Defining Preloads

For groups that are hard-coded into LDMS, you cannot define your own preloads. Preloads for these groups are created by Frontier Science in collaboration with individual group leadership.

New preloads created by Frontier Science are added to LDMS regularly. Laboratories receive these updates when they perform an export. You can create preloads for your own internal groups.

Figure: Define preloads screen. The define preload screen, showing a read-only FSTRF-defined preload.


You cannot create modify and save an existing preload that was created by Frontier Science, nor can you use one as a base for creating a new one. You won't see this message until you click the or button on the LDMS toolbar. New preloads must be derived from ones that you created or simply be new altogether. You can tell if a preload was defined by Frontier Science by looking at the FSTRF Preload check box beneath the preload name.

Creating a new preload

  1. Click Administration > Define Preloads

  2. Enter a name for your preload into the Preload Name field or select a saved preload to be modified as the base for a new preload.

  3. Select the Comments check box and enter a message that will appear to the user when the preload is triggered. This is commonly used for providing instructions on the preload's usage.

  4. In the Criteria section, enter the field values that must be met in Specimen Management for the preload to be triggered. For example, entering the study "14", visit "1", and visit unit "wk" will cause your preload to trigger when that combination is entered. group is required; other fields are optional.

  5. Enter participant enrollment data that will automatically be added into the patient grid when the preload triggers into the Patient Data Auto Fill section.

  6. Click the Add button next to the Primaries fields to add a primary row. Enter the information for the primary just as you would in Specimen Management. Primary, Additive, Volume, and Volume Units are required; other fields are optional.

  7. With a primary selected, click the Add button next to the Aliquots section to add a new aliquot to be derived from that primary.

  8. Click the button to add the new preload.

Figure: Primary and aliquot details windows for preloads. The primary details (left) and aliquot details (right) windows found in the define preloads feature.

The Details for primaries and aliquots are stripped-down versions of the ones you can find in Specimen Management. The most notable feature is that you can automatically mark specimens for shipment and select the intended destination laboratory.

You can modify an existing preload (that you created) by selecting it from the Saved Preloads drop-down, making your changes, and clicking the button from the LDMS toolbar. You can also disable a preload, which will prevent it from being triggered, by selecting the Preload Disabled check box. Preloads can be deleted clicking the button from the LDMS toolbar.