Link Sample Data to Study

Documentation
This topic is under construction for the 21.11 (November 2021) release of LabKey Server. For current documentation of this feature, click here.

Sample data can be integrated into a LabKey Study, aligning by participant and point in time. This is accomplished by linking the Sample data to the study, similar to how assay data can be linked to a study. Once connected, users can search for samples based on study subject details.

Alignment Fields in Sample Type

In order to align with study data, your Sample data needs the concepts of participant and time. These are provided in fields of the following types. You can either provide values at the time of linking to study, or add fields of these types to your Sample Type:

In order to use automatic link to study upon import, you must use these types and name the respective fields "ParticipantID" and either "VisitID" for a visit-based study target or "Date" for a date-based study. Deviating from these expected field names, such as using "VisitID1", or using a "Date" field of type "DateTime" will prevent the automatic link from occurring.

Link Samples to Study

View your grid of Samples. Select the rows to link, then click Link to Study.

  • Choose target study and click Next.
    • You can also specify a category for the linked dataset if desired. By default the new dataset will be in the "Uncategorized" category and can be manually reassigned later.

On the Verify Results page, provide ParticipantID and VisitID (or VisitDate) if they are not already provided in your data:

Click Link to Study.

Access Related Study Data

When the linking is complete, you will see the linked dataset in the study you specified. It looks very similar to the sample grid, but is a dataset in the study.

Click a Participant ID to see more about that participant.

Unless you specified a category during linking this new linked dataset will appear as "Uncategorized" on the Clinical and Assay Data tab and will be named for the Sample Type. Click the name to reopen the grid.

Using grid view customization, you can add fields from other datasets in the study to get a full picture of the context for your sample data. For example, here we see sample barcodes alongside demographic information and CD4 levels recorded for the participant at that visit where that sample was drawn.

In the linked dataset, you can also select one or more rows and click Recall to undo the linkage from here. This will not delete the source data from the sample type; it will undo the linkage so that row no longer appears in the study. Learn more in this topic: Recall Linked Data

Automatic Link-to-Study Upon Import

When you always plan to link samples to the same study, you can automate the manual process by building it directly into the Sample Type. When new samples are created, they will then automatically link to the target study using Participant and VisitID/VisitDate information described. Similar to configuring this in assays, you can set this field during Sample Type creation, or edit later.

Be sure to name the integration fields as follows in your Sample Type:

  • ParticipantID (type "Subject/Participant)
  • VisitID (type "Visit ID"): For linking to visit-based studies.
  • Date (type "Visit Date"): For linking to time-based studies. Note that a "DateTime" field will not work.

Shared Sample Types: Auto Link with Flexible Study Target

If your Sample Type design is defined at the project level or in the Shared project, it could potentially be used in many folders on your site.

  • You can set a single auto-link study destination as described above if all users of this sample type will consolidate linked data in a single study folder.
  • You may wish to configure it to always link data to a study, but not necessarily always to the same destination study. For this situation, choose the folder option "(Data import folder)". This will configure this Sample Type to auto link imported data to the study in the same folder where the data is imported.

Samples of this type imported throughout the scope where it is defined will now attempt to link to a study in the same folder.

  • In a study folder, imported sample data will automatically be linked to that study.
  • In a folder that is not a study, the sample import will still succeed, but an error message about the inability to link to the study that doesn't exist will be logged.

View Link to Study History

From the study dataset, click View Source Sample Type to return to the original Sample Type you linked. Click Link to Study History to see the history.

Learn more about managing linking history in this topic: Link-To-Study History

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