disinfectant, and a contaminated cloth re-inoculates what was just cleaned. Comparing your order with the protocol — rinse, wash with soap and warm water, rinse thoroughly, dry, then disinfect or sterilize, and treat the brush, gloves and sink as contaminated — shows you exactly which step is the weak link in your own practice.

Where this comes from

  • BMS 118 Hygiene and Sanitation lecture notes (supplied) · “Methods and types of proper hygiene and sanitation”, lines 250–268: the five methods, the cleaning process, disinfection types and exposure times, and the types of sanitation
  • BMS 118 Hygiene and Sanitation lecture notes (supplied) · Clothing hygiene and laundry practice, lines 338–342; personal hygiene context, lines 269–276
  • WHO — Water, sanitation and hygiene (WASH) · standard infection-control and WASH practice — mechanical removal of soil by surfactants and friction, biofilm, the microbial resistance hierarchy, and the sanitation value chain as a service chain

Lesson progress is saved on this device for the current learner. Practice answers stay separate and are not stored.

About this course and its sources

Bilingual lessons organised from the supplied BMS 118 Hygiene and Sanitation lecture notes (Mme Vusheng Vera & Mr Nfor Clauvis). Diagrams are original educational schematics; sections that go beyond the supplied notes say so in their sources. Nursing and French-language review are pending.