Create a Sample 🧪

Updated 7 months ago by Vaida

You can make individual samples based on sample templates or bulk import samples using a .csv file (see Import Samples into Inventory). A sample is essentially a TYPE of item or a description of the common characteristics of some related family of subsamples. A sample is always made up of one or more similar or identical subsamples. The SUBSAMPLE is the physical item itself. Subsamples can have a physical location, usually within some sort of container, but samples are a conceptual category and do NOT have physical locations, since each sample might be made up of multiple subsamples, and each subsample could have a different location. However, users CAN select a sample and use the "move" action to consolidate all of the member samples, moving each related subsample from wherever it is now to a single new location. Metadata can be applied to a whole family of items using the sample page, but each subsample can also have it's own more specific metadata that applies only to that single item.

To create a sample:

1. In the sidebar, click on Create > Sample. You can open the sidebar on mobile using the top-left menu icon.

1. The right panel will open the sample creation wizard, which you can advance through by scrolling. Give your sample a name and pick a sample template. Optionally: add a preview image, an expiry date, and the source of the sample. You can also create your own sample templates: see Create and Use Sample Templates.

1. You can also add file attachments, barcodes and custom data fields that are not part of the template, by scrolling to the bottom of the page (see Add a Custom Field to a Sample or Container).

1. A sample is always made up of one or more subsamples. Specify the number of subsamples (i.e. aliquots in this case) and the quantity per subsample. The total quantity will be automatically calculated.
   When you create sample templates, you can choose to call your "subsamples" whatever you like using a subsample alias: "portion", "pieces", "aliquots", "sections", "chunks", "bottles", "items", "animals", or anything that you use in your specific research.
   Optionally, add a description, a storage temperature, an expiry date, and any tags. When done, click on Save.

1. You will get confirmation that your sample has been created.

1. The navigation panel will refresh so you can view your newly created sample. If you don't see it there, make sure the "Samples" category is selected in the sidebar.

   

   On a mobile device, you may need to click on the left arrow to go back to the navigation panel to view your samples.

   

If you did not specify a location for the new sample and it's subsamples, you will find the subsamples (i.e the physical item(s) ) of the newly created sample on your Bench. You might want to move some or all of these subsamples to a suitable container. To achieve this, see Move Samples and Containers.

1. You can also create samples in-situ by navigating to a specific container and using the "Create" button to initiate sample creation from there, automatically adding the new subsamples directly to the selected container:

   

2. Once you have created samples you could choose to copy the unique identifier link of the sample or subsample to an RSpace ELN document. See Link to a Sample or Container (Global ID).
   However, a better way to build cohorts of items and show how you have used them in RSpace documents is to create a List Of Materials (LOM) that allows you to locate and specify items you used in your experiments or procedures. This has the advantage that creating a LOM automatically also creates reciprocal links in the info area of your items, showing which inventory items have been used in which RSpace ELN documents.

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Related Articles

• Create and Use Sample Templates 🧪
• Edit a Sample or Container 🧪
• Create a Container 🧪