Once you have configured at least one storage system with some terminal storage units
, you can assign samples to the virtual location corresponding to their physical location. Any protocol about where to place samples of different types can be accommodated in this system.
To add samples to storage, the user must have been granted the Storage Editor
role or be an administrator. This topic assumes the user has this role.
Start from the Storage System
Start from a List or Grid of Samples
Start from the Storage System
Find Available Space
Start from the Storage List
on the application home page, or the Storage dashboard. You'll see a summary of storage and how many spaces are available for samples in each to guide you.
Click the name of the storage to open the details page.
- Here you'll see the top level of the storage hierarchy you defined. A note of the number of free spaces in each section is provided to assist you.
- Click the to expand the nested hierarchy.
- Each level will summarize space available and in the case of terminal storage, will show the specific storage unit name (i.e. bag size or box dimension).
- Click any level to see more details in the panel on the right.
Continue to use the
to expand until you find enough capacity in terminal storage units where your samples can be stored.
Click any location in the left panel to show it's summary information on the right. You can only store samples in "terminal" storage locations: bags, boxes, canes, plates, and tube racks.
- Click Go to Storage View to open it.
- You can also click the location name in the 'breadcrumb' trail along the top of the panel.
You are now on the Storage View
tab for this storage, open to the location you selected.
Select Space to Fill
There are two categories of terminal storage units to which you can add samples.
- 1. Bags and Canes use a simple numbering scheme for positions.
- For bags and canes, you don't need to do anything except click Add Samples to activate the sample panel on the right.
- 2. Boxes, Plates, and Tube Racks have a 2D layout of row and column positions (aka cells, spaces, wells, etc.) within the unit. You have two choices here:
- Click cells or drag within the layout to select a range of positions, as shown below, then click Add Samples. The selected positions will be eligible for placing samples, provided they are not already occupied.
- OR, click Add Samples without making any selection. All available positions will be eligible for placing samples.
A popup modal will help you add the samples.
For a box, plate, or tube rack
, the left side of the panel shows the storage layout, with any selection you made. The right side of the popup offers both a grid entry option
and a way to search for samples
For a bag or cane
, there is no layout preview, but a single panel for the grid entry option
or searching for samples
Position Already Occupied
If you select a range of cells and one (or more) are already occupied by samples, when you click Add Samples
, you will see only the unoccupied positions in the grid.
Identify Samples to Store
Edit Location Properties
On the Edit Location Properties
tab, you can paste into the grid from a spreadsheet or by typing directly into the grid:
Values added to the Sample ID
column must already exist in the system. If you start typing you will see a narrowing list of available samples. Note that this means if you received a new set of samples, you must first add them to a Sample Type before you can assign them to locations using this interface.
Search for Samples
Click the Search for Samples
tab to get more assistance with finding specific samples.
First, select the desired Sample Type from the dropdown.
Once a Sample Type has been selected, you can:
See below for how to Assign Positions
once you've identified the samples you want to store.
Click More Filters
on the Search for Samples
tab to select on or more of the filter options:
- From Source: Select a specific source to see samples derived from it.
- From Parent: Select a sample to show all its child samples.
- Created By: Find samples added by a specific user.
- From/To: Find samples created in a specified date range.
- Click Show Results to see the samples that match your filters.
- Use checkboxes to select the samples of interest, then click Assign Positions, or return for More Filters.
- Once some filters are applied, you'll be able to click Clear all filters to clear them.
- Use Back to Grid to return to the previous set of selected samples.
Once you've filtered to find the samples you want, use checkboxes to select the ones you will be adding to this storage unit.
- Note: If you select more samples than there are spaces available, you will see an error message telling you to reduce the number of selected samples before proceeding.
Click Assign Positions
The selected samples are shown in a numbered position-assignment table on the right. You can directly edit the grid to provide:
Bag or cane:
Box, plate, or tube rack:
- In the case of a bag, the numbered position is not meaningful.
- For a cane, it could be numbered from top to bottom (or bottom to top) as your convention dictates.
- For boxes, plates, and tube racks, the "Position" column shows row/column position numbers corresponding to the layout on the left. Learn about choosing the Fill Direction below.
- Sample ID: the selected samples are listed, but you can add more rows directly. Sample IDs must already exist in the system.
- Amount: Volume
- Units: Units for that volume (mL, mg, etc.)
- Freeze/Thaw Count: The default is zero. If you know the sample has been thawed and frozen before, you can edit this value.
Choose Fill Direction
The samples will be placed in the first available layout positions, by default using left to right, then top to bottom sequencing. If you want to use first top down and then left to right positioning, use the Fill Direction
You can further adjust these assignments by using copy/paste to move the rows in the assignment grid to other available position in the layout.
Add to Storage
Click Add to [Storage Type]
to complete the position assignments.
After assignment is complete, you will see the Storage View
for the location.
- The newly added samples will be selected in the grid.
- In the case of a box, plate, or tube rack, the cells containing the newly placed samples will also be highlighted.
Start from a List or Grid of Samples
Instead of starting from the Storage, as described above, you can add Samples to storage starting from the sample grid, either while viewing the Sample Type as a whole, or starting from a curated picklist
or Sample Finder search results
Select Samples to Store
Open the grid of Samples of interest. Either select the Sample Type
from the main menu, or choose Picklists
from the user menu and click the name of the picklist you want. On the grid, identify the Samples you want to store. Only Samples with a Storage Status
of "Not in storage" can be added, so applying this as a filter can be helpful.
Use checkboxes to select the Samples, then select Storage > Add to storage
above the grid. On narrower browsers, this option will be on the More >
If you are viewing details for an individual sample, you can also click Add to Storage
from the Storage Location
Find Storage Location(s) for Samples
In the Assign Samples to Storage
popup, you will see storage systems with available storage space. The number of spaces available at each level will help you see easily where there is room for your new samples.
icons to expand the hierarchy of the storage of your choice, seeing available spaces at each level. You'll see unit names, as well as the type/size of terminal storage units to assist you. When you find the desired terminal storage unit, click Select
. For boxes and plates, you'll see a Preview
on the right, highlighting the locations preselected for your new samples.
link will switch to Clear
, in case you change your mind at this point and want to select another location.
Once you have selected a storage location with enough space for all selected samples, you can now click Next
to go to the same interface for assigning locations to your selected samples as if you had started from the storage system to store them
- Populate the grid with storage properties.
- For boxes, plates, and tube racks, the samples will default to the first available slots in the structured layout.
- Move the rows to other grid positions to change where in the unit you will store them.
- Click Add to [Storage Type] to complete the position assignments.
Store Samples in Multiple Locations Simultaneously
When you're storing more samples than can fit in one terminal storage unit, you'll be able to select multiple storage locations in the "Add Samples to Storage" modal. For example, if you have a rack of many 10x10 boxes and want to continue filling them in sequence with arbitrary numbers of samples to store in each batch, you might have a situation where there are 6 spaces left in a box. Rather than having to first pick 6 samples for that box, then the remaining samples for another box, you can select all your samples and choose multiple locations. You can even choose storage locations across different storage systems if desired.
Samples are added to storage in the order they appear in the grid.
As you find storage locations for your selected samples
, clicking Select
, you'll see a tally of the number of samples you still need to find spaces for before you can click Next
. The Select
button will change to Clear
once you've clicked it in case you change your mind. In this example, we have 9, so only 3 more for the next box, but you could have hundreds and fill as many boxes as needed.
On the next panel, you can edit the Stored Amount, Units, and Freeze/Thaw Count
for the samples you are storing. You start on the Edit in Bulk
tab; only enable the fields where you want the same value assigned to every sample and provide that value.
You can also switch to Edit Individually
where you can edit these values in a grid.
When finished, click Add to Storage
. The samples will be added directly to storage in the locations you selected. You will not see the same location assignment interface as when using a single destination storage unit and cannot further adjust positions at this point. After the action, you'll see a banner with the number added and a clickable link letting you View their storage locations here