This topic is under construction for the 21.10 (October 2021) release of Sample Manager. For the previous version of this documentation, click here.

This topic covers the administration and management of Sources you have defined.

View all Source Types

The top level menu lists the name of source types that are defined in the system. Click Source Types to see the full listing:

As with sample types and assay designs, you can select among different views of the source types: grid, card, and heatmap.

You'll see the name and description of each source type, as well as the number of sources that have been created.

From the Grid Views menu on the right, you can also select a "NameOnly" grid view which will hide the creation, modification, and number of sources information.

Manage a Source Type

Click the name of a source to manage details of that particular source. You can use the grid view or the top menu to switch which source page you are viewing. Use the three bar menu to select:

  • Edit Source Type Design: Reopen the source type creation wizard to change details or fields. Note that you cannot change the name of a source type.
  • Delete Source Type: Delete this type of source completely. This will delete the type, all sources of this type, and all dependencies. Deletion cannot be undone.
  • View Audit History: See the history of actions on this source type.

Manage a Single Source

Click the Source ID to see details for a particular source.

  • In the top panel you will see all the Samples generated from this specific source of any type.
  • Below, a panel lists all the details and offers authorized users an edit link.
  • Tabs along the top row let you click for all the Lineage, Samples, Assays, and Jobs that involve this source.

You can also create new samples associated with this source directly from the overview tab by selecting > Create Samples. To associate existing samples with this source, see this topic: Associate Samples with Sources.

View Lineage, Samples, Assays, and Jobs

Use the Overview, Lineage, Samples, Assays, and Jobs tab for a source (circled above) to see the other information associated with this particular source.

Lineage: See the lineage of samples associated with this source. Learn more about browsing lineage graphs and grids here.

Samples: This tab lists the direct children, grandchildren, and further descendants from this source, including any aliquots. Learn more below.

Assays: On the Assay tab, the data you see is what has been uploaded for any samples associated with this source, not for the source itself.

Jobs: See workflow jobs associated with samples from this source.

Samples Created from this Source

On the Samples tab for a given source, you will see all samples (up to a maximum of 5 generations) associated with this source, including any aliquots of those samples. Samples of different types are shown on separate tabs, such as "DNA" and "Blood" shown below.

Use the menu on the right to show "All Samples, Samples Only, Aliquots Only" in the grid.

From this listing, the following menus and actions are available:

Edit Sources

Edit Single Source

You can edit the details of a single source by clicking the Source ID and clicking the edit icon.

Edit Multiple Sources

You can bulk edit several sources at once by selecting them in the source type view and selecting either:

  • Manage > Edit Selected Sources in Grid: Edit values directly in a grid.
  • Manage > Edit Selected Sources in Bulk: Assign the same value to one or more fields in the batch of selected rows.

Delete Sources

A Source cannot be deleted if it has descendants, i.e. any samples associated with it (or derived from it). Deleting a source cannot be undone.

Delete a Single Source

You can delete a single source from it's details page by selecting > Delete Source. If the source has descendants, this menu option will not be activated, as shown below.

Delete Multiple Sources

Multiple sources that do not have descendants can be deleted directly from the source type page by selecting the desired sources and selecting Manage > Delete Sources.

If the group of selected sources includes any that cannot be deleted, you will see a popup message clarifying that only sources without associated samples can be deleted. If some sources can be deleted, you have the option to complete the partial deletion. Deletion of sources cannot be undone.

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