Create or Import Samples

Sample Manager Help

Once you have created the Sample Type, you can create the samples themselves in several ways. Import an existing inventory spreadsheet, create the samples individually, or enter information in bulk (and then refine it). The Sample Type acts like a table and each individual sample of that type will be a row in the table.

For a tutorial walkthrough of adding samples to the system, see this topic: Tutorial: Add Samples

Note: Once you have added some samples, you can select one or more before clicking Create and then create new derivatives, pooled samples, or aliquots from them. Learn about these options in the topic: Aliquots, Derivatives, and Sample Pooling.

Choose Desired Sample Type and Import Method

To create new samples, you specify the type of sample you are creating. Most Create menus give you a Samples option where you can choose the type of sample to create by selecting Create > [Sample Type].

  • The most general method is to go to the home page dashboard and click Create Samples. (On narrow browser windows you may need to scroll down to find the Dashboard Insights panel.)

You will now be creating samples of that type and the creation interface will reflect your method.

Note that fields of type File are not included in either import method. Values must be individually added as described in this topic: Attach Images and Other Files.

Create Samples From Grid

Using the Create Samples From Grid tab gives you several options for entering sample information in the application directly, as opposed to uploading a file of data. You can manually enter values for the fields in a grid format, or use bulk insert and bulk update to streamline entry of similar values.

Learn more in this topic: Create Samples from Grid

Import Samples From File

The other method for entering samples, particularly useful for a large group or when sample information is available in a spreadsheet already, you can import them directly from a file.

Learn more in this topic: Import Samples from File

Work with New Samples

After creating samples, the banner message shows the number newly imported and offers the options to click to either add them to storage now or select them in the grid.

Create Derivatives, Pooled Samples and Aliquots

Once you have created the Samples you want to use as parents, you can also create new samples as derivatives, pooled samples, and aliquots. Learn more in these topics:

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