Inventory

info

For using the inventory collection with different users that can move items into or create items in the inventory, please update the system to version 1.1.1 or later.

Creating Inventory for a Group

Creating a chemical inventory that can be accessed by all members of a working group requires four steps:

1. creating a new user,
2. creating a collection in that user's Chemotion ELN and adding all chemicals to that collection as samples,
3. creating a new group or adding the account to an existing group and
4. synchronizing the collection with the group.

After creating an inventory, one can proceed to creating entries in it.

Creating a new user

A new Chemotion ELN account should be created to manage the chemical database. All new chemicals will need to be created by that account (usually that account is managed by the person in charge of ordering chemicals or receiving the group's chemicals). Once a chemical has been created in that account as a sample it can be edited by any group member (for example to update the amount left in the bottle), if the collection is shared with the right privileges (more on this in the section synchronizing the collection with the group).
The registration process of that account is identical to registering any other new Chemotion ELN user.

Creating a new collection

In the newly created account, a collection has to be created where all chemicals can be inserted as samples. If the group is located in different buildings, or uses different chemical subsets, multiple collections can be created for the different buildings or subsets. Each collection can be shared with one or more groups independent of one another. Once the collection is created, the chemicals that are part of the database have to be created as samples. Importing a database is possible using the import samples to collection function of the Chemotion ELN. For that purpose, an XLS or XLSX Document in the right format and containing all chemicals to be imported, must be available.
It is advisable to create the samples with all relevant information in the Properties tab, such as CAS number, concentration or molarity, density, etc. However, the information can be updated later by other users, if it is shared with the group with write access (more on this in the section synchronizing the collection with the group).

Creating a new group

It is advisable to share the collection containing the chemical database with a group, not with individual users, as it makes management easier. The group does not have to be created by the same account managing the chemical database. However, both can be also managed by the same account. To create a new group, choose My groups and Devices from the drop-down menu on the top right corner by clicking on the account's name next to the sign-out button. Now proceed to create a new group and then add all group members who should have access to the database of the new group. Multiple groups can be created, if different collections, containing subsets of the chemical database, are to be shared with different group members.
Note that only the person who created the group, or the account the administrator rights were transferred to, will be able to manage group members.

Synchronizing the collection with the group

In the collection settings, the collection containing the chemical database can be synchronized with the group. Please be sure to choose the sync-rights appropriately when synchronizing the collection. Be aware that the chosen sync-rights might limit the ability of group members to update sample properties such as amount of chemical left, storage location, concentration or molarity, etc.

Creating Chemical Entry

There are three ways to create an entry in the inventory:

Creating a new sample

A chemical Entry can be created by creating a new sample as an inventory entry. Please refer to Generate Sample section, to learn how to create a new sample. Once a new sample is created, user can check in the inventory check box to enable handling of a sample as a chemical entry.

Splitting sample for chemical entry

The process of creating a chemical entry in the Electronic Laboratory Notebook (ELN) involves initially creating a sample. However, users also have the option to generate a new chemical entry through the Split Sample feature.
For further information on how to utilize this feature, please consult the Split Sample section. When a split sample is performed, the newly generated chemical entry inherits the data from the original entry. Subsequently, users are able to modify the data according to their specific requirements.

Drag and drop chemical entry

Users have the capability to employ a drag-and-drop action to transfer a chemical entry from the inventory list to a reaction, thereby generating a subsample derived from the original chemical entry. In this process, only safety information pertaining to the subsample is generated. Subsequently, users can conveniently navigate to the inventory tab of the created subsample to access and review the corresponding safety information. The gif below illustrates the drag-and-drop action for the generation of a subsample from a chemical entry.

Managing Inventory

The inventory tab will appear in the Tabs Layout. User can make the inventory tab visible by drag and drop, if it is hidden by default. Once the inventory tab is active, user can start entering chemical data in the corresponding fields.

** The inventory tab is organized into a hierarchical structure consisting of three collapsible lists, outlined below: **

1. Inventory Information List,
2. Safety List,
3. Location and Information List

This structure enables convenient navigation and organization of data for a chemical inventory entry.

Inventory Information List

This section contains the following fields:

• status: List of 4 options for status of the chemical (available, out of stock, to be ordered, and ordered).
• vendor: The vendor associated with the chemical order.
• order number: The order number of the chemical.
• amount: Contains information about the amount of the chemical.
• unit: The unit of measurement for the chemical's amount.
• price: The price of the ordered chemical.
• person: Contact person associated with the chemical.
• ordered date: The date when the chemical was ordered.
• required data: The date when person or entity required the chemical.
• required by: The person or entity that required or ordered the chemical.

Safety List

• The Safety section is an interactive feature that allows users to search for and access safety data sheets (SDS) and safety phrases related to specific chemicals.

• Users can select the vendor associated with their query, choosing from the drop-down list options such as All, Thermo Fischer, and Merck. Selecting "All" will search for SDS on both vendors' websites.

• The button provides a dropdown list for users to select whether to search using the CAS (Chemical Abstracts Service) number or common name of the chemical.

• The dropdown list offers three language options: English, German, and French. If no results are found with the chosen language, results will be displayed with the default query language (English).

• After selecting the search parameters, users can initiate the search query by clicking the button.

• The search results will be displayed, and users can click on the results tag link to open a new tab directing them to the vendor's safety data sheet.

• It is recommended for users or administrators to first verify if the displayed results are associated with the desired chemical.

• If results match the specific chemical, users can save the safety sheet to the Electronic Laboratory Notebook (ELN) by clicking the save button next to the relevant result tag. A green check mark icon will appear next to result element tag, if SDS is saved successfully.

• Once saved, users can initiate additional search queries to retrieve safety phrases or search for chemical and physical properties related to the chemical.

• Users have the option to delete the saved data sheet by clicking the delete icon button.

• The button will be disabled, once one SDS is saved. To enable another search query, user have to delete any saved SDS first.

• Additionally, users can access the vendor's product webpage by clicking the external link icon button.

• User can query the safety phrases for this chemical from vendor by clicking the button. Results render below as depicted in the image below.

• The button enable users to make a search query for chemical and physical properties related to the chemical and save it to respective fields in sample properties tab. Sometimes fetched results can not be saved automatically if fetched values can not be accepted by ELN for some fields. User in this case can view and modify entered values manually. Fetched properties can be viewed by clicking the results icon button next to fetch button. An example of fetch chemical properties process is shown below.

Location and Information List

The Location field is divided into 2 subsections host location, host group, which reflects information about owner of chemical and current location, current group in case chemical is borrowed by another group/person. Both subsections have overlapping fields.

• building, room, cabinet where the chemical is stored.
• group: related to the chemical.
• owner: the person responsible for the chemical.
• by: the person which borrowed the chemical.

User can use Disposal information field to save any information related to the disposal of the chemical or use important notes field to save any other relative information. User can click the save button, after making any changes or updating any field inside the inventory tab to save the changes. The save button is located at the bottom of the inventory tab.

Import and Export Chemicals

The Import and Export of chemical data functionality has been integrated into the core ELN export/import data feature within the Chemotion ELN platform. For a comprehensive understanding of the fundamental procedures involved in importing and exporting various elements and samples within the ELN system, you can check the Import and Export data section. Users are provided with the flexibility to choose between exporting/importing individual chemical samples or multiple selected samples. This functionality is conveniently accessible through the Export/Import Menu toolbar icon . The export and import of chemical samples is currently supported in the xlsx and csv formats.

1. Export Chemicals
2. Import Chemicals

Export Chemicals

To initiate the export of a chemical sample, the user is required to select the export samples selection from Export/Import Menu toolbar option. Within the Select Data to Export menu, the user is afforded the opportunity to designate their preferred chemical options for export, in conjunction with the fundamental sample properties that have already been designated. Additionally, the user can opt to include further sample or molecule properties to the exported sheet. An example of export chemical process is shown below.

Import Chemicals

To start the import of chemical samples process, users should follow these steps:

• Access the import chemicals to collection option located within the Export/Import Selection Menu toolbar.
• Click the import chemicals to collection menu button to open an interface for uploading the chemical sheet.
• It is strongly recommended that users utilize the provided chemical template below, as importing chemicals necessitates specific data points. In order to import a sample into Chemotion ELN, it is generally required to have at least one of the following columns present in the import data: Canonical Smiles (Smiles) or Molfile. while the remaining columns are optional, providing more details is encouraged for comprehensive record-keeping.
• Additionally, users have the capability to import safety data sheets into Chemotion ELN by entering relevant information into the designated fields such as safety data sheet and vendor. Please note that this option is presently compatible only with the Merck vendor.
• Importing is also feasible for samples and chemicals that do not possess a chemical structure (referred to as decoupled samples). In such instances, users should indicate the value yes in the column of decoupled. If the sample has chemical structure, it is imperative to ensure that any of the columns relevant to the chemical structure, such as molfile and canonical smiles contain valid data.

Following these steps enables the comprehensive import of chemical samples while maintaining the integrity of essential data for efficient management within the Chemotion ELN system. An example of import chemical process is shown below.