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Register Experimental Steps

As mentioned above, the various steps executed when performing an Experiment in the lab can be registered in openBIS as  Experimental Steps or Entries.

The default Experimental Step has pre-defined fields, as shown below:


An Entry, is a blank page, with no pre-defined fields:


To register a default Experimental Step or Entry:

  1. Navigate to the relevant Experiment in the Lab Notebook menu and click the + New button, as shown below.
  2. Select Experimental Step or Entry
  3. Fill in the relevant information or select an available template from the list (see below).
  4. If Show in project overview is selected, this Experimental Step or Entry will be displayed on the Project page.
  5. Click Save on top of the form. 



Using Templates

Templates need to be defined by the lab manager in the Settings. If templates have been created for a given Experimental Step, you can choose from the list of available templates by clicking the Template button on the Object form, as shown below.

Connections to Inventory or other Experimental Steps

In the default Experimental Step and in the Entry, there is a Parents section where it is possible to specify links to materials and methods from the Inventory or to any other Object, e.g. another Experimental Step or Entry.

Parents are all samples/materials used in an experimental procedure and also standard protocols from the inventory followed in the experimental procedure. It is also possible to set one Experimental Step/Entry as parent of a second Experimental Step/Entry, to keep the connection between the two.

The name of this section and which parents should be shown in the form, is customisable by the lab admin as described in Customise Parents and Children Sections in Object Forms

To add a parent (or connection):

  1. The + button next to the Parents section allows to choose among the list of all available Object types.
  2. The + button next to each pre-defined Object type allows to add parents of that type only.


3. To add a single parent, click on an Object row in the table.

4. To add multiple parents:

  • Select the desired Objects from the table.
  • Choose Add selected from the Options dropdown menu in the table, as shown below.

To remove a parent (or connection):

To remove a parent, choose Remove from the Operations drop down in the parent table, as shown below.


Children of Experimental Steps are usually derivative Experimental Steps, or samples. As for the Parents section, this section can also be customised by a lab admin in the Settings (Customise Parents and Children Sections in Object Forms).

To add a child:

  1. Click on the + button next to the Children section.
  2. Select the relevant Object type from the list of available types.
  3. Proceed as explained above for adding parents.

Children Generator

The Children Generator creates a matrix of all the parents entered in the Experimental Step, as shown below. Combinations of parents needed to generate children can then be selected by the user. The Object type to assign to the children and the number of replicas need to be specified. The children will then be automatically generated by openBIS upon registration of the Experimental Step.

Adding Protocols to an Experimental Step

When adding protocols to an Experimental steps, two options are available:

  1. Link to a Protocol stored in the Inventory. This can be used if the protocol was followed exactly in all steps as described.
  2. Create a local copy of the Protocol from the Inventory in the current Experiment. This should be done if some steps of the main protocol were modified. These modifications can be edited in the local copy of the protocol, while the template is left untouched.

To create a local copy of a template protocol stored in the Inventory:

  1. Select a protocol as parent.
  2. From the Operations dropdown in the parents table select Use as template
  3. Provide the Object code for the new protocol.
  4. A copy of the protocol is created under the current Experiment, where the user can modify it. This copy has the original protocol set as parent, so that connection between the two is clear.


Comments Log

Several comments can be added by different users who have write-access to a given user Space:

  1. Click the button in the Comments section.
  2. Enter the comment.
  3. Click Save.

Copy an Experimental Step


To copy an Experimental Step, select Copy from the More… drop down menu, as shown below.

When an Experimental Step is copied, the user has the option to link parents, copy children to the current Experiment and copy the comments log.


Move an Experimental Step


To move an Experimental Step to a different Experiment, choose Move from the More.. drop down, as shown in the picture above.