Create A New Sample Set

Before you create a new sample set, consider how you will provide unique ids for each sample. For options, see Samples: Unique IDs. Decide also where you want the sample set to be available. If you define it in a given folder, it will be available only in that folder. Defined in a project, you will be able to add samples to it from the project itself and all subfolders of that project. If you define it in the Shared project, it will be available site-wide.
  • Use Page Admin Mode to add a Sample Sets web part if you don't already have one.
  • In the Sample Sets web part, click (Create New Sample Set).
  • Enter:
    • Name: This is the name for the overall sample set. (Not to be confused with the Name column in a sample set, which has special meaning to the server. For details see Samples: Unique IDs.)
    • Name Expression: Provide a tokenized string that will uniquely identify the samples in the set. If you do not provide a name expression here, the sample set data will need to have a "Name" column that uniquely identifies the rows. Learn more about the options in this topic.
  • Click Create.
  • On the next page, you will add fields you need in addition to these automatically included fields (which you cannot change):
    • Name - Text (String) - (Required)
    • Description - Text (String)
    • Flag - Text (String)
  • Click Add Field to add additional fields you need.
  • Click Save when finished.
You will now see your sample set listed in the Sample Sets web part.    

Add an Individual Sample to an Existing Sample Set

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

Add More Samples to an Existing Sample Set

  • In the Sample Sets web part, click the name of the sample set.
  • Click Import More Samples (or use (Insert Data) > Import Bulk Data to reach the same input page).
On the Import Data page:
  • Click Download Template to download a template showing all the necessary columns for your sample set.
  • You have two upload options:
    • Either Copy/Paste data into the Data box shown by default, and select the appropriate Format: (TSV or CSV). The first row should contain column names.
    • OR
    • Click Upload file (.xlsx, .xls, .csv, .txt) to open the file selection panel, browse to your spreadsheet and open it.
  • For either option select the desired Import Option:
    • Insert: Insert only new samples; ignore samples already in the set.
    • Insert and Update: Insert new and update existing samples.
  • For either option, choose whether to Import Lookups by Alternate Key.
  • Click Submit.

Import Using the API

The following topic explains how to import Sample Set and DataClass data via the JavaScript API: Use the Registry API

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