This topic covers adding samples to a Sample Type that has already been created by an administrator. Editing samples can also be accomplished using the merge option during import.

Add an Individual Sample

  • When viewing the grid of a sample type, select (Insert Data) > Insert New Row from the grid menu.
  • Enter the properties of the new sample.
  • Click Submit.

Import Bulk Sample Data

  • In the Sample Types web part, click the name of the sample type.
  • Click Import More Samples or Click (Insert Data) > Import Bulk Data to reach the same input page.

On the Import Data page:
  • Download Template: This button downloads a file template showing necessary and optional columns (fields) for your sample type.
  • Choose either Upload file or Copy/paste text.

Upload File

Upload file (.xlsx, .xls, .csv, .txt): Open this panel to upload a data file from your local machine.
  • File to Import: Opens a file selection panel, browse to your data file and submit it.
  • Import Lookups by Alternate Key: When importing lookups, you can check this box to use a key other than the primary key.
  • Click Submit.

Copy/Paste Text

Copy/paste text: Open this panel to directly copy/paste the data into a text box.
  • Import Options: Update data for existing samples during import is available using the checkbox.
  • Data: Paste the data. The first row should contain column names (which are mapped to field names).
  • Select the appropriate Format for the pasted data:
    • Tab-separated text (TSV) or
    • Comma-separated text (CSV)
  • Import Lookups by Alternate Key: When importing lookups, you can check this box to use a key other than the primary key.
  • Click Submit.

Update Data for Existing Samples During Import

Under Import Options during either file or copy/paste import, you can enable a merge of new data with existing data by checking the box for Update data for existing samples during import.

  • If unchecked: (Default)
    • The import process will insert new rows based on the data/file provided.
    • The operation will fail if there are existing row identifiers that match those being imported.
  • If checked:
    • Data will be updated for existing row identifiers, and new rows will be created for any that do not match.
    • For rows being updated, each column in the import file (or pasted data) will be checked. If the import contains a value, the existing field in the row will be updated. If there is a column in the imported data with no value, the value in the existing row will be deleted.
Use this update option to update lineage of samples, including parent information, inputs, sources, etc.
  • Change parent information: By including revised parent information in a merge import, you can change any existing parent sample relationships.
  • Delete parents/sources: Deleting the parents of a sample is accomplished by importing the sample data with parent columns empty and choosing the update option.
  • Note that if a sample has more than one type of parent (either data classes or other samples), changing or deleting parents of one type will not change the relationships to other types of parents not specified in the merged data.

Import Using the API

Learn how to import Sample Type and DataClass data via the JavaScript API in this topic: Use the Registry API

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