DINA User Guide

On the left side of the DINA Homepage, click the Collection option under the Collection submenu

In the Collection page, click the Create new button.

In the Add Collection page, add any relevant information about your Collection. After doing so, click the Save button on the top right corner of the page.

Check that the information is correct. Note that this can be edited at any time.
If you wish to edit, see the changes, or delete the collection, you can do so through the buttons on the top right corner of the page.

The created Collection can now be accessed through the list page.

In the DINA Homepage, under the Collection submenu, click on the Material Samples option.

In the Material Samples page, click on the Create new button.

If you wish to input more than one sample, click on the Create Multiple New button.

In the next step, the user can fill in specific information about the/each sample.

Once all relevant information has been filled out click the Save or Save All button at the right hand side of the page.

All created samples will now be accessible through the list page and can be edited.

To access the sample from the DINA Homepage, click on Material Samples from the Collection submenu

If not immediately seen in the list page, the user can search for the sample using queries in the Material Samples page.

The user will then be given results based on the search parameters they have given. Click on the sample you wish to link to an event.

In the chosen sample’s view page, click on the Edit button.

Activate the Collecting Event component by clicking on the button corresponding to it.

The user can now choose to create a new Collecting Event or attach the sample to an already existing event.

Once done, click on the Save button on the right hand corner of the page. This will successfully link a Material Sample to the intended Collecting Event and will be reflected in the sample’s and the event’s view pages.

In the DINA Homepage, under the Collection submenu, click on the Projects option.

In the Projects page, click on the Create new button.

In the next step, the user can fill in specific information about the Project. After doing so, click the Save button at the right hand side of the page.

Check that the information is correct. Note that this can be edited at any time.
If you wish to edit, see the changes, or delete the project, you can do so through the buttons on the top right corner of the page.

The created Project can now be accessed through the Projects page.

To access the sample from the DINA Homepage, click on Material Samples from the Collection submenu

If not immediately seen in the list page, the user can search for the sample using queries in the Material Samples page.

The user will then be given results based on the search parameters they have given. Click on the sample you wish to link to an event.

In the chosen sample’s view page, click on the Edit button.

In the Edit page, select the correct Project in the Project field/dropdown.

Once done, click on the Save button on the right hand corner of the page. This will successfully link a Material Sample to the intended Project and will be reflected in the sample’s and the project’s view pages.

To create a unit Storage Unit, we first need to make sure that we have the appropriate Storage Unit Type. To do this, click on the Storage Unit Types option under the Controlled Vocabulary submenu on the DINA Homepage.

In the Storage Unit Types page, click on the Create New button.

In the Add Storage Unit Type page, add any relevant information including enabling grids if appropriate. After doing so, click the Save button on the top right corner of the page.

To do this, click on the Storage Units option under the Collection submenu on the DINA Homepage.

In the Storage Units page, click on the Create New button.

In the Add Storage Unit page, add any relevant information about your Storage Unit. After doing so, click the Save button on the top right corner of the page.

Check that the information is correct. Note that this can be edited at any time.
If you wish to edit, see the changes, or delete the storage, you can do so through the buttons on the top right corner of the page as long as the Storage Unit has no child in the hierarchy.

The created Storage Unit can now be accessed through the list page.

To access the sample from the DINA Homepage, click on Material Samples from the Collection submenu

If not immediately seen in the list page, the user can search for the sample using queries in the Material Samples page.

The user will then be given results based on the search parameters they have given. Click on the sample you wish to link to an event.

In the chosen sample’s view page, click on the Edit button.

Activate the Storage component by clicking on the button corresponding to it.

The user can now choose to create a new Storage Unit or attach the sample to an already existing one.

Once done, click on the Save button on the right hand corner of the page. This will successfully link a Material Sample to the intended Storage Unit and will be reflected in the sample’s and the storage’s view pages.

On the left side of the DINA Homepage, click the Material Samples option under the Collection submenu

In the Material Samples page, choose the samples you want to edit by clicking the checkbox next to each sample. You can also select all samples currently shown by clicking the checkbox at the top of the list.
After selecting the samples, click the Edit Selected button just above the table on the right hand side of the page.

In the Bulk Edit page, you can edit the fields you want to change. After making your changes, click the Save All button on the top right corner of the page.

In the DINA Homepage, click on the Upload Workbook option under the Collection submenu.

In the Upload Workbook page, the user can either drag and drop the Excel file (.xlsx or .csv) to be uploaded or click on the designated space to select the file from the system through a dialog box.

After selecting the file, the user can click on the Submit button on the right hand side of the screen.

In the next screen, the user is given a preview of the Sheet to be uploaded. On the top section of the page, the user is able to select the Sheet to be uploaded from the Excel file and the group the samples would belong to in DINA.

By default, the uploader reads the header column of the workbook as the fields for each sample in DINA. The user can map the fields from the Excel sheet to the fields in DINA by selecting the appropriate field from the dropdown list.

Once the mapping is done, click the Save button at the top right corner of the page to begin the upload process.
This may take some time depending on how many samples are being uploaded.

After the upload is complete, the user will be notified and will be given an option to upload a new workbook or view the uploaded samples.

At this stage, the user will be able to view all uploaded samples in the Material Samples list page.

In the DINA Homepage, under the Agents submenu, click on the Persons option.

In the Persons page, click on the Create New button.

In the Add Person page, add any relevant information about your Collection. After doing so, click the Save button on the top right corner of the page.

Check that the information is correct. Note that this can be edited at any time.
If you wish to edit or delete the person, you can do so through the buttons on the top right corner of the page.

The created Person can now be seen through the Persons page.

To access the sample from the DINA Homepage, click on Material Samples from the Collection submenu

If not immediately seen in the list page, the user can search for the sample using queries in the Material Samples page.

The user will then be given results based on the search parameters they have given. Click on the sample you wish to link to an event.

In the chosen sample’s view page, click on the Edit button.

Activate the Collecting Event component by clicking on the button corresponding to it.

In the Collecting Event component, the user can find the Collecting Agents subsection where they can link the sample to a Collector by selecting them in the dropdown menu of the appropriate field.

Once done, click on the Save button on the right hand corner of the page. This will successfully link a Material Sample to the intended Collector and will be reflected in the sample’s and the collecting event’s view pages.

In the DINA Homepage, click on Transactions under the Transactions submenu

In the Transactions page, click the Create new button

In the Create Transaction page, add any relevant information about the Transaction. After doing so, click the Save button on the top right corner of the page.

Check that the information is correct. Note that this can be edited at any time.
If you wish to edit, see the changes, or delete the transaction, you can do so through the buttons on the top right corner of the page.

The created Transaction can now be accessed through the list page.

In the DINA Homepage, click on Upload Files under the Object Store submenu

In the Upload Files page, "drag and drop" the object from your Desktop to the designated area or click the area to search for the object through a dialog box.

Once the object has been chosen, click the Save button that will appear on the bottom right corner of the designated area.

The user will now be able to input data regarding the file in the Add Metadata page. Once done, click the Save button at the top right corner of the page. The user should now be able to access the uploaded file.

Head back to the DINA Homepage and click on Material Samples under the Collection submenu.

In the Material Samples List page, search for and click the sample the user would like to link the object to.

In the sample’s view page, click on the Edit button.

Scroll to the Material Sample Attachments at the very bottom of the sample’s Edit Page or click on the Material Sample Attachments link on the left side of the page. Once there, click on the Add Attachments button in the Material Sample Attachments section.

In the Attachments page, click on the Attach Existing Objects option and choose the object(s) the user would like to link to the sample and click the Attach Selected button on the right hand side of the page.

The attachment(s) should now be seen in the Material Sample Attachments section of the sample’s Edit Page. Once the user has confirmed that everything is correct, click the Save button on the top right corner of the page.

In the DINA Homepage, click on Material Samples under the Collection submenu.

In the Material Samples List Page, click on the sample the user would like to link an object to.

Once in the sample’s view page, click on the Edit button on the top right corner of the page.

Scroll to the Material Sample Attachments at the very bottom of the sample’s Edit Page or click on the Material Sample Attachments link on the left side of the page. Once there, click on the Add Attachments button in the Material Sample Attachments section.

In the Attachments page, either click on the designated area to search for the object using a dialog box or "drag and drop" a file from your Desktop to the designated area. The user can add however many files they wish.

Once you have added all the files to be linked, click on the Save button that will appear on the bottom right corner of the designatede area.

Fill the relevant data for the uploaded file(s) and click the Save All button on top of the page.

The attachment(s) should now be seen in the Material Sample Attachments section of the sample’s Edit Page. Once the user has confirmed that everything is correct, click the Save button on the top right corner of the page.

On the left side of the DINA Homepage, click the Material Samples option under the Collection submenu

If not immediately seen in the list page, the user can search for the sample to be linked using queries in the Material Samples page.

The user will then be given results based on the search parameters they have given. Click on the sample you wish to link to an event.

In the chosen sample’s view page, click on the Edit button.

In the Edit page, scroll down to the Material Sample Attachments section. Alternatively, the user can also click on the Material Sample Attachments tab under the Data Components section as shown below.

In the Material Sample Attachments section, click the Add Attachments button.

Once in the Attachments page, the user can search for the stored objects they wish to link to the sample or upload new ones.

For our puposes, we will select multiple stored objects already uploaded to link to the sample as shown below. Once selected, click the Attach Selected button on the right hand side.

The selected stored objects will now be seen in the Material Sample Attachments section of the sample’s Edit Page. Once the user has confirmed that everything is correct, click the Save button on the top right corner of the page.

In the DINA Homepage, you can find links for Collection Methods, Preparation Methods, Preparation Types, and Protocols under the Controlled Vocabulary submenu. Click on which option you would like to create.

After choosing, click on the Create New button on the top right corner of the page.

Fill in the Name and Description (in English and/or French) of the method/type/protocol to be added.

Check that the information is correct. Note that this can be edited at any time.
If you wish to edit, see the changes, or delete the created object, you can do so through the buttons on the top right corner of the page.

The created object can now be accessed in the list page.

In the DINA Homepage, under the Controlled Vocabulary submenu, click on the Managed Attributes option.

In the Managed Atributes page, choose what object you would like to make an attribute for (Collection, Object Store, or Transactions).

In the same page, click on the Create New button.

In the Add New Managed Attribute page, fill out relevant data about the new attribute to be added. After doing so, click the Save button on the top right corner of the screen.

Check that the information is correct. Note that this can be edited at any time (except for the Name field).
If you wish to edit or delete the created attribute, you can do so through the buttons on the top right corner of the page.

The created attribute can now be accessed in the list page of the object type it was created for (Collection, Object Store, or Transactions).

In the DINA Homepage, click on Split Configurations under the Configuration submenu.

In the Split Configurations page, click on the Create new button on the top right corner of the page.

In the Add Split Configuration page, enter all configurations the user wants to in regards to splitting the material samples.

Once the user has set the configuration’s name, material sample type, and sample generation configurations, click the Save button on the top right corner of the page. This will make the configuration accessible when doing a Material Sample Split.

Also note that the configuration can be edited at any time.

From the DINA Homepage, click on the Material Samples option under the Collection submenu.

Search for and click on the material sample the user wants to use the Split Configuration on. If the sample has not been created yet, please refer to the Creating Material Sample(s) Section of the guide.

Once the user is in the sample’s view page, click on the Split▾ drop-down button and select which Split Configuration the user wants to use. After doing so, click on Split button below it.

Check that all information is to the user’s desired split. Once the user has done so, click on the Split button on the top right corner of the page.

Now all that’s left to do is edit the Material Samples generated through the split. This step is similar to the creation of material samples as in the Creating Material Sample(s) Section - Step 3 and onwards.

Once everything has been done, click on the Save All button at the top right corner of the page.