This topic is under construction for the 21.4 (April 2021) release of Sample Manager. For the previous version of this documentation, click here.

This topic covers the creation of Source Types that describe the kinds of entities from which your samples are derived. It also covers import of data to these types, i.e. creation of the individual Sources.

Creating and populating Source Types is very similar to the process used for sample types and samples, with the exception that sources do not have the option to include parent sources. If you would like a tutorial walkthrough of this process, complete the last step of the Tutorial.

Create Source Type

Describe the type of source. Within the system, you might have several different types of source from which samples are taken, such as biological sources like animals or cell lines and physical sources like labs or vendors.

From the main menu, select Source Types. When you create your first source type, there is a shortcut to Create a source type on the main menu. Any time, you can select Create > Source Type.

  • Enter a Name (Required) for this Source Type, shown here 'Creature'.
  • Enter an optional Description.
  • Like with samples, all individual sources must have a unique name. You can either:
    • Provide these with your data in a column named "SourceId" or
    • Ask the system to generate them using a Naming Pattern.
      • The default pattern is the word 'Source' followed by an incrementing number:
      • Either accept this default, specify another pattern, or delete it (and ignore the placeholder text) if you plan to supply source names.
  • As for sample types, define the Fields for this Source Type. You can Import or infer fields from file or manually define fields yourself. Details are found in the topic for creating fields in sample types.
    • Every Source Type includes built-in fields "SourceId", "Description", "Created/CreatedBy", and "Modified/ModifiedBy". You do not add these reserved fields and will not see them in the wizard. Find a full list of reserved and internal field names in this topic: Data Import Guidelines
    • If you infer from a file that contains the built-in fields, they will not be shown as they will always be created for you.
    • Note that you can create fields of the same data types as you can for sample types and assays, with the exception that you do not include fields of type "Sample". Associations of samples with sources are made from the sample definition to it's source, not the other way around.
  • Click Finish Creating Source Type when finished.

Source Naming Patterns

When you create a Source Type, you decide how unique names for all the sources will be generated. You can provide them yourself or have them automatically generated with a naming pattern, similar to how samples are named.

The default pattern is the word 'Source' followed by an incrementing number:

You can change the string in this default pattern to disambiguate the sources and make their types more clear to users; for example, a 'Creature' source could use the pattern "Creature-${genId}" and have names like "Creature-1, Creature-2, etc."

Create (or Import) Sources

Once you have created the Source Type, populate it with the individual sources. This process is very similar to the process of creating samples.

First, open the desired Source Type by clicking it's name on the main menu or Source Types page. Select Create > [Name of Source Type] to open the creation wizard.

Confirm that the correct Source Type is selected, or use the dropdown to change it. As for samples, you can Create Sources from Grid or Import Sources from File. Shown here we add 3 source 'creatures' directly in a grid.

Click Finish Creating # Sources when ready (the number will appear on the button).

You will see a banner message with the number of new sources created and the option to click to select them in the grid.

These sources are now available for associating with samples.

Merge of Sources During Import

By default, importing from a file will create new sources using the data in the file. If there is data for any existing Source IDs, the import will fail.

To merge sources, use the checkbox to Update data for existing sources during import.

When this box is checked, data for any Source IDs which have already been created within the system will be merged. Only the fields that are changing in the existing Source IDs need to be included in the upload. Data for new Source IDs will be used to create new IDs.

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