Sample Type

Sample types relate to the specimen which has arrived for processing, or it is a sample which is derived from another sample e.g. Blood converted to DNA via an orderable.

Location

The sample type preference is located under the preference area of iGene.

  1. Navigate to Administration > Preferences.
  2. Find Sample Types in the table and click View by either:

    • Navigating through the table using the scroll arrows.
    • Perform a search using a saved search.
    • Perform a search using a new search. See the Searching & Ordering for information on how to create searches. Sample Type In Preferences
  3. To create a new sample type click the + button at the bottom of the table, or select New Item from the Actions menu.

  4. To edit a sample type, click the Edit button.

  5. Save all changes by clicking the Save Sample Type button located at the bottom right of the browser window.

The Sample Type table will display the code, name and the status of the preference.

The Status field indicates two pieces of information:
User / System: User records have been added by users manually and are fully editable. System records are generally added via a data import or provided by default. Only the name can be edited on a system record.
Active / Inactive: Shows whether the record is currently active or inactive. Inactive items will not show up for selection for new records but will continue to show on entries that are using them.

Configuration

When adding or editing a sample type, users are presented with the below form to complete.
Sample Type Preference

Code

(Required, Unique)
The Code is a required field, and it must be unique as this is used within the database. The Code is used on many autocompletes for searching as well as the name value. This should be relevant to laboratory staff.

User Code

Assign a User Code which the site wishes to use. This does not need to be unique like the code value. Typically, this is an internal code or a historic code from a legacy system or can be used in number generation. For example, Blood could have the user code of ‘BL’ and the numbers generated may be ‘17BL232’ where the ‘BL’ comes from the user code.

Name

(Required)
A sample type must have a Name. The Name can be any value the user requires. It does not need to be unique, but it is advisable.

Prenatal

The Prenatal checkbox is used to identify if a sample is for prenatal use only. Historically, this has been used for reporting to identify single sample, such as a single fetus items on a report without having to create a full pregnancy.

The prenatal checkbox option also sets the visibility of extra fields on the referral form (if they are within the provided configuration).

Number of Slides to create on harvest

When using culture workflows this field determine the number of slides to make automatically. More can be generated but it will give a base amount of slides to start with.

Has Concentration

Typically used for DNA items. Enabling this allows concentrations to be stored against the sample type. It will also allow the user to specify a calculation based on the additional options which are displayed. On checking, more options are revealed:

  • Normal A260/280 Low -> This does not perform any function.
  • Normal A260/280 High -> This does not perform any function.
  • Concentration Conversion Factor µg/ml -> This is the conversion factor for the concentration calculation used for an OD260 calculation (see Concentration Calculation below).
  • Default Path Length mm -> This is the default path length in mm or the concentration.
  • Concentration Calculation (Default) (Read Only) -> This is the calculation which is performed on the sample type when it has a concentration. It is a combination of the ‘Concentration Conversion Factor’ field and the ‘Default Path Length’ field. The calculation looks like:
OD260 x (10/<Default Path Length mm Field Value>) x <concentration conversion factor> µg/ml = yield µg/ml

Sample Type Concentration

To hide these options, uncheck the ‘Has Concentration’ check box.

Note: Hiding the items using the checkbox does not disable the functionality. If the user wishes to disable the functionality, the options will need to be manually cleared before pressing save or unchecking the check box.

Default Band Level From

Used for chromosome analysis, this field will set a default banding level from value in the chromosome analysis result.

Default Band Level To

Used for chromosome analysis, this field will set a default banding level to value in the chromosome analysis result.

Default Banding Level QAS

Used for chromosome analysis, this field will set a default banding level QAS value in the chromosome analysis result.

Default Cells Counted

Used for chromosome analysis, this field will set a default number of cells counted in the chromosome analysis result.

Default Cells Analysed

Used for chromosome analysis, this field will set a default number of cells analysed in the chromosome analysis result.

Default Cells Scored

Used for chromosome analysis, this field will set a default number of cells scored in the chromosome analysis result.

Assign Storage Location By Default

Checking this option will automatically assign a storage location to the sample when it is booked in on a referral. The location can be changed after it has been set to somewhere else.

Default Storage Location

Each sample type can have a specific storage location. If there is a specific fridge which the laboratory staff always place this specific sample type in, iGene can automatically set this, provided that the Assign Storage Location By Default option is checked. Storage locations are setup in the preference Storage Locations <- (TODO fix link.)

Share Between Referrals By Default

It is possible to share a sample between referrals. This is particularly useful if you are doing family testing for a known mutation, or when using banked samples, particularly DNA samples, which can be used to verify mutations. Checking this box will mean that any samples which are given a sample type that has Share Between Referrals By Default checked will be allowed to be shared between referrals.

Sub Sample Types

A sample can have sub sample types. Typically, these allow granular control of the samples. As an example, the user might book a tissue sample type in and the user may specify that the sub sample type is lung or skin. It can also be used to define cell lines such as B-Cells, T-Cells and Myeloid used in leukemia testing.

In order to add items to this table, the Sub Sample Types option must be populated within the preference area. On clicking the add button, a drop down list will appear in the table where the user can select which sub sample types they would like to associate with the current sample type.

To add multiple Sub Sample Types, use the plus button again or, whilst on a selected sub sample type row in the table, press SHIFT and ENTER and a new row will be added.

For more detailed instructions see Assigning Sub Sample Types.

Deactivating / Activating

Each item has an active status that specifies whether the item is available for selection. When deactivating an item, it will no longer appear in autocomplete lists for selection, but will still be displayed on any records that continue to use it.

To deactivate (or reactivate) a Sample Type:
Right-click on the required entry in the table and select Toggle Active Status.
Click Yes when prompted. Toggling status of Sample Type

The state of the Sample Type will then be changed to either Active or Inactive. Sample Type set to inactive

Usage

The sample type is used with the following items:

  • Sample Tube - The sample itself.
  • Storage Locations - The location where the sample can be stored based on the selected type.
  • Sub Sample Type - A sub sample type of a sample e.g. Tissue may have sub sample types of lung or skin etc.

A sample type relates to a referral using the following diagram.

graph LR; A(Sample Type) B[Sample Tube] C[Referral Test Sample Tube] D[Referral Test] E[Referral] F[Sub Sample Type] G[Storage Location] A --- B B --- C C --- D E --- C E --- D A --- F G --- A