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Physical Sample Management Training

Typeofsamples

RockOutcrop

SoilCore

Coral

RockCore

Module:RockOutcrop

EarthCube – iSamples Sample Management Training Module

EarthCube – iSamples Sample Management Training Module

RockOutcrop Collec1on Processing Management

PartIRockOutcropSampleCollec:on

EarthCube – iSamples Sample Management Training Module

RockOutcrop Collec1on Processing Management

RockOutcropSampleCollec:onOutlineofthissec:on:

I.  Ra1onaleforsampling•  Whatareyourfieldobjec1ves?•  Whatabout“old”samples?

II.  Protocolforsamplecollec1on•  Collec1ngthesample•  Collec1ngtherightinforma1on•  Incorpora1ngexis1ngsamples

(“previouslycollected”)

III.  ProtocolforSampleInforma1onSynthesis•  PreparingforIGSNRegistra1on

EarthCube – iSamples Sample Management Training Module

RockOutcrop Collec1on Processing Management

I.Ra:onaleforsampling:“FieldBased”metamorphicpetrologyandtectonicsstudiesgo

throughseveralstagesofplanningbeforefieldworkcommences.Thereareseveraltypesoffieldcampaignsthatyieldsamples:

1.  ReconnaissanceFieldSampling

2.  TargetedFieldSampling

3.  Acquisi1onofsamplesfromcollaborators/othersources(fieldworkdonebyothers).

EarthCube – iSamples Sample Management Training Module

RockOutcrop Collec1on Processing Management

ReconnaissanceFieldSampling: unmappedorlarge-scalemappedareas

•  Samplestoberepresenta1veofdifferentlithologies,•  maybemixedintermsofcollec1onpurposeandtypeof

deriva1vedata•  Collec1onismoreforcoverageandregionalgeologic

interpreta1on,ortorepresentimportantfieldrela1onships.Forexample,igneousintrusionsmaybesampled,unconformablesedimentaryrocks,andperhapsmetamorphicrocksofdifferentprotoliths/composi;ons,thoughthesecouldbelessusefulinstudiesofspecificmetamorphicprocessescondi;ons.

EarthCube – iSamples Sample Management Training Module

RockOutcrop Collec1on Processing Management

ReconnaissanceFieldSampling: Alargevaria1onofsampledensityandsizeofasuiteispossibleinsuchascenario,oZenreflec1ng:(1) costsofsampleprocessing(2) payloadconstraints(3) viabilityofperformingusefulanalyses(4) personalpreference/philosophy

•  Itispossible/likelythat“targeted”fieldsamplingtypestudycanbeperformedorderivedfromasubsetofsuchareconnaissancemapping/survey.Ifsamplesuitesize/densitypermi]edsamplinglithologiesdeemedusefulforspecificpurposes(keyfieldrela1onshipsorrepresenta1vecomposi1on,mineralogy,metamorphicgrade)meaningthistypeoffieldcampaigncanservemul1plepurposes.

EarthCube – iSamples Sample Management Training Module

RockOutcrop Collec1on Processing Management

Targetedfieldsamplingofpreviouslymappedareas:•  Thistypeoffieldsurveytypicallyisfocusedonanareathathas

previouslyhaddetailedmappingandlikelysamplingperformed•  Sampledensityislikelyhighlyvariablebecausespecific

lithologiesorfieldrela1onshipsaretargetedandsampledingreaterdensity

•  Sampledensitys1llmustdependinparton:(1) costsofsampleprocessing(2) payloadconstraints(3) viabilityofperformingusefulanalyses(4) personalpreference/philosophy•  Thissamplingmaybecombinedwith

detailedmappingatveryfinescalestorepresentfieldrela1onships.

EarthCube – iSamples Sample Management Training Module

RockOutcrop Collec1on Processing Management

Studentconsidera:ons:Iden1fythetypeoffieldworktheyareperformingandconsiderwhysamplesaretobecollected.•  Willtherebeaspecificques1onguidingfieldworkorwillamore

broadques1onofregionalgeologybethefocus?•  Thismaybethebestwayofconsideringappropriatesample

density,andbasicallyhowtobudget1meinthefield—amajorchallengefornew(andexperienced)geologists.

EarthCube – iSamples Sample Management Training Module

RockOutcrop Collec1on Processing Management

Studentconsidera:onsforundergraduatestudents:•  itislikelythatfieldworkisinpartalearningexperience

whereac1veresearchiscombinedwitheduca1onallearningac1vi1es:learningtomakemeasurements,sketches,interpreta1ons,etc.

•  Inthissitua1on,itisimportanttobeawareofwhataspectsofthefieldworkaremostcri1caltotheresearchprojectanditsgoals/purpose.

EarthCube – iSamples Sample Management Training Module

RockOutcrop Collec1on Processing Management

II.ProtocolforSampling:1.  Chooseasamplenamingprotocolforyourownorganiza1on.

Consideranamingschemethatmakessensetoothers.Thisislargelyapersonalpreference,butitisworthplanningahead.

2.  Iden1fythesamplingsite.Keyconsidera1onsinclude:a.  Coverage:areyouinaloca1onthat

wouldhavesignificanceinyourstudyarea?

b.  Rocktype:Canyoureasonablyiden1fywhatyouwillsampleandisitappropriateforfurtheranalysis(isthereanintendedpurpose)?

c.  Availabilityofasample:canyouactuallycollectanin-placesamplehere?

EarthCube – iSamples Sample Management Training Module

RockOutcrop Collec1on Processing Management

ProtocolforSampling:(con:nued)3.Recordnotesaboutwhere,bywhom,andwhensamplingwasperformed.•  Alsohelpfulisinforma1onaboutotherfeaturesthatwouldaid

someonetofindthisexactsite(trees,paths,roadnames,buildings,etc.)

•  UseaGPSforthespecificsamplingloca1on(within1meter).RecordLa1tude/Longitudeinnotes(inaddi1ontoyourGPSdevice--Itisbesttohaveawri]enbackup).

•  Measureandrecordanystructuraldatatoassociatewiththesample.

EarthCube – iSamples Sample Management Training Module

RockOutcrop Collec1on Processing Management

ProtocolforSampling:(con:nued)4.Photographthesamplesite,keepingnotesaboutthefilenameforthephotos.Besuretoincludearepresenta1onofscale.Ifyouhaveaddi1onalphotos/observa1onsfromthesamesiteyousample,recordtheseaswellinthesameplace.

Bluerockhammeris~20inchesinlength.

EarthCube – iSamples Sample Management Training Module

RockOutcrop Collec1on Processing Management

ProtocolforSampling:(con:nued)5.Ifyouareinterestedinmicrostructures,followstepstocollectanorientedsample.6.Carefullybreakoffanintactrocksample.Assesswhethertheremovedsamplemeetsyourcriteriaforaviablesample.Ifpossible,returnthesampletoitsoriginalsite/orienta1onandphotographitinplace.Thisispar1cularlyimportantifthesamplerepresentsanykeyfieldrela1onships(youmaynotknowatthispoint,soallthebe]ertobeprepared).

EarthCube – iSamples Sample Management Training Module

RockOutcrop Collec1on Processing Management

Awordaboutfloatsampling:Floatistobeavoidedasonecan’tbecertainitisinplace.!  Theonly1mestoconsiderfloatsamplingwouldbe:

•  Floatexactlymatchestheadjacentoutcropintermsoflithologyandyouwouldnotbeabletosampletheoutcropforotherreasons.

•  Floatrockspresentanopportunitytostudyaprocessthatisnotrepresentedinoutcrop,andisdecoupledfromregional/localgeology.

•  Floatrepresentstheonly“exposed”rockinanareaofsignificantreliefthatwasnotlikelyglaciatedormodifiedbyhumans.

EarthCube – iSamples Sample Management Training Module

RockOutcrop Collec1on Processing Management

ProtocolforSampling:(con:nued)7.Labelthesamplewithyourchosensamplenumber,in2ormoreplacesusingablueormetallicsharpie(thesearemorevisibleonearth-tonedrocks,especiallywhenwet—avoidblacksharpie).8.Modifyyoursamplingnotestoreflectthesamplesyoucollectandactuallykeep.IfyoudiscardsamplesaZernamingthem,donotgobacktofillinnumbersinyournamingscheme(therewillalwaysbesamplesthatdonotsurvivethroughcollec1on,processing,archive,etc.)Thiswayyourincrementalsamplenumberschemewillbeachronologicalorderaswell.

EarthCube – iSamples Sample Management Training Module

RockOutcrop Collec1on Processing Management

ProtocolforSampling:(con:nued)PreviouslyCollectedSamplesAcquisi1onfromotherInves1gatororCollaborator•  Fieldworkperformedinthepast,samplessharedwith

documenta1on•  Sampleinforma1onmaybethorough/completeormore

likelypar1al(duetodifferentsamplingprotocolormanagementphilosophy)

ProtocolforIncorpora:ngsampleseffec:velyintoworkflow:•  Gatherallsampleinforma1on.Considerwhatispreserved/

availableandwhatmaytakeeffort/1metoobtain.•  ArethesamplesalreadyregisteredwithIGSN’s?Ifso,request

anddownloadsampleinforma1on.•  Otherwise,preparesampleinforma1onforuploadtocreate

IGSN’sforthesesamples.

EarthCube – iSamples Sample Management Training Module

RockOutcrop Collec1on Processing Management

III.ProtocolforSampleInforma:onSynthesis:1.Beginningwithyoursampleinforma1onspreadsheetfromthefield,copytheworksheettoanewsheetandmodifythecolumnheaderstobereadbytheIGSNsystem.Besurethefollowingcolumnsareincluded(somerequiredbySESAR):

SampleNameCollectorLa1tudeLongitudeCollec1onDateCommentRockType

"fieldname(informalclassifica1on)State/ProvinceLocalityLoca1onDescrip1onCountry

MetamorphicGrade"Comment

PresentSampleLoca1on"CurrentArchive

AddnecessarycolumnsforIGSN(consulttheSESARQuickGuide):Naviga1onType=GPSSub-ObjectType=SpecimenCollec1ondateprecision=dayClassifica1on=MetamorphicMaterial=Rock

EarthCube – iSamples Sample Management Training Module

RockOutcrop Collec1on Processing Management

III.ProtocolforSampleInforma:onSynthesis:2.DownloadaBatchRegistra1onTemplatefromSESAR,whichcontainsnecessaryformamng.Pasteallinforma1onintoSESARforma]edspreadsheetforupload.•  Choosepublicsamples•  Giveyourselfaweekbeforesamplesappearinsearches•  Choosethefieldsaslistedabove

Note:Ifsampleinforma1onistobeuploadedtoanotherdatabasesystemsuchasMetPetDB,consideracommonformatforconsistentsamplemetadata.

EarthCube – iSamples Sample Management Training Module

RockOutcrop Collec1on Processing Management

III.ProtocolforSampleInforma:onSynthesis:Checkwithyoursupervisorastowhichaccountwillbetheownerofthesampleinforma1on.Obtainaloginfortheowneraccountorclarifywhetheryoushoulduseapersonallogin(andperhapstransferownershiptoyoursupervisor—seeSESARdocumenta1on).3.Withacompleted/savedbatchuploadfile,logintotheappropriateSESARaccount.4.Correctanyerrorsinthepreviewsystemanddownloadtheupdatedfiletoremaincurrent.Makethisfileaworksheetinthespreadsheetofyoursampleinforma1onandfielddata.

EarthCube – iSamples Sample Management Training Module

RockOutcrop Collec1on Processing Management

III.ProtocolforSampleInforma:onSynthesis:5.OnceIGSN’sareassignedforeachsample,updatethefieldsampledataspreadsheetforthisbatchwithIGSN’s.6.PrintQRCodes1ckersfortheregisteredsamplesfromSESAR.7.Preparethesampledataspreadsheettouploadsampleinforma1on(includingIGSN)toMetPetDB,thedatabaseforMetamorphicPetrology:www.metpetdb.rpi.edu8.Forinforma1onaboutpreparingsampledataforMetPetDB,seetheuserhelpinforma1on.

EarthCube – iSamples Sample Management Training Module

RockOutcrop Collec1on Processing Management

""PuJngNewSamplesawayinthelab:IGSNandMetPetDBregisteredsamplesshouldnext:•  moveontothesampleprocessing(ThinSec1ons)step.

or

•  bestoredinthesamplecabinetswithpreparedziplockbagsandIGSNQRcodes1ckersortags.

IGSN: BWH000001Name: EH01AKA: Collection Start Date:2009-07-09

EarthCube – iSamples Sample Management Training Module

RockOutcrop Collec1on Processing Management

PartIIRockOutcropSampleProcessing

EarthCube – iSamples Sample Management Training Module

RockOutcropSampleProcessingOutlineofthissec:on:

I.  Ra1onaleforprocessing•  Whatareyourobjec1ves?•  Whatwillbedonewithyoursamples?

II.  Protocolforsampleprocessing•  Preparingthesampleforthinsec1ons•  Preparingthesampleforrockchiporgrain

moun1ng•  Preparingthesampleformineralseparates

RockOutcrop Collec1on Processing Management

EarthCube – iSamples Sample Management Training Module

I.Ra:onaleforsampleprocessing:Samplesacquired/collectedinthefieldshouldbecategorizedby

thetypeofdatatobeacquiredfromthem.Beforebeginningsampleprocessing,samplesshouldbepriori1zedas1meandcostconstraintsoncontractedexternallabworkmaybelimi1ng.

1.  PreparingThinSec1ons

2.  Preparingchip/grainmounts

3.  Preparingmineralseparatestoeventuallybemountedforanalysis.

RockOutcrop Collec1on Processing Management

EarthCube – iSamples Sample Management Training Module

RockOutcrop Collec1on Processing Management

II.ProtocolforSampleProcessing:ThinSec:ons•  Samplestobeprocessedforthinsec1onsareremovedfromthesamplecabinetsandplacedontherockcart.

1.  Beforecumngsamples,preparealabeledziplockbagwithsamplenumberandits’IGSNs1ckera]ached.

•  Putallderiva1vepiecesofsampleinthisbagunlesstheyarethinsec1ons,mounts,orseparates.

IGSN: BWH000001Name: EH01AKA: Collection Start Date:2009-07-09

EarthCube – iSamples Sample Management Training Module

RockOutcrop Collec1on Processing Management

Processingrockoutcropsamples:ThinSec:ons•  Chooseathin-sec1onorienta1onforcumngaslabfromyoursample.Typicallyalinea1on-parallel,folia1on-normalcutispreferred.2.  Drawtheplanarintersec1onalong

thesurfaceofyoursample.Besureyouaremakingaslargeaslabaspossible.

3.  Cutslabusingauto-feedingsawor1lesaw.

4.  Soakinsoapywatertoremoveanycumngoil.

5.  Dryinwarmoven(~60ºC).

EarthCube – iSamples Sample Management Training Module

RockOutcrop Collec1on Processing Management

Processingrockoutcropsamples:ThinSec:ons

6.  Scanwetslabonflatbedscanner,ataminimumof600dpi.•  Becarefulwithwateronthe

scanner,dabanyexcesswaterandcleantheglassplatenaZeruse.

7.  Chooseandmarkthinsec1onloca1on.Documentthisloca1ononslabscanimages.

Detailedslabscan.Scalebaris2cm

EarthCube – iSamples Sample Management Training Module

RockOutcrop Collec1on Processing Management

Processingrockoutcropsamples:ThinSec:ons

8.  Trimslabtodesiredbilletforthinsec1on.SavealltrimmedpiecestoreturntothesamplebagwithIGSNlabel.

Slabisreadyfortrimmingtobillet.

9.  Labeldrybilletonbacksidewithblue

Sharpie.Usethinsec1onnamingconven1on:“SampleNumber”+a,b,c…

EarthCube – iSamples Sample Management Training Module

RockOutcrop Collec1on Processing Management

PartIIIRockOutcropSampleManagement

EarthCube – iSamples Sample Management Training Module

RockOutcrop Collec1on Processing Management

Processingrockoutcropsamples:ThinSec:ons

10. Choosesetofbilletsforthinsec1onprocessing.Compilealistonathinsec1ons(tracking)worksheetinyoursamplemanagementspreadsheetfileforthissamplesuite.

11. Carefullywrapbillets,boxthemwithalotofbubblewrap,andshipoutforthinsec1onprepara1on.

EarthCube – iSamples Sample Management Training Module

RockOutcropSampleManagementOutlineofthissec:on:

I.  Ra1onaleforsamplemanagement•  Whatareyourobjec1ves?•  Howwillsamplesandsampleinforma1onbe

properlymanaged?

II.  Protocolforsamplemanagement•  SampleAc:vityCodes•  Storageofthinsec1onsandothersample

materialforinac1vesuites•  Localarchivingofinac1vesamplesuites•  Samplesfromthecollec1onthatareoff-site

RockOutcrop Collec1on Processing Management

EarthCube – iSamples Sample Management Training Module

I.  Ra:onaleforsamplemanagementStatementofPhilosophy:

Physical samples are the basis for field-based geologic and petrologic study. To the investigator, samples represent the ability to make laboratory observations that are impossible in situ, and they should be treated as the sensitive “currency” of geology.

Time and effort managing a growing collection of samples means preserving this currency, and investing in its potential in the future. As much as scientific inquiry is built upon the past discoveries in our field, our investigative power is greatly strengthened by being able to return to the original source of our detailed analyses—our samples. With the swift advance of analytical power it should be clear that the future holds new ways of exploring information stored in our sample collections.

Samples collected as part of publicly funded research belong, in part to the public, and therefore should be ultimately available.

RockOutcrop Collec1on Processing Management

EarthCube – iSamples Sample Management Training Module

I.  Ra:onaleforsamplemanagement:

Whatareyoursamplemanagementobjec1ves?•  Helpourownresearchteam/collaboratorsbemoreefficientin

dealingwithsamples,fromcollec1on,throughanalysis,publica1on,andarchiving

•  Makeoursamplecollec1onaccessible.•  Trackandlocatesamplesandsubsamples(onsiteandoffsite)at

differentstagesofuse.•  Ul1mately,topreservetheusefulnessofagivensample,

par1cularlyforapplica1onsthatmaynothavebeenconsidered.

RockOutcrop Collec1on Processing Management

EarthCube – iSamples Sample Management Training Module

I.  Ra:onaleforsamplemanagement:

Howwillsamplesandsampleinforma1onbeproperlymanaged?•  AsamplemanagementprotocolispresentedforRockOutcrop

samples.•  Samplesenteringthelabworkflowwillfollowtheprotocolsfor•  Samplecollec1onanddocumenta1on•  Sampleprocessing(preparingforandperforminganalysis)•  Samplemanagement(storing,trackingandarchiving)

RockOutcrop Collec1on Processing Management

EarthCube – iSamples Sample Management Training Module

II.ProtocolforSampleManagementAllsamplesinthelabaremanagedwithansimpleac1vitycode.Ac:vityCodes:1.  Cut2.  Examine3.  Analyze4.  Store5.  Archive6.  Teaching7.  Out

Ac1vitycodingforprocessedsamplescanbetrackedontheIGSNQRcodeprintoutstoredwiththehandsample.

RockOutcrop Collec1on Processing Management

EarthCube – iSamples Sample Management Training Module

II.ProtocolforSampleManagement

Ac1vityCodeExplana1ons:•  Cut:SamplesareintheprocessofbeingregisteredwithIGSN’s

andcuttopreparethinsec1onsorothersubsamples.Thisincludessampleswithslabsbeingscannedoranysamplenotyethavingathinsec1on.

RockOutcrop Collec1on Processing Management

EarthCube – iSamples Sample Management Training Module

Ac1vityCodeExplana1ons:•  Examine:Samplesnowhaveatleastonethinsec1onprepared

andarebeingexaminedpetrographicallybuthavenothadanyanalysesperformed.•  Thesesamplesexistas(1)thecutpiecesofthehand

sampleorcore,plus(2)athinsec1on(s)storedinlabthinsec1onboxeswiththeircollectedbatch.

RockOutcrop Collec1on Processing Management

RR14-12a

EarthCube – iSamples Sample Management Training Module

Ac1vityCodeExplana1ons:•  Analyze:Sampleshaveatleastonethinsec1onpreparedand

arebeingorhavebeenanalyzedbygeochemicaltechniques(e.g.electronmicroprobe,SEM,LA-ICPMS).

RockOutcrop Collec1on Processing Management

•  Polishedthinsec1onsmaybecarboncoatedandshouldbestoredwithotherAnalyzeSamplesthataretobebroughttotheexternallab.

•  Analyzesamplesmaybearrangedbysuitebutareseparatedfromthefullsuitesatthisstageforanalysis

EarthCube – iSamples Sample Management Training Module

Ac1vityCodeExplana1ons:•  Store:WorkisconsideredcompleteonStoresamples.•  Thinsec1onsarecompiledforthecompletesuite,including

sec1onsthatwereanalyzed.•  Thesamplematerialisinventoriedandcondensedinthe

labeleddrawersinthestoragecabinets.•  Storageisconsideredlong-termun1larchivingisnecessary

becauseofspaceissues.

RockOutcrop Collec1on Processing Management

EarthCube – iSamples Sample Management Training Module

Ac1vityCodeExplana1ons:•  Archivesamplesaretobeboxedandmovedfromstorage

cabinetstoalongtermloca1on.•  Thesesamplesarecollec1onsmanagedbythelocal

department.ThePIisnolongerac1velydoingresearch.•  Archivesamplesshallberemainlabeledandbaggedjustas

Storesamplesare,butwillbeboxedassuites.•  Boxedsuitesshouldincludeasampleinventorylistand

printedsheetofIGSNQRcodes.

RockOutcrop Collec1on Processing Management

EarthCube – iSamples Sample Management Training Module

Ac1vityCodeExplana1ons:•  Teachingsamplesaretreatedandstoredseparatelyfromother

samples,inteachingcollec1onsunless•  Thesesamplesarecollec1onsmanagedbythelocal

department.Theyshouldnotbemanagedbyanyonebutinstructors.

•  TeachingsamplesmayservetwopurposesandmayalsobeArchiveorStoresamplesremovedfromtheirrespec1vesuitesandmanagedasTeachingsamples.Inthiscase,specialnotesshouldbemadeintheArchiveorStoresampleinventories.

RockOutcrop Collec1on Processing Management

EarthCube – iSamples Sample Management Training Module

Ac1vityCodeExplana1ons:•  Outsamplesarenotpresentlyin

thecollec1onsthoughtheyares1llconsideredpartoftheirrespec1vesuites.SamplesmaybesentOutfordifferentreasons,butshouldbe:•  Listedasoutonthewhiteboard

iftheycomefromExamineorAnalyzesuites.

•  NotedonsampleinventorysheetsiftheyareoutfromStoreorArchivesuites.

RockOutcrop Collec1on Processing Management

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