Batch Sample Import

Three step Import

With the add-on installed, it is possible to import samples in bulk from a standardised CSV

Using spreadsheets with lookups and data validation to prepare the CSVs for import, limits errors, but to take care of exceptions, the import is facilitated in 2 steps to allow error correction in the LIMS UI rather than in the CSV for reimportation

1. Upload

The data in the CSV are read into the system and validated, referencing the values for Client and Contact, Sample Types, Analysis Profile etc.

2. Validate

The data are displayed and the upload indicated as valid or not. Invalid data elements are highlighted and the user has the option to correct the entries on-screen.

3. Import

Once all the invalid data have been corrected, if necessary, submitting it creates the Samples in the system, in a new Batch if not an existing one referenced in the import

New or existing Batches

When an existing Batch is correctly identified in the CSV during the import, new Sample objects will be added to that batch. If not, the LIMS creates a new batch from the information included in the import's header

0. Prepare the CSV...

With Google sheet example

1. Load the CSV

Navigate to the Client's Imports folder and select their Imports tab:

Click [Bulk Import File], on the next screen browse to the CSV using the standard browser widget and click import.

It takes seconds for the system to upload and validate the file entries

2. Validate

After loading the CSV, the new Import's page open, indicating whether it contains errors, Invalid or is OK, Valid

There are 2 options to fix errors - they are reported very accurately

• Fix the spreadsheet, cancel the invalid Import and re-import
• Edit the created objects onscreen. Click Edit

3. Import

Once the Import is Valid, its Samples can be created from the upload. Click Import on the status drop down

Sample creation will be queued, and the user may continue with other tasks, e.g. labelling earlier created Batches

When complete, the user is informed, navigates to the Batch and continues from there

The Import's Edit page opens, and the correct values can be looked-up from lookups

Fix the errors and click [Save]