Worksets

Worksets provide a way of grouping samples, libraries, and library aliquots so that they are easy to find and select when you want to work with them again. Worksets may specify a category and/or stage to be used for grouping and finding worksets according to responsibility or purpose. Both are described further in the linked articles.

Worksets List

To get to the Worksets list page, click "Worksets" in the Tracking list in the menu on the left side of the screen. The Worksets list page is divided into two or more tabs. The "Mine" tab includes only the worksets that you created. The "All" tab includes all worksets created by anyone. If workset categories have been created, there will be another tab for each category, and an additional "Uncategorized" tab. Each workset will appear in the tab for whichever category it specifies. The toolbar at the top of the table contains controls for working with worksets.

Creating Worksets

To create a new empty workset, go to the Worksets list and click the "Add" button in the toolbar at the top of the table. This will take you to the Create Workset page. Enter an alias and description for the new workset and click the "Save" button at the top right.

You can also create a new workset from a selection of items on the Samples, Libraries, or Library Aliquots lists. On any of these lists, select the items that you would like to include in a new workset and click the "Add to Workset" button in the toolbar at the top of the table. In the dialog that appears, choose "New Workset." Complete the form for the new workset and click the "Create" button. After the workset has been created, another dialog will allow you to navigate to the Edit Workset page if you choose.

Editing Worksets

To get to the Edit Workset page, click the workset's alias on the Worksets list. On this page, you can modify the workset's alias and description. Be sure to click the "Save" button at the top right to confirm any changes.

On the Edit Workset page, you can also see and work with all of the items contained in the workset as described below.

Working with Items in a Workset

The Edit Workset page contains Samples, Libraries, and Library Aliquots lists, depending on what you've added to the workset. These lists function the same as other Samples, Libraries, and Library Aliquots lists, so the same options for working with these items are available in the toolbars at the top of each table.

Adding Items to a Workset

Samples, libraries, and library aliquots can be added to worksets. To add any of these items, go to the respective list page, select the items that you wish to add to the workset, and click the "Add to Workset" button in the toolbar at the top of the table. In the dialog that appears, select "Existing Workset." Enter the alias of the workset you'd like to add the items to and click the "Search" button. In the search results, click the alias of the workset that you'd like to add the items to. After the items have been added, another dialog will allow you to navigate to the Edit Workset page if you choose.

Removing Items from a Workset

You can remove items from a workset on the Edit Workset page. Select the items you wish to remove on the Samples, Libraries, or Library Aliquots list, then click the "Remove from Workset" button in the toolbar at the top of the table. In the dialog that appears, click the "Remove" button to confirm the removal.

Moving Items Between Worksets

You may wish to remove items from one workset while adding the same items to another workset. This may be useful when transfering items to another person or team, for example. On the Edit Workset page, select the items you would like to move and then click the "Move to Workset" button in the toolbar at the top of the table. In the dialog that appears, type in the alias of the Workset that you want to move the items to and click "Search." Click on the alias of the workset to confirm and the items will be moved.

Merging Worksets

You can merge multiple worksets to create a new workset that contains all of the items in each of the selected worksets. To do this, go to the Worksets list, select the worksets you wish to merge, and click the "Merge" button in the toolbar at the top of the table. In the dialog that appears, enter the details for the new workset, then click the "Create" button.

This feature can also be used to copy an existing workset. If you only select a single workset to merge, the new "merged" workset will contain all the same items as the selected workset.

Deleting Worksets

To delete worksets, go to the Worksets list, check the checkboxes next to the worksets that you wish to delete, and click the "Delete" button in the toolbar at the top of the table.