Trial Manager - Trials

Trial manager is designed to provide management, curation, and visualisation tools for trials so that they can be used in KDSmart for scoring and also so data can be curated before being uploaded to KDDart. This section provides more information on trials including how to create and manage them in Trial Manager.


Trials Tab
Trials Tab (select to zoom)


What is a Trial?

Trial is the general term that is used in KDDart to refer to studies, experiments, nurseries, projects ,etc. A trial will contains traits that are used to record data and possibly also tags. More information on traits and tags can be found on the Trait and Tag pages

Generally a trial is created in KDXplore or KDManage, transferred to KDSmart for scoring in the field, and then transferred back to KDXplore for data curation, and finally uploaded into KDDart.


Trial Details

Each trial contains a set of details that define its characteristics. The following table lists the details of a trial (from KDDart) that are displayed in the Trait Details Panel. The details outlined in green in the image below are details related to KDDart.


Trial Details
Trial Details (select to zoom)



Trial Management

Trials in Trial Manager are managed from the Trials Tab which is outlined in the Trial Manager - Overview page. The following actions can be performed in the Trials Tab.

  • Create new trials;
  • Edit trials;
  • Delete trials;
  • Bundle trials;
  • Import trials from a CSV or KDX file; and
  • Export selected traits to a CSV or KDX file.


Creating a New Trial

Creating a new trial in Trial Manager will result in an empty trial with no traits or tags to score with, and with default trial details.


Creating an Empty Trial
Creating an Empty Trial (select to zoom)


Creating an Empty Trial
Step Action
1. From the TrialsTab, select the add_btn Add Button and then the Add Trial option to open the Add Empty Trial Window (as seen in circle1).
2. Enter a trial name such as Maize Trial in the above image.
3. To create the field, enter the number of plots that will be created on the x and y axes.
4. Select the Save Button to finalise creation of the trial and it will appear in the list of trials in the Trials Tab.


Adding Traits to a Trial

Once a an empty trial has been created, it will need to have traits added to it. Please note that this same method works for when traits need to be added to previously created trials as well. The example below is the addition of traits to the empty Maize Trial that was created in the guide in the section above.


Adding Traits to a Trial
Adding Traits to a Trial (select to zoom)


Adding Traits to a Trial
Step Action
1. Select a trial from the Trials Panel to add traits to. The Maize Trial from the image above has no traits so the Uses Traits Panel is empty.
2. Select the add_btn Add Traits Button from the Used Traits Panel. This will open the Add Traits Window as seen at circle1.
3. The Add Traits Window contains all traits that are available in Trial Manager. The Instances Column shows how many instances of that trait have already been created for the trial. Select one of the column headings such as Unit to reorder the traits list.
4. Double-click any cell in the Create Column to allow editing of the number of instances to be created for the corresponding trait (such as for the Moi pct STD trait in the example above).
5. Once all traits have been added, select the Confirm Button to finalise the addition of the traits to the trial. They will now appear in the Uses Traits Panel and the Measurement By Source Panel.

Note

Trials can also be imported. See the Trial Manager - Data Transfer and Trial Manager - Import, Export, & Backup pages for more information.


Removing Traits From a Trial

Traits can also be removed from a trial.


Removing Traits From a Trial
Removing Traits From a Trial (select to zoom)


Removing Traits From a Trial
Step Action
1. Select a trial from the Trials Panel so that its traits are listed in the Uses Traits Panel.
2. In the Uses Traits Panel, select the trait to be removed from the trial.
3. Select the minus_gold_btn Remove Traits Button to remove the trait.

Note

Removing a trait from a trial will not delete the trait from Trial Manager.


Editing Trial Attributes

Trials that have been imported or created within Trial Manager can be edited to change details or add/remove traits. This section outlines how to change the details of trials.


Editing Trials
Editing Trials (select to zoom)


Editing Trials
Step Action
1. Select a trial in the Trials Panel to be edited. It’s attributes will be displayed in the Trial Details Panel.
2. All of the attributes in blue font can be edited. Select one of the attributes and then select the Edit Button (at circle1).
3. Depending on the data type of the attribute, the Edit Button will allow for editing the value with a dropdown menu (such as the example in the image), calendar, or text field. For a text field, press the enter key to confirm the changes.


Deleting Trials

Trials can be deleted from Trial Manager


Deleting Trials
Deleting Trials (select to zoom)


Deleting Trials
Step Action
1. Select a trial in the Trials Panel to be deleted.
2. Select the delete_btn Delete Button and then the Remove Trial option to delete the trial.


Trial Bundle Management

Trials can be grouped into bundles to assist with management. Trial bundles can be created in Trial Manager and imported/exported from other devices as well. There will always be a bundle that is automatically created called All Trials.


Creating Trial Bundles

The steps below are an example of how to create a new trial bundle:


Creating Trial Bundles
Creating Trial Bundles (select to zoom)


Creating Trial Bundles
Step Action
1. Select the add_btn Add Button from the Trials Panel and choose the Add Trial Bundle option to open the Add/Edit Trial Bundle Window as pictured above.
2. To add a trial to the new bundle, either double-click a trial or select it with a single-click then select the arrow_right_btn Add To Bundle Button. Click+drag, shift+click, or ctrl+click to select multiple trials.
3. Enter a name for the bundle in the field at circle1.
4. Ensure that all necessary trials have been added and then select the Save Button.


Editing Trial Bundles

Trial bundles can also be edited to change the bundle name and add or remove trials from the bundle.


Editing Trial Bundles
Editing Trial Bundles (select to zoom)


Editing Trial Bundles
Step Action
1. From the Trials Panel, select a trial bundle to be edited and then select the edit_btn Edit Button. This will open the Add/Edit Trial Bundle Window
2. To remove trials from a bundle, select one or more trials from the bundle (listed in the Trials In Bundle Panel) to be deleted and select the backspace_btn Remove Button to confirm the edit.
3. More trials can also be added to the bundle. To add trials, select one or more trials from the Trials From Bundle Panel and then the arrow_right_btn Add To Bundle Button to confirm the edit.


Deleting Trial Bundles

Trial bundles that are not needed can be deleted from Trial Manager in a similar way to deleting individual trials.


Deleting Trial Bundles
Deleting Trial Bundles (select to zoom)


Deleting Trial Bundles
Step Action
1. From the Trials Panel, select a trial bundle to be deleted and select the delete_btn Delete Button (as in the above image).
2. Select the Delete Trial Bundles option.
3. There will be a confirmation dialogue which will ask for confirmation to delete the selected trial/s, either select the Yes Button to confirm the deletion or the No Button to cancel deletion of the bundle.