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There are three lineages of specimens: New (primary specimen), Derived, and Aliquot.

The process that you use to edit specimen data will be the same, however the fields that are available to edit will vary based off the specimen lineages.

Fields associated with Collection and Received Details are associated only with the primary specimen (lineage = New). Other general fields can be edited for any sample regardless of lineage.

Initial Considerations

The edit button is available to all users with roles allowing add/edit/delete specimens (i.e. Lab technician or Tissue Banker). Any data that was entered for a specimen can be edited except, in most cases, the specimen label itself.

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Most data directly linked to a specimen can be edited regardless of the activity status of the sample.

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  • If a sample is ‘Closed’, you can still edit some information like quantity, concentration, anatomic site, and other basic data.

  • Closed specimens cannot be processed into derivatives or aliquots, or have events added.

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The edit button is available to all users with roles allowing add/edit/delete specimens (i.e. Lab technician or Tissue Banker).

Overview

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Collection and Received Events

The fields associated with Collection and Received

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Events can only be edited at the primary specimen

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Process

  1. Click on the specimen to change any value, as described above. Select the specimen from any interface (specimen table, specimen list view, query, cart, or container).

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  2. Click ‘Edit’ from the Specimen overview page. Note that most fields can be edited now, even if a sample is ‘Closed’.

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  3. The screen displays all available fields. Grayed out fields are not editable (i.e. 'Label')

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  4. Edit any values and select ‘Update’.

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level. Editing the Collection or Received Details is therefore always done at the primary specimen level and the data is stored associated with that primary sample.

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Summary of editable fields by specimen type: (click on image for full page view)

New (primary sample) fields:

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Derived fields:

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Aliquot fields:

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Specimen Fields

Some fields are specific to one specimen type within a lineage or all specimens types in a lineage. There are 3 sections associated with the specimen overview page. The general section that describes the specimen itself, the collection event section, and the received event section. Some values are inherited from a parent sample to a child. Others can change from one lineage to the next.

New and Derived specimen characteristics

The fields in the top section can be edited for New and Derived specimens.

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Aliquot characteristics

Aliquots, by definition, are replicas of their parent sample which share all characteristics except for quantity. Therefore, fewer fields are available to edit at this level. Concentration is inherited from the parent sample, however, it is possible to edit as there are cases where concentration may vary in different aliquots. Each aliquot will also have its own location data and freeze/thaw cycles.

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Collection and Received Events

The fields associated with Collection and Received Events can only be edited at the Primary specimen level.

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Editing the Collection or Received Details is therefore always done at the primary specimen level and the data is stored associated with that primary sample. These fields, however, can be displayed associated with the child samples using a query. The columns used to display these fields for child samples are under ‘Collection and Received Details’ when selecting columns to display in queries.

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Heritability of values:

If you don’t input the heritable fields at the time of new specimen collection, you can add/edit later on and said fields value will automatically be applied to child specimens.

  • Heritable fields:

    • New to Derived: Biohazards, Pathology status, Anatomic Site, Laterality.

    • New or Derived to Aliquot: all except quantity

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Editing of a heritable field at the parent level will change the value in the child samples


How to edit a Specimen: (expand below to view process)

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  1. Click on the specimen to change any value, as described above. Select the specimen from any interface (specimen table, specimen list view, query, cart, or container).

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  2. Click ‘Edit’ from the Specimen overview page. Note that most fields can be edited now, even if a sample is ‘Closed’.

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  3. The screen displays all available fields. Grayed out fields are not editable (i.e. 'Label')

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  4. Edit any values and select ‘Update’.