1. Sample Registration – Batch Reg
Core LIMS Training:
Sample Registration – Batch Reg
(Non Chemical Structure)
Note: See Compound Registration slides if you have sample types with chemical structures

2. Course Topics Batch Registration Batch Registration Via Spreadsheet
Finding What You Just Registered
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3. Batch Registration Via Spreadsheet
If you have a large number of non-structural samples to register at one time, a spreadsheet can be used to upload the information.
Just like the single registration process, sample- level and lot-specific information (and container info too) can be entered at the same time in the spreadsheet
Batch Registration can be configured to be either an administrator function or end-users can also be allowed access
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4. Step 1. Prepare the Spreadsheet
The blank SAMPLE and LOT columns tell the LIMS which type of records to create
When the spreadsheet is complete, save it as a .txt or .xls file
Other column headers should be spelled the same as the attribute names in the Sample or Lot Type Details page
You must include all mandatory attributes in the spreadsheet
You can leave cells blank if you do not have values
You do not need to include columns for optional attributes with no values in the spreadsheet
You can enter as many rows as you need (delete any blank rows)
A blank BARCODE column tells the LIMS to create new records (providing a barcode value would update existing records).
The barcode field should also be the first column on the spreadsheet.

5. Common Headers for Sample Spreadsheets
Notes
Header
Definition
Examples
"Primary" Headers for the Entity Type you are creating or updating ("LOT" is specific to 'Sample' Super Type)
ENTITY TYPE
Primary entity type you are creating or updating
SMALL MOLECULE, CRYOVIAL, 9X9Box
NAME
Unique Name of Object
SM1, CRY123, 9X9Box1
BARCODE
Unique Barcode of Object
SEQ
Sequence # of Object
1, 123, 1
LOT
Lot # of sample to update; leave blank to create new
1, blank
Can be used alone as a unique Sample_Lot identifier either as a "Primary" object or associated to Containers being loaded
LOT BARCODE
Unique identifier for updating an existing lot
SM1-3
Associations can be made to containers when uploading Sample and Lot information as the "Primary" Objects
CONTAINER TYPE
Type of container used when creating new container objects
CRYOVIAL, 4DRAM
CONTAINER BARCODE
Leave blank to create new containers (use w/Container Type), or include to update existing container
CRY123
Container associations can be used when containers are either your "Primary" objects being loaded, or your associated objects when loading Sample_Lot information
AMOUNT
Amount associated to container. Should not be 0 or null 10
AMOUNT UNIT
mg, uL
CONCENTRATION
Concentration associated to container.
CONCENTRATION UNIT
uM, mM
LOCATION BARCODE
Barcode # of location to place container
FRZ1, BOX123
POSITION
If location barcode references matrix box (10X10, 9X9, etc.), position indicates "cell number" where container will be placed
1,2,3-100; 1,2,3-81
DESTINATION CELL
If you are updating wells in a plate, the cell number indicates where the sample will be placed
1,2,96
Additional Configured Attributes or Associations
Date Received
Color
Vendor
Tare
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6. Step 2. Navigate to Registration Page (Users)
Common Headers for Sample Spreadsheets
Step 2. Navigate to Registration Page
(Users)
Your Java Menus will vary depending on your system configuration, but you will need to navigate to the Sample Registration application from either the Application menu in upper right corner OR the tile on the system home page
Look for the Load from File sub-menu under the Sample Type you want to register
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7. Step 2. Navigate to Registration Page (Admins)
Common Headers for Sample Spreadsheets
OR if you want to limit registration to admins, click on the Load Entities tool in the Main Admin Panel by the SAMPLE Entity Type (NOT Lot)
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8. Step 2: Preview the File Common Headers for Sample Spreadsheets
Click Choose File to locate the spreadsheet you created and click the Preview button
Verify that the action is correct
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9. Step 3: Upload the File Common Headers for Sample Spreadsheets
Use your browser’s Back button to return to previous page
Click on the Upload button to create the records
The lot records that are created will be displayed in a Smart Table
Click on a name or barcode hyperlink to view the record directly

10. Search for records registered by yourself with a date filter
How do I Find The Records Just Registered?
Search for records registered by yourself with a date filter
Sample Query (Short)
Will return Sample records that you created on that date
If you registered a newer lot, it will be missed when searching for sample records created on a certain date
Lot Query
Will return Lot records created on that date
My Samples List on the My Account page
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11. Short Sample Query Select the date the compounds were registered
Select the user who registered the compounds
Hit the Perform Search button
Review the samples returned in the Smart Table
Tip: If multiple registrations match date criteria, you may need to add other filter criteria to narrow search

12. Lot Query Select the date the lots were registered
Select the user who registered the lots
Hit the Perform Search button
Review the results returned in the Smart Table
Tip: If multiple registrations match date criteria, you may need to add other filter criteria to narrow search
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13. My Samples Report 1) Find your account page in the User Menu
2) Click on the My Samples link to see all the compounds that you have registered
3) Select the correct Sample Type
4) Look at the most recent compounds in the Sample List
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