Trial Manager - Overview¶

Trial Manager is a KDXplore plug-in that enables users to manage trials, traits, and tags. There are also tools for creating barcodes and connecting to the KDDart Database. Trial Manager can connect to KDSmart devices for data transfers, even without the access to internet. The purpose of this overview page is to outline some of the most important UI elements of Trial Manager.

Trial Manager Main Window¶

The Trial Manager Main Window contains three main tabs for trials, traits, and tags. The image below is of the KDXplore Main Window and is opened to the Trials Tab. Each tab contains different tools for the management of data and the following sections will outline what can be done in each tab.

Trials Tab¶

The Trials Tab contains all information for each trial in Trial Manager, along with tools for the management of these trials. The image and list below provides information on the most important elements of the Trials Tab:

Main Elements of the Trials Tab¶
Item	UI Element	Description
	Trials Tab	Displays all trials currently in Trial Manager and provides tools to manage these trials.
	Trials Panel	Lists the trials available within Trial Manager. Selecting a trial in this panel will display its information in the other panels.
	Trial Details Panel	Displays trial details for the selected trial.
	Uses Traits Panel	Lists the traits that are used in the selected trial.
	Measurements Panel	Lists the measurements in the trial by the source i.e. which KDSmart device was used to take the trait measurements.

Trials Panel¶

The Trials Panel is the primary interface for managing trials in Trial Manager. It lists all trials currently available in KDXplore, and provides options for importing, editing, organising, and deleting trials.

UI Elements of the Trials Panel¶
UI Element	Description
Trials Tab	This tab being highlighted indicates that it is currently selected.
Import Button	Provides options for importing new trials.
Add Button	Create a new trial or trial bundle.
Edit Bundle Button	Edit any selected trial bundle including adding or removing trials from that bundle.
Delete Button	Delete trials from KDXplore and shift-click to delete the trial’s traits as well. Please note that trials imported from KDDart will not be deleted from the online database but only from KDXplore’s offline database.
Filter Button	Opens a search field where text can be entered to filter trials.
Trial Grouping Button	Provides grouping options to organise trials.

Trial Details Panel¶

Trial details are presented when a trial in the Trials Panel is selected. The details that are presented will be different depending on the source of the trial such as from the KDDart Database, a local file, or from KDSmart.

Trial Details of a Trial from KDSmart (select to zoom)

Trial Details of a Trial from KDDart (select to zoom)

UI Elements of the Trial Details Panel¶
UI Element	Description
Trial Info Button	Refreshes trial information from KDDart.
Seed Button	Opens the Seed Preparation Wizard for preparing seeds for planting.
Edit Current Trial Button	Opens the Curation Window to curate data collected for the trial.
Upload Button	Upload the trial to KDDart.
Harvest Button	Opens the Harvest Wizard for harvesting specimens.
Barcode Button	Provides options to generate barcodes and download them in CSVs. These CSV files are used to generate scannable barcodes for plots, sub-plots, and traits.
Edit Button	This button has no icon but is the disabled button in the top-right corner of the above two images. It allows users to edit some values of the trial details such as the trial name or planting date. If the value in the attribute column in blue then the value in that row is editable in KDXplore.

Note

Please note that the Seed Preparation Wizard and the Harvest Wizard are still in an alpha state.

Uses Traits Panel¶

The Uses Traits Panel lists the traits within a selected trial and further information on each trait including the trait descriptions and data validation rules.

UI Elements of the Uses Traits Panel¶
UI Element	Description
Trait Order Button	Opens the Change Scoring Order Window where users can choose the order that these traits are scored in the field.
Add Traits Button	Opens the Add Traits Window where any available traits on KDXplore can be added to the trial.
Remove Traits Button	Removes the selected trait from the trial. Multiple traits can be selected for removal at the same time.
Refresh Button	Refreshes trait and trial data of the trial.

Measurements Panel¶

The Measurements Panel provides information on the collected samples of a trial. The example of the image below contains three sets of samples: the Curated Column with a fraction and percentage of the plots that have been curated for that trait; the For Scoring Column is a scoring set that has been created for export to KDSmart; and the Galaxy S6 Column is the scored samples that have been imported from KDSmart.

Both traits (rows) and datasets (columns) can be selected for further actions such as in the example below.

UI Elements of the Measurements Panel¶
UI Element	Description
Remove Traits Button	Remove any selected traits from the trial.
Export Button	Opens the Export Samples Window to export the selected samples or traits for a trial. Any scoring set can be exported to KDSmart for scoring.
Add Scoring Set Button	Choose traits to create a scoring set.
Delete Collected Samples Button	Delete collected samples (the selected column).

Traits Tab¶

The Traits Tab contains all information for each trait in Trial Manager, along with tools for the management of these traits. The image and list below provides information on the most important elements of the Traits Tab:

Main Elements of the Traits Tab¶
Item	UI Element	Description
	Traits Tab	Displays all traits currently in Trial Manager and provides tools to manage these traits.
	Traits Panel	Lists the traits and trait bundles available in Trial Manager.
	Used by Trials Panel	Lists all of the trials that contain the selected trait.
	Details Panel	Lists the details of the currently selected trait including the trait name, alias, and level (plot or sub-plot level).

Traits Panel¶

The Traits Panel is the primary interface for managing traits in Trial Manager. It lists all traits currently available in KDXplore, and provides options for importing, editing, organising, and deleting traits.

UI Elements of the Traits Panel¶
UI Element	Description
Traits Tab	This tab being highlighted indicated that it is currently selected
Import Button	Provides options for importing new traits.
Barcode Button	Provides options for generating and printing barcodes
Add Button	Create a new trait or trait bundle.
Edit Bundle Button	Edit any selected trait bundle including adding or removing traits from that bundle.
Upload Button	Upload the trait to KDDart.
Export Button	Export selected traits to a CSV file. A window will open which will provide these options.
Lock Button	Locks and unlocks editing for traits. Locking traits ensures that they cannot be changed after being used.
Refresh Button	Refreshes any changes made to trait data.
Filter Button	Opens a search field where text can be entered to filter traits.
Delete Button	Delete traits or trait bundles from KDXplore.

Used by Trials Panel¶

The Used by Trials Panel displays the trial names that any selected trait is used in, along with the trial acronyms and planting date.

Details Panel¶

The Details Panel lists the details of the currently selected trait including the trait name, alias, and level (plot or sub-plot level).

UI Elements of the Details Panel¶
UI Element	Description
Undo Button	Undoes any changes made to the selected trait. This will be disabled if not applicable.
Redo Button	Redoes any undo action made on a selected trait. This will be disabled if not applicable.

Any attribute that is in blue can be edited if editing is unlocked. Double-click a value to open the Edit Trait Properties Window as seen in the image below. Values can be edited and then saved with the Save Button.

Tags Tab¶

The Tags Tab contains all information for each tag in Trial Manager, along with tools for the management of these tags. The image and list below provides information on the most important elements of the Tags Tab:

Main Elements of the Tags Tab¶
Item	UI Element	Description
	Tags Tab	Displays all tags currently in Trial Manager and provides tools to manage these tags.
	Tags Panel	Lists the tags and tag bundles available in Trial Manager.
	Details Panel	Lists the details of the selected tags.

Tags Panel¶

The Tags Panel is the primary interface for managing tags in Trial Manager. It lists all tags currently available in KDXplore, and provides options for importing, editing, organising, and deleting tags.

UI Elements of the Tags Panel¶
UI Element	Description
Tags Tab	This tab being highlighted indicated that it is currently selected
Import Button	Provides options for importing new tags.
Add Button	Create a new tag or tag bundle.
Edit Bundle Button	Edit any selected tag bundle including adding or removing tags from that bundle.
Upload Button	Upload the trait to KDDart.
Export Button	Export selected tags to a CSV file. A window will open which will provide these options.
Filter Button	Opens a search field where text can be entered to filter tags.
Delete Button	Delete tags or tag bundles from KDXplore.