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

• View All Source Types
• Manage a Source Type
• Source Type Details
• Manage a Single Source
• View Lineage, Samples, Assays, and Jobs
• Samples Created from this Source
• Edit Sources
• Edit a Single Source
• Edit Multiple Sources
• Update from File
• Edit Lineage
• Delete Sources
• Delete a Single Source
• Delete Multiple Sources
• Move Sources (Premium Feature)

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:

You'll see the name and description of each source type, as well as the number of sources that have been created. Click to download a Template for any source type to make importing data from a file easier.

Manage a Source Type

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

• Edit Source Type Design: Reopen the source type creation wizard to change details or fields. Note that you changes to the design of the source type will not be 'propagated' to change the name of any existing sources.
• Edit Identifying Fields: Add or edit additional fields to be shown to users selecting sources from dropdowns.
• 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. You can enter the Reason for Deleting if required or desired.
• View Audit History: See the history of actions on this source type.

The grid of Sources of this type is shown below. Filter sort and use the available menus to:

• Add new sources of this type.
• Edit or delete one or more sources, or update from file.
• Derive: Create new samples or sources using any selected source row(s) as parent(s).
• Reports: Select one or more sources, then choose Find Derivatives in Sample Finder to open the Sample Finder showing all the samples created from any selected source(s). Any filters on the grid are also included in the Sample Finder.

Source Type Details

Hover over the Details link to see the naming pattern and any aliases defined for 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.
• Below, a panel lists all the details and offers authorized users an edit link.
• If this Source is referenced in any Notebooks, you'll see links to them here.
• In the Source Parent Details you'll see, and can edit, any lineage this source has, i.e. parent sources of the same or other type(s).
• 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 or sources from this source directly from the overview tab by selecting Manage > Create Samples (or Create Sources). 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 tabs for a source to see the other information associated with this particular source.

Lineage: See the lineage of both parent sources (if any) and derived/child 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.

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. The All Samples tab shows samples of every type, with properties common to any sample, like storage information and status. Samples of each individual type can also be viewed on a separate tab, with the properties specific to that type.

When viewing the tab containing samples of all types, many sample grid menus and actions are available. When viewing samples on a sample-type specific tab, additional menus for editing and deriving new samples are available.

• Create Samples:
• Select the Sample Type you want to create, then the number of new samples per parent.
• Menu sections for Assay/Picklist/Jobs/Storage/Reports:
• See details here

Edit Sources

Edit Single Source

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

Users can provide a Reason for Update if desired or required before clicking Save.

Edit Multiple Sources

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

• Edit > Edit in Grid: Edit values directly in a grid. Learn more about the grid editor here.
• Edit > Edit in Bulk: Assign the same value to one or more fields in the batch of selected rows. Learn more about the bulk editor here.

Users can provide a Reason for Update if desired or required before clicking Finish Updating ## Sources.

Update from File

• Only update existing sources (update)
• Create new sources too (merge)

Users can provide a Reason for Update if desired or required before clicking Import.

Edit Lineage

You can edit the parents of sources using Edit > Edit Lineage. In the grid, you'll see existing source parents and be able to edit or add more as needed.

Delete Sources

A Source cannot be deleted if it has descendants, i.e. any samples associated with it (or derived from it). You also cannot delete a source that is referenced from an Electronic Lab Notebook. Deleting a source cannot be undone.

Delete a Single Source

You can delete a single source from it's details page by selecting Manage > Delete Source.

• In the popup, enter the Reason for Deleting if required or desired.
• Confirm the deletion by clicking Yes, Delete.

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 Edit > Delete. Enter the Reason for Deleting if required or desired, then click Yes, Delete to confirm.

If the group of selected sources includes any that cannot be deleted, you will see a popup message indicating possible reason(s). If some sources can be deleted, you have the option to complete the partial deletion.

Deletion of sources cannot be undone.

Move Sources (Premium Feature)

When using the Professional Edition of Sample Manager (or any edition of LabKey Biologics LIMS), users with the appropriate permissions will be able to move eligible Sources (including Registry Sources) between Folders.

Learn more in this topic:

• Move Sources Between Folders

Related Topics

• Create Sources
• Associate Samples with Sources
• Sources