This topic describes how to find samples in bulk using properties of their parents
, or in the Professional Edition, based on related assay results
. The Sample Finder helps you build a set of criteria to find samples of interest across all the Sample Types in your system. For example, you might want to find all samples of different types from a specific source or lab, or see if you have enough samples in the system from male, BALB/c mice to perform a given experiment.
The criteria you define will persist for the next time you visit the Sample Finder making it easy to focus on what you need regularly. You can also save your search criteria by name to keep track of common searches.
If instead you want to search for samples in bulk by barcode or sample ID, follow the instructions in this topic: Sample Search
Open the Sample Finder
To open the Sample Finder, select it from the search menu anywhere in the application. You can also click Go to Sample Finder
from the main dashboard.
Find Derivatives in Sample Finder
You can prepopulate the Sample Finder with a starting search filter by selecting a set of samples or sources and selecting Reports > Find Derivatives in Sample Finder
. On some grids, this option will be under the More
menu. For example, to find all the samples created from any "Mouse" source, select all rows on the Source page for Mice. When you select Find Derivatives in Sample Finder
, you'll jump to the sample finder with all sample "children" from your selections
where you can add more search criteria.
In this video, learn more about using the Sample Finder to create reports:
When you open the Sample Finder without preselecting samples, you'll see the tile dashboard:
Click to find samples by:
- Source Properties
- Parent Properties
- Assay Properties (Professional Edition Feature)
Click a tile to add a new sample filter based on that category of criteria.
In the popup, choose the specific type (of source, parent, or assay), and field on which you want to filter. You can filter some fields by values
and any field using filtering expressions
Click Find Samples
to add your filter.
For some fields with a limited set of value options, you can use a checkbox interface to select one or more values to include. For example, to choose only samples with a Blood
parent where the Project
is either A or W:
Filter with Expressions
You can also use the Filter
tab to specify a filtering expression and enter a value. If desired, you can add a second filter to this column to indicate a range or other combination of expressions that will be AND-ed together.
If your first filtering expression fully constrains the result (such as an "Equals" filter) you will not have the option to add a second expression.
Once you've defined any sample finding criteria, you can use the Source Properties and Parent Properties
buttons in the upper right to add more filters on other columns.
Each parent or source type will have a tile, listing the active filters on columns in that type.
You can use the
for any tile to edit the criteria it will use to find samples. For example, you could add additional filters on other fields of a parent or source filter you already created.
To add search criteria for another type of source or parent, start from the Source/Parent Properties
- Each type will have a separate "tile" showing filters applied. When a filter includes "does not equal", you will see the values with strikethrough styling.
- To set a filter to simply require that the sample have any parent of a given type, use "SampleID is not blank" for that filter.
As the set of criteria tiles grows, you can scroll to see them all above the results. You can save your current search criteria at any time for later reuse
To delete all criteria associated with a given source or parent, click the
for that tile.
As you build your set of criteria, you will see the results grid below the tiles. There is a tab for All Samples
as well as individual tabs for all defined sample types. Each shows the count of samples of that type that were found using your criteria.
The data grid will show the parent and source columns included in your criteria, as well as common properties of the samples themselves, such as status and creation date. You can use these results to refine the sample finder criteria tiles. When ready, you can save your current search criteria
so that you can apply them later. If you want to save a given result set of samples, use a picklist
Learn about options for actions, filtering, searching, and sorting sample grids in this topic:
Actions available on the Sample Finder results vary based on user permissions, but include actions available on other kinds of sample grids for the same user, such as:
- Creating new derivatives or aliquots (only available on the tab for a specific sample type)
- Importing assay data
- Adding to picklists or workflow jobs
- Storage Editors can manage storage status, including checking out the found samples
To save a Sample Finder search, click the Saved Searches
menu, then choose Save as custom search
Give your search a name, then click Save
. This name will be used to retrieve this set of criteria later, and perform a new search using them, possibly finding a different set of samples depending on how your data has changed over time.
You'll now see the name of your custom search as the name of the Saved Search
- Most Recent Search:
- The date and time of your most recent search is shown; click to open it.
- Saved Searches:
- You'll see a list of any named saved searches here. If none exist "No Saved Search" will be shown.
- Manage saved searches
- Save as custom search
Save Search Button
Switching to a previous search result (such as "Searched 2022-06-21 10:27" in the above) will add a Save Search
button to the header.
If you make changes to an existing saved search, you'll be able to use the Save Search
dropdown menu to select either:
- Save this search using the existing name
- Save as a new search
Manage Saved Searches
When you click Manage Saved Searches
you can edit the name of other searches, or delete them. You cannot edit (or delete) the currently active search; it is shown with a lock icon.