1. Core LIMS Training: Entering Experimental Data – Simple Data Entry

2. Topics »Simple Data Entry »Experiment Data Workflows »Creating Experiments »Attached Files to Protocols »Adding Samples or Containers to Experiments »Adding Data Manually Through the Interface »Uploading Data Through Spreadsheets »Validating Data »Attaching Files to Experiments »Adding Comments to Experiments »Publishing »Unpublishing CONFIDENTIAL

3. Experiment Data Workflows »Let’s look at some of the ways that you can enter simple experimental data CONFIDENTIAL Create Experiment (associate assay and protocol) File Upload Associate Samples Validate to Edit Data (optional) Attach Files or Comments (optional) Publish Associate Containers Validate to Manually Add Data Template Download

4. Creating Experiments »Before we are able to define what we are testing or enter data, we must first create experiments »Navigate to the part of your application where Experiments can be created »Select the experiment to create »Click on Create CONFIDENTIAL Create Experiment (associate assay and protocol)

5. Creating Experiments »Name – Typically left blank and auto generated »Projects – Mandatory - Select from List or default to General »Protocol – Mandatory - Select if Dropdown »Assay – Mandatory - Select if Dropdown CONFIDENTIAL

6. Experiment Details »This brings you to the Experiment Details Page »Experiment STA1 has been created CONFIDENTIAL

7. Experiment Details »Details Page contains links to Assay and Protocol pages CONFIDENTIAL

8. Attached Files to Protocols »From the Protocol page you could access files (if any are attached) to assist in processing the experiment »Files can be opened and accessed to assist with Data Entry »SOP’s, recipes, pictures, images CONFIDENTIAL

9. Experiment Details »From Details Page Assay and Protocol areas contract and expand CONFIDENTIAL

10. Experiment Details »Actions Section: The Available Actions to perform on an Experiment CONFIDENTIAL

11. Adding Samples to Experiments »Samples link »Way to add or view sample lots to be tested (currently no samples yet) »Can be used as a Read Only view of the experiment »Displays Data to be collected ( Ex. Clearance, Half Life) CONFIDENTIAL Associate Samples

12. Adding Samples to Experiments »Add the Sample # and Lot # OR »Add the Lot Barcode »Click Add New Samples button CONFIDENTIAL

13. Adding Containers to Experiments »Containers link »Way to add or view containers (currently no containers yet) »Sample lots within those container are added automatically »Provides more detailed information if lots are stored in multiple containers CONFIDENTIAL Associate Containers

14. Adding Containers to Experiments »Add Container barcodes on the right »Click on Update Containers button »Table on left with current containers will be populated CONFIDENTIAL

15. Read Only View »Samples link will show us all samples that have been entered from either method in Read Only mode »Click Validate link to enter data CONFIDENTIAL

16. Adding Data Manually »Enter data »Click on Update Values to save data to the database CONFIDENTIAL Validate to Manually Add Data

17. Uploading Spreadsheet Data »From the Experiment Details Page click on Template Download »Core LIMS automatically creates an.XLS file with the appropriate columns »Data can be copied into the appropriate cells and saved as an.XLS file CONFIDENTIAL Template Download

18. Uploading Spreadsheet Data »From the Experiment Details Page click on File Upload »Select the Experiment Result File as the File Type »Select the.XLS file created prior CONFIDENTIAL File Upload

19. Uploading Spreadsheet Data »Data will be uploaded »Use the Samples link for a Read Only view to verify »OR use the Validate link to edit any data »Spreadsheet is automatically attached to the experiment CONFIDENTIAL

20. Validating Data »Unpublished data can be still be changed via the Validate button »Besides editing values, validation lets you reject rows CONFIDENTIAL Validate to Edit Data (optional)

21. Uploading Spreadsheet Data 2 »From the Experiment Details Page click on File Upload »Select the Experiment Result File as the File Type »But instead… CONFIDENTIAL File Upload

22. Uploading Spreadsheet Data 2 »Create your own spreadsheet from one of the templates listed on the page and upload that sheet directly CONFIDENTIAL File Upload

23. Attaching Documents to Experiments »Any files that were used to upload data will be automatically attached »Users may want to attach additional supporting data as documents to experiments »Attach files via the Files link on the Action toolbar »Core LIMS will ask for the location of the file and attach the file for you CONFIDENTIAL

24. Adding Comments to Experiments »Users may want to add a generic comment that might be relevant to the whole experiment. »An observation about a piece of equipment »Comments are not available for reporting CONFIDENTIAL

25. What is Publishing? »While you are entering data, the experiment is unpublished »Data is stored in the database »Data can still be modified »Data is not available for reporting »Data cannot be used in calculations »Data is not searchable »Publishing an experiment will: »Remove the ability to further modify the data (unless an administrator unpublishes it) »Make the data available for queries and reports »May fire some triggers »May move compounds into new queues or trigger e-mail alerts (depending on your setup) CONFIDENTIAL Publish

26. Publishing Data »Click on Publish to finalize data »When Publishing the Action links change »The Validate link is gone, preventing the ability of changing sample data CONFIDENTIAL

27. View Report »Provides user with a smart table that can be sorted and filtered »Data can then be Exported to Excel via the Export to Excel link CONFIDENTIAL

28. View Report (Rejected) »When Publishing samples, all sample may not be accepted. Those not Accepted for Publishing will show in: View Report (Rejected). CONFIDENTIAL

29. Unpublishing »Administrators can Unpublish the data so it can be edited again if needed »End Users CANNOT Unpublish data »There is an Unpublish link in the Events section also CONFIDENTIAL

30. Unpublishing »Unpublishing will create a comment tracking the change »Once changed, Prior data is tracked and available for viewing in a View Prior Report available in the Events section CONFIDENTIAL

31. Review »This concludes the topic of Simple Data Entry »If you are comfortable with all of concepts within this chapter please move on to the next chapter of Complex Data Processing CONFIDENTIAL