Sample Accessioning

The Sample Management screen allows for convenient sample accessioning. On this screen, add multiple samples to a single project or to multiple projects, and modify samples already added to the system.

There are two ways to access the Sample Management screen:

• The main menu bar, which allows for adding samples to one project or to multiple projects.
• The Project and Samples tab, which allows for adding samples to a project or modifying samples already added to a project.
1. On the main menu bar, hover over Projects and Samples tab and select Add Samples when the option displays.
2. In the Sample Management screen, select a project from the Project Name drop-down list. This selection autopopulates the fields in the Project Details area.
• Edit the project details if necessary.
• To upload files to the project, select Upload File.
3. In the Sample Details area, provide the following information:
a. Enter the name of the sample.
b. Choose a container from the drop-down list.
c. Enter the container name.
d. Complete any other applicable fields (mandatory fields are marked with an asterisk).

LIMS ID (Submitted Sample), Date Submitted, and LIMS ID (Container) fields are automatically populated after the sample is saved.

4. To upload sample files, select Upload File at the bottom of the Sample Details section.
5. To add another sample, select Sample +.

Add this sample to the same project or select a different project from the Project Name drop-down list.

6. Repeat steps 3 to 5 as required.
7. When all samples are added, select Submit Samples.

Clarity LIMS validates, saves the samples, and returns to the Project and Samples tab.

On the Project and Samples tab, the projects with recently added samples are automatically selected.

While adding samples, note the following details:

• To view a subset of samples, remove selected samples from view. For details, see Remove Samples from View.
• Copy values across to adjacent samples by selecting the arrows to the left of the fields. Clarity LIMS automatically populates the Well field.
• If editing well information, make those changes last (before submitting the samples). Changes to Container, Container Name, LIMS ID (Container), and Sample Name may reorder the well locations.
• Use the paging buttons to scroll pages of samples.

In this method, only add samples to the project selected. It is not possible to select a different project as described in the previous section of the documentation.

1. On the Project and Samples tab, select a project to add samples.
2. In the Submit Samples section, select Add Samples.
3. On the Sample Management screen, because the project has already been specified, the project details are automatically completed.
4. Follow steps 3 to 7 of the previous section to add the sample details.
1. On the Project and Samples tab, select a project to add samples.
2. In the samples list, select the submitted samples to modify (derived samples cannot be modified).
3. Select Modify Samples.
4. Modify the sample and project details as required (the Project Name or Container Name fields cannot be modified).

To avoid modifying or seeing all the samples selected, remove them from the view. See Remove Samples from View.

5. To save the changes, select Submit Samples.
6. Clarity LIMS validates the modifications, saves the samples, and returns to the Project and Samples tab.

On the Project and Samples tab, the projects containing the modified samples are automatically selected.

On the Sample Management screen, hovering over a sample displays a small Remove from view (X) button in the upper-right corner.

The effects of selecting this button differ depending on the circumstances.

Selecting the Remove button before submitting a sample discards all sample details entered. A prompt appears to confirm this action.

Selecting the Remove button after submitting a sample removes the sample from the Sample Management screen. The sample is only hidden from this view. It is not removed from the system.

This is useful in the following circumstances:

• Adding numerous samples and only wanting to see a subset.
• Copying values across to nonadjacent samples

Selecting the Remove button when modifying samples removes the sample from the Sample Management screen. The sample is only hidden from this view. It does not remove the sample from the system.

This is useful in the following circumstances:

• Multiple samples are selected on the Project Management screen, but not all of those selected needs to be seen or modified on the Sample Management screen.
• Copying values across to nonadjacent samples.