This topic describes how to edit the details and lineage for multiple samples either in a grid or with bulk setting of chosen fields.

To edit selected samples, select them on a grid or picklist using the checkboxes. If you are viewing a grid that contains samples of several types, you will first need to switch to the tab for the specific sample type before you can edit properties. Once you've selected the samples to edit, use the Edit menu to select one of the options:

• Edit in Grid
• Sample Data
• Storage Details (Requires the Storage Editor role)
• Lineage Details
• Edit in Bulk
• Edit Sources
• Edit Parents
• Edit Sample Name

Edit in Grid

When using the grid editor, there are three tabs available with grids of details.

• The contents of any grid can be exported in CSV, TSV, or Excel format.
• Fields that cannot be edited are grayed out.
• Some fields offer a selection menu, indicated with a . Type ahead to narrow the choices and click or tab to select the highlighted value.
• Auto-fill text or number columns using the "cell-drag handle". Enter a first value (or values) and drag to populate more rows.
• Users can provide a Reason for Update if desired or required.
• Learn more about these and other options for editing data in grids in this topic:
• Editable Grids

• You cannot edit the sample ID or fields like generated Barcode values in the grid.
• If you have selected a mixed set of samples and aliquots, you will also see fields grayed out when they are not editable for both categories. For example, a field that is inherited by aliquots from the originating sample (i.e. only editable for samples) will not be editable here.

Storage Details: Storage Editors can edit the freeze/thaw count for any selected samples that are currently in storage.

Lineage Details: Edit the sources and parent samples for the selected samples.

• To edit or add a selection to an existing column, click the or start typing, you will see a dropdown of matching options to choose from.
• Note that lineage for aliquots cannot be changed after they are created. Rows for any selected aliquots will be grayed out here.

• To add a new parent or source association for these samples, click Add Parent or Add Source, select the desired type for the new association, then select values for the rows in the grid.

Edit in Bulk

Sample details can be edited in bulk. If any Aliquots are selected when you edit samples in bulk, only the aliquot-editable fields will be shown in the modal and available for bulk editing. To bulk edit sample fields that are not aliquot-editable, be sure to only select non-aliquot samples before selecting this option.

In the update panel, click the slider to enable the fields that you want to assign the same value for all the selected samples. Hovering over the will give you more detail about any field, such as for the Status field, you'll see a legend of available statuses. Shown below, the "Status" will be changed but the other fields will be left unchanged.

Click Edit with Grid to make further adjustments to details or storage information in the grid editor. Provide a Reason for Update if desired or required.

Click Update Samples when finished editing.

Edit Sources

When you Edit Sources for selected samples, any values provided will replace the existing sources of the chosen type(s) for the selected samples. Do not provide values for any source type that you want to remain unchanged for the selected samples.

In this action you will not see the current source values for the selected samples; use the grid editor to see those details as you edit.

• Select the Source Type 1 that you want to replace for the selected samples.
• Select the Source ID to assign to the selected samples.
• Note that if you leave this selection blank, it will remove any current values for that type of source.

To provide a new value for another type of source, click Add Source and repeat the selection process for Source Type 2.

Provide a Reason for Update if desired or required and click Update Sources when finished.

Edit Parents

When you Edit Parents for selected samples, any values provided will replace the existing parents of the chosen type(s) for the selected samples. Do not provide values for any parent type that you want to remain unchanged for the selected samples.

In this action you will not see the current parent values for the selected samples; use the grid editor to see those details as you edit.

• Select the Parent Type 1 that you want to replace for the selected samples.
• Select the Parent ID to assign to the selected samples.
• Note that if you leave this selection blank, it will remove any current values for that type of parent.
• To choose multiple parents of the same type, select one, then click elsewhere in the entry box to reopen the selection menu.

To provide a new value for another Parent Type, click Add Parent and repeat the selection process for Parent Type 2

Click Update Parents when finished.

Edit Sample Name

Note that you cannot edit the SampleID using any grid, bulk or file import method. To change the SampleID, you can edit the individual sample's Details. Keep in mind that sample names must remain unique.

Related Topics

• Update Samples via File Import
• Manage Samples
• Aliquots, Derivatives, and Sample Pooling
• Permission Roles
• Data Grid Basics