Sample Types help you organize samples in your lab and allow you to add fields that help you describe attributes of those samples for easy tracking of data. Each individual Sample has a unique ID and is a member of one Sample Type. This topic assumes you are starting from an "empty" application and walks you through creating a "Tutorial Samples" type and populating it with a set of samples to use in the next steps.

Create a New Sample Type

Create the first Sample Type in the system by clicking the linked word here in the empty Dashboard Insights panel or by selecting Create a sample type from the main menu under Sample Types.

Once one or more Sample Types have been created on your server, you will click the Sample Types heading from the main menu, then click Create Sample Type.

Define Sample Type Properties

  • Enter the Name: "Tutorial Samples"
  • Replace the default contents of the Naming Pattern box with the following, so that samples of this type will be clearly identified as part of this tutorial:
    • You can now hover over the tooltip for the Naming Pattern field to confirm that the pattern has been validated and see an example name that might be generated.
    • Similarly you will see the default Aliquot Naming Pattern and can hover to see an example name. Do not change this default for the tutorial.
  • Click Add Parent Alias to tell the system the name of the column where we will include information about parent samples with our data.
    • Enter "ParentSample" as one word to match our spreadsheet.
    • Select "(Current Sample Type)"
  • If you also see a button for Add Source Alias you can ignore it for now.
  • Click the Label Color selector to choose a color to associate with samples of this type. Our images show orange, but you can select any color you like by clicking, entering a hex value, or individual RGB values.
  • Amount Display Units: Select "mL (milliliters)". Notice that a variety of built-in solid and liquid unit measurements are available, as well as "unit" for cases where each sample is tracked independent of amount.
  • Barcodes: Ignore this setting for this tutorial. Learn more about barcodes in this topic: Barcode Fields

Define Sample Fields

  • Click the Fields section to open it.
  • You'll see Default System Fields that are automatically included in every Sample Type.
  • Click the to collapse this section for the tutorial.

The Custom Fields section lets you either import or infer fields from file.

  • For this tutorial, click Manually Define Fields.
  • In the field editor:
    • For this tutorial, disregard the blue banner about adding a Unique ID field for barcodes.
    • Enter the name "Provider" and leave the default type "Text" selected.
    • Click Add Field to add another row, enter then name "Concentration" and select "Decimal (floating point)" as the data type.
  • Click Finish Creating Sample Type.

You will now see the details page for this new Sample Type and are ready to create your first samples in the system.

Import Samples from File

Once you have defined the Sample Type for your samples, you can import them by typing directly into a grid, bulk entering values, or by importing a spreadsheet of sample information, as used in this tutorial.

  • Download this spreadsheet to use:
  • The "Tutorial Samples" Sample Type is now available on the main menu. Click to open it.
  • Click Add, then choose Import from File.
  • You'll see the Sample Type selection of Tutorial Samples sample only. Disregard for now the Storage Options, as we have not created any storage and do not include any storage details in our file.
  • Drag and drop the "TutorialSamples.xlsx" file into the target area.
  • You will see a preview of the data file as it will populate rows in the type. A unique "Sample ID" will be generated for each line based on the naming pattern provided.
  • Click Import.
  • When complete, you will see the samples listed.
    • The generated Sample IDs for each row may vary if other samples have already been created on your system.
    • There are a number of additional built-in columns created for you, including but not shown below, the creation date and user.

Learn more about importing samples from a file in this topic: Import Samples from File

Other Ways to Import and Create Samples

You can also add samples manually, in a grid or using bulk insert methods. Learn more in this topic:

View Sample Details

You can view details about your samples by clicking the Sample ID. For example, scroll down and click Tutorial-018.

On the details page, you have several tabs with information:

  • Overview: basic details including the values of all sample properties and fields as well as the storage location (if any)
  • Lineage: parentage and source information (Tutorial-018 has both parent and child sample linkages provided in our example file)
  • Aliquots: any aliquots created from this sample
  • Assays: all data about this sample
  • Jobs: all jobs that involve this sample
  • Timeline: a history of events for this sample (so far only registration has occurred)
Browse the information on these tabs before continuing to the next tutorial step.

Related Topics

Start Over | Next Step (2 of 5)

Was this content helpful?

Log in or register an account to provide feedback

expand allcollapse all