Basic Search

Basic Search is used to search the entire system or search within the following categories:

  • Samples

  • Projects

  • Containers

  • Protocol steps

NOTE: With Clarity LIMS v6.1 or later, Basic Search will includes more fields of the search category records during a search. We recommend you to use Advanced Search for a more granular search capacity.

Using keywords

Type a complete keyword or search term, or part of the term followed by an asterisk. Search terms are case-sensitive.

The results include all samples, containers, projects, and protocol steps that contain the search term.

Search the Entire System

  1. Select Search.

  2. In the drop-down Search category list, select All. Type a search term into the adjacent field and press the Enter key.

  3. At the left of the Search results windows, the Category Results panel summarizes the search results and groups them by category.

  4. In the Search results list, the following actions are available:

    • Hover over the information icon to view more information.

    • Select on links to drill down further into the data.

Search for Samples

When searching for a particular sample, you may want to:

  • View a list of all steps that have been performed on a specific sample.

  • See which in-progress steps involve a specific sample.

  • Determine which steps used a particular derived sample.

  • Return a sample to the queue for a particular step, so that the step can be repeated or requeued (For details, see Requeue and Rework Samples).

Search Keywords

When searching for samples, type the keyword or term to search for into the Search box.

Search on the following information, as it relates to a sample:

Search for a Sample

  1. Select Search.

  2. In the drop-down Search category list, select Sample. Type a search term into the adjacent field and press the Enter key.

    You can type the complete keyword or part of the keyword followed by an asterisk.

    For example, the search can be performed on the complete sample name (eg, heart-123). However, a keyword followed by an asterisk (eg, heart*) could also be used. The results return all samples whose name include the keyword.

From the sample Search results list, view more information about the sample, including all steps in which it is involved and/or queued.

These options differ depending on whether the sample is a submitted sample or a derived sample.

In QC protocols, you cannot go directly to the queue for a specific step, because all steps share a queue.

View Submitted Sample Details

Repeated steps display in the sample details search results.

For example, in the previous illustration, suppose that the sample was requeued for the Qubit QC step and the step was repeated. The next time a sample is searched, the step is listed twice.

View Derived Sample Details

Search for Projects

Searching within the Project category allows you to drill down and quickly find the following project details:

  • The account and client associated with a specific project.

  • The number of samples included in a project.

  • The current project status. For example, at what stage in the workflow samples are currently located and what has been completed.

Search for a Project

  1. Select Search.

  2. In the drop-down Search category list, select Project. In the adjacent field, type the project name and then press the Enter key.

  3. Type the complete project name or part of it followed by an asterisk.

  4. From the Search results list, view more information about the project.

    For example, the following search results show that the Liver Study project was started on January 27, 2017 and contains 98 samples. The account and client associated with the project are also shown.

Expanding the sample details shows a list of all the steps in which the project samples are actively involved.

In QC protocols, users cannot go directly to the queue for a specific step, because all steps share a queue.

Search for Containers

Search within the Container category to search for a specific container by name (Clarity LIMS ID) or quickly find all containers of a certain type in the lab. From the search results returned, the following information can be determined:

  • Which samples are in the container(s).

  • Which projects are associated with the sample(s) in the container(s).

  • What was the last step performed on the sample(s) and who performed it.

Search for a Container

  1. Select Search.

  2. In the drop-down Search category list, select Container. In the adjacent field, type the container name and then press the Enter key.

    Type the complete container name/Clarity LIMS ID or part of the name followed by an asterisk.

From the search results list, you can view more information about the container and the sample(s) it contains.

For example, the following search results show numerous details:

  • Clarity LIMS ID 27-301 belongs to a 96 well plate.

  • The plate contains six samples from the Liver Study project.

  • These samples are currently in the queue for the Cluster Generation step.

Search for Protocol Steps

Restrict a search to protocol steps to determine how many steps of a particular type are currently in progress or completed.

Search for a Step

  1. Select Search.

  2. In the drop-down Search category list, select Protocol Step. In the adjacent text box, type the step name and press the Enter key.

    You can type the complete step name or part of it followed by an asterisk.

The search results list provides at-a-glance information, such as the status of each step, the date the step was started, the user who ran the step, and the number of samples contained within the step.

Various options for drilling down further into the data are provided.

Search for Steps Associated with a User

  1. Select Search.

  2. In the drop-down Search category list, select Protocol Step. In the adjacent field, type all or part of the user name to search for and press the Enter key.

The Search results returned will list all of the in-progress and completed steps associated with the user.

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