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Guidelines on the Organiza2on of Samples in a Laboratory Created by the Office of Research Compliance and Training As part of the Research and Data Integrity (ReaDI) Program Supported by Columbia University Standing CommiGee on the Conduct of Research A tutorial on the management of samples including their iden2fica2on and preserva2on Columbia University | ReaDI Program Research and Data Integrity

Guidelines on the Organiza2on of Samples in a ... - Columbia · Guidelines on the Organiza2on of Samples in a Laboratory Created by the Office of Research Compliance and Training

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Page 1: Guidelines on the Organiza2on of Samples in a ... - Columbia · Guidelines on the Organiza2on of Samples in a Laboratory Created by the Office of Research Compliance and Training

GuidelinesontheOrganiza2onofSamplesinaLaboratory

CreatedbytheOfficeofResearchComplianceandTrainingAspartoftheResearchandDataIntegrity(ReaDI)Program

SupportedbyColumbiaUniversityStandingCommiGeeontheConductofResearch

Atutorialonthemanagementofsamplesincludingtheiriden2fica2onandpreserva2on

Columbia University | ReaDI Program Research and Data Integrity

Page 2: Guidelines on the Organiza2on of Samples in a ... - Columbia · Guidelines on the Organiza2on of Samples in a Laboratory Created by the Office of Research Compliance and Training

Columbia | ReaDI Program

Introduc2on

•  Thistutorialprovidesanoverviewofgenerallyeffec2veprac2cesforstorageandorganiza2onofresearchsamples

•  Youshouldfollowguidelinesestablishedby:–  PrincipalInves2gator–  Researchdiscipline–  Submissionprotocolsrequiredbyexternallabifsamplesarebeing

sentoutforanalysis

•  ThistutorialdoesNOTcoversamplescollectedforclinicalresearch

Page 3: Guidelines on the Organiza2on of Samples in a ... - Columbia · Guidelines on the Organiza2on of Samples in a Laboratory Created by the Office of Research Compliance and Training

Columbia | ReaDI Program

WhyProperlyLabelSamples?•  Reducesriskofcontamina2on•  Reducesinjurytoselfandothers•  Maintainscleanandorganizedworkingenvironment•  Avoidslossordamagetovaluablesamples•  Maintainsintegrityofresearchbeingconducted

Resultsofimproperlylabeledandstoredsamples=alaboratorynightmare

Page 4: Guidelines on the Organiza2on of Samples in a ... - Columbia · Guidelines on the Organiza2on of Samples in a Laboratory Created by the Office of Research Compliance and Training

Columbia | ReaDI Program

KeyInforma2ontoInclude•  Samplelabelsshouldincludethefollowinginforma2on(ata

minimum):–  Name/ini2alsofresearcher–  Notebookcode(linkssampletospecificnotebookentry)–  Datesampleprepared–  Sampleiden2fica2onsuchas:

•  Chemicalstructureorname•  Iden2fica2onnumber•  Samplename

–  Anysolvents,substrates,etc.sampleisin/on

pH6CitricAcidBufferinH2O12/12/13S.N.T.

SNT_V_151

Page 5: Guidelines on the Organiza2on of Samples in a ... - Columbia · Guidelines on the Organiza2on of Samples in a Laboratory Created by the Office of Research Compliance and Training

Columbia | ReaDI Program

SamplesCollectedOutsideaLaboratory•  Anagreeduponlabelingsystemshouldbefollowedbyallpersons

collec2ngsamples•  Forsamplescollectedoutsidethelaboratory,otherinforma2onimportant

tothesampleshouldbeincludedonthelabel–  Loca2onwheresamplewascollected(coordinates,address,etc.)–  Variablesthatmayaffectsample,suchas:airtemperature,al2tude,water

depth,humidity,etc.duringcollec2on–  Timeofcollec2on–  Typeofsamplesuchas:sediment,fungi,rockdredge,etc.

•  Ifcollec2ngmul2plesamples,considerusingpre-printedlabelsthatcanbecompletedduringsamplecollec2on

Page 6: Guidelines on the Organiza2on of Samples in a ... - Columbia · Guidelines on the Organiza2on of Samples in a Laboratory Created by the Office of Research Compliance and Training

Columbia | ReaDI Program

LargeNumberofSamplesStoredinSmallVials•  Ifmanysamplesarebeingcreatedandstoredinsmallvialsor

centrifugetubes,useacodingsystem•  Documentcodingsysteminlaboratorynotebook•  Manycompaniespackagevialsinpar22onedtraysthatcanbeused

toinventorysamples•  Includeanindexcardthatiden2fiesthesamplesandthecoding

systeminthesameboxasthesamples•  Besurethesmallvialsaresecurewithinthesecondarycontainerto

avoidlostsamples

Page 7: Guidelines on the Organiza2on of Samples in a ... - Columbia · Guidelines on the Organiza2on of Samples in a Laboratory Created by the Office of Research Compliance and Training

Columbia | ReaDI Program

SampleLabelingDo’sandDon'tsü  UseappropriatelabelwriGenwithnon-

bleedinkorprintedfromaprinterü  Uselegiblehandwri2nginauniversal

languageunderstoodbyeverybodyinyourlab

ü  Usecleartapetoprotectlabelü  Labelwithoutobstruc2ngviewof

samplecontentsü  Placelabelevenlyü  Choosealabelsuitedforstorage

condi2ons(e.g.labelswithspecialadhesivefortemperaturesat-70°C)

x  Writedirectlyontocontainerwithmarkerorwaxpencil

x  Writeillegiblyx  Uselanguagenotunderstoodby

everybodyinlaboratoryx  Blockviewofcontentswithlabelx  Haphazardlyplacelabel

Page 8: Guidelines on the Organiza2on of Samples in a ... - Columbia · Guidelines on the Organiza2on of Samples in a Laboratory Created by the Office of Research Compliance and Training

Columbia | ReaDI Program

TwoTypesofSamples

•  Ac2veSamples–  Samplesthatareaprecursorto

thenextproceduralstep–  Samplesthatrequirean

incuba2onorwaitperiodbeforenextstepsoranalysis

–  Thesamplecontainerismeantastemporarystorage

–  Evenifitistemporarystorage,alwaysincludealabel

•  PassiveSamples–  Samplesthatare“complete”–  Samplesthatareawai2ngfurther

analysisbutitwillnottakeplaceimmediately

–  Chooseanappropriatecontainerandlabelforthetypeofstorage

K3[Fe(C2O4)3]�3H2O

249.8mgS.N.T10-1-14SNT_I_204

Page 9: Guidelines on the Organiza2on of Samples in a ... - Columbia · Guidelines on the Organiza2on of Samples in a Laboratory Created by the Office of Research Compliance and Training

Columbia | ReaDI Program

ChooseanAppropriateContainerSamplesthatarevola2leshouldbeina2ghtlysealedcontainer,topreventevapora2on.Ex:crimpsealvials

Light-sensi2vesamplesshouldbeinambervials.Someresearchersalsowrapvialsinaluminumfoil.Ifwrappinginfoil,includelabelonoutsideoffoil.

Chooseappropriatestoragecontainersforsamplesthatneedtobestoredinafreezerorrefrigerator.Ex:cryotubes

Somecontainersmaydeteriorateinpresenceofsomechemicalsandelevatedtemperatures,whichwillcontaminatesample--chooseinertcontainersandcaps.

PTFElinedviallidsCardboardlinedviallids

Vs.

Choosethecontainermostappropriateforthelengthofstorage,long-termvs.short-term.

Plas2c(disposable)petridish

PyrexpetridishVs.

Page 10: Guidelines on the Organiza2on of Samples in a ... - Columbia · Guidelines on the Organiza2on of Samples in a Laboratory Created by the Office of Research Compliance and Training

Columbia | ReaDI Program

ContainersThatAreNotAppropriateforLong-term(>1week)StorageofSamples

Laboratoryglasswareiscostly,notdesignedforlong-termstorage,andomenlacksamethodto2ghtly“cap”thecontainer.

WeighdishesshouldNEVERbeusedforstorageofsamples.

Plas2ccontainersarenotalwayssterileandnotcompa2blewithmanysolventsorextremetemperatures.Checkmanufacturer’srecommenda2onsbeforestoringsamples.

Page 11: Guidelines on the Organiza2on of Samples in a ... - Columbia · Guidelines on the Organiza2on of Samples in a Laboratory Created by the Office of Research Compliance and Training

Columbia | ReaDI Program

Organiza2onandStorageofSamplesSamplessensi2vetoair,temperature,and/ormoistureshouldbepreparedandstoredintheappropriateenvironment.Thelabelneedstonotetheenvironmentrequired.

Eachresearchershouldhavealabeledareaineachofthesharedlaboratoryspaces.Ex:labbench,fridge,freezer,glovebox,etc.

Groupsamplesbytypeand/orproject.Ex:minerals

Page 12: Guidelines on the Organiza2on of Samples in a ... - Columbia · Guidelines on the Organiza2on of Samples in a Laboratory Created by the Office of Research Compliance and Training

Columbia | ReaDI Program

WhentoDisposeofSamples•  Whensamplescannotbere-used

–  Samplesthatwerepreparedforaone-2meuseasinthecaseformanyinstrumenta2onsamples•  Ex:TEMgrids,microscopeslides,etc.

•  Whensampleshavebeencontaminated–  Theintegrityofthesamplehasbeencompromised,thereforeresultsareunreliable

•  Whensamplesareexpired–  Samplesthatdegradeover2me

•  Whensamplesarenolongerneeded,disposeofsamplesproperly(alwayscheckwithPIandEH&S)

Labspaceislimited.Keepingspacefreeofunwantedsamplesprovidesanorganizedworkingenvironment,inaddiTontoreducingrisksofcontaminaTonand/orinjury

Page 13: Guidelines on the Organiza2on of Samples in a ... - Columbia · Guidelines on the Organiza2on of Samples in a Laboratory Created by the Office of Research Compliance and Training

Columbia | ReaDI Program

WhattodowithSampleswhenYouArePermanentlyLeavingLaboratoryorAn2cipa2ngaLong-termAbsence?

•  ALWAYScheckwithPIand/orlabmanagerabouttheproperstorageloca2onofsamples

•  Besuresamplesareproperlylabeledandorganized•  SubmitaninventoryofsamplesandreagentstoPI•  IfPIhasiden2fiedyoursuccessor,besuretoputthesamplesina

loca2onthattheycaneasilyfind•  Valuablesamplesshouldbeinaloca2onthatareknowntothePI

andremaininggroupmembers•  Properlydisposeofanysamplesthatcanbediscarded

Page 14: Guidelines on the Organiza2on of Samples in a ... - Columbia · Guidelines on the Organiza2on of Samples in a Laboratory Created by the Office of Research Compliance and Training

Columbia | ReaDI Program

Summary

•  Followsamplelabelingguidelinesasdefinedbyyour:–  PI–  Discipline–  Analysislabprotocols

•  Labelsamplesclearlywiththefollowinginforma2on:–  Name,date,samplename(orstructure),notebookcode,collec2onsite

informa2on(ifapplicable)–  Ifusingsmalltubes,includeinforma2onwithincontainerhousingtubes

•  Choosealabelandstoragecontainermostappropriatefor:–  Typeandsizeofsample–  Lengthofstorage–  Loca2onofstorage

•  Keepsamplesorganized.Categorizingbyproject,type,researcher,etc.•  Whensamplesarenolongerneeded,arecontaminated,and/ordegraded,

disposeofthemproperly•  Whenleavinglaboratory,besuresamplesareinaloca2onthatcanbeeasily

accessedbyremaininggroupmembersandPI

Page 15: Guidelines on the Organiza2on of Samples in a ... - Columbia · Guidelines on the Organiza2on of Samples in a Laboratory Created by the Office of Research Compliance and Training

Columbia | ReaDI Program

Addi2onalResources

•  OthertutorialsonRascal–  BestPrac/cesforDataManagementwhenUsingInstrumenta/on

–  GoodLaboratoryNotebookPrac/ces•  Datastoragerepositories

–  NIH-supporteddatarepositories:hGp://www.nlm.nih.gov/NIHbmic/nih_data_sharing_repositories.html

–  SESAR,SystemforEarthSampleRegistra2on:hGp://www.geosamples.org/

–  EarthChem,accesstogeochemical,geochronological,andpertologicaldatahGp://www.earthchem.org/

CreatedbyMichelleC.Benson,[email protected]

AGribu2onNon-CommercialInterna2onal4.0

Page 16: Guidelines on the Organiza2on of Samples in a ... - Columbia · Guidelines on the Organiza2on of Samples in a Laboratory Created by the Office of Research Compliance and Training

Columbia | ReaDI Program

References

•  hGp://www.rdmag.com/ar2cles/2014/03/storing-and-tracking-samples-preserving-contents-and-managing-sample-data

•  hGp://www.chem.tamu.edu/rgroup/gladysz/documents/labeling.pdf•  hGp://www.ohsu.edu/xd/health/services/lab-services/specimen-

collec2on/labeling-requirements.cfm•  hGp://www.labmanager.com/laboratory-technology/2010/11/five-

common-mistakes-in-lab-labeling?fw1pk=2#.VYrdXqZ97ZF•  hGps://www.iuhealth.net/pdf/pathology-lab/nurse-resources/

labeling_guidelines.pdf