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Configure catalogs

Below you will find an overview of all available catalog types and their configuration.

1. subject types (e.g. patients, donors)

In the Masterdata → Subject types area, you define which types of study participants are managed in your system – e.g. patient, proband, donor, animal model.

Function:

  • Structured classification of cases (subjects)

  • Basis for the organization and evaluation of your studies

  • Selection is made, for example, when creating a new case

Typical examples:

  • Human patient

  • Organ donor

  • Animal

Configuration:
Administration → Catalogs → Master data → Subject types


2. Sample types

Defines the type of sample that is taken and processed – e.g. blood, urine or saliva.

Special feature:
A detailed mask can be assigned to each sample type in order to record specific additional data (e.g. time of collection, condition, additives).

Configuration:
Administration → Catalogs → Samples → Sample types


3. aliquot types

Aliquot types describe the containers in which biomaterials such as plasma or serum are stored.

Important parameters:

  • Name & description (e.g. “Serum 2ml”)

  • Capacity & unit (e.g. 2 ml)

  • Box compatibility – only suitable boxes are available for selection

Benefit:

  • Enables precise warehouse management

  • Ensures that samples are correctly assigned and can be found again later

Configuration:
Administration → Catalogs → Aliquots → Aliquot type


4. Box types

Box types define the size and structure of the storage boxes and specify which sample types may be stored in them.

Configurable elements:

  • Row & column structure (e.g. A-D, 1-5 → results in 4×5 box)

  • Compatible sample types or aliquot types

Function:

  • Used for automatic space allocation during storage

  • Supports a clear warehouse structure

Configuration:
Administration → Catalogs → Aliquots → Box type


5. standard catalogs

Here you can manage medical or project-specific catalogs such as:

  • Diagnoses

  • Symptoms

  • Laboratory parameters

  • Medication

  • Own user-defined catalogs

Use:

  • These catalogs are integrated into input masks, e.g. when recording clinical data in projects.

Configuration:
Administration → Catalogs → Standard catalogs

A video on this topic explains the steps clearly.

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