.. |logo_BGE_alpha| image:: _static/logo_BGE_alpha.png :width: 300 :target: https://biodiversitygenomics.eu/ .. |plutoFgo_phone| image:: _static/plutof/plutoFgo_phone.png :width: 200 .. |upload| image:: _static/plutof/upload.png :width: 400 .. |new_project| image:: _static/plutof/new_project.png :width: 500 .. |eufund| image:: _static/eu_co-funded.png :width: 200 .. |chfund| image:: _static/ch-logo-200x50.png :width: 210 .. |ukrifund| image:: _static/ukri-logo-200x59.png :width: 150 .. |logo_BGE_small| image:: _static/logo_BGE_alpha.png :width: 120 :target: https://biodiversitygenomics.eu/ .. raw:: html .. role:: red .. |to_settings| image:: _static/plutof/to_settings.png :width: 200 :align: top .. |settings| image:: _static/plutof/settings.png :width: 200 :align: top .. |enable_material_sample| image:: _static/plutof/enable_material_sample.png :width: 200 :align: top .. |arrow| raw:: html .. |arrow_down| raw:: html .. |material_sample_tab| image:: _static/plutof/material_sample_tab.png :width: 250 |logo_BGE_alpha| .. _registering_samples_in_plutof: Registering samples in PlutoF and PlutoF GO ******************************************* The `PlutoF Biodiversity Data Management Platform `_ (Abarenkov et al., `2010 `_) is an open access data management platform for biodiversity data including observations, specimens, material samples, sequences and related metadata. PlutoF supports streamlined, automated submission of curated sample and occurrence data to major international repositories such as `ENA (European Nucleotide Archive) `_ and `GBIF (Global Biodiversity Information Facility) `_, helping to ensure that datasets are **findable, accessible, interoperable and reusable (FAIR)**. PlutoF centralises data storage, enforces consistent data structures and vocabularies, facilitates collaboration among project partners, and reduces the risk of data loss or duplication compared to maintaining separate local spreadsheets or databases. `PlutoF GO `_ is data collection tool for biodiversity data in a handy **phone application** that can be used to record samples during fieldwork, and upload them to the PlutoF platform. |plutoFgo_phone| PlutoF **video tutorials** available at: https://www.youtube.com/@PlutoFplatform/videos ___________________________________________________ Creating a project in PlutoF ---------------------------- Before using the PlutoF GO app, `become a user `_ in the `PlutoF website `_. **Registering samples in PlutoF GO requires a Project ID**. Generate one if needed in `PlutoF `_ (Main menu -> Projects -> New). |new_project| Projects allow to group and organise data for bulk data management, set up pre-defined sampling areas, manage user access rights and roles within a project, and prepare data for publishing. Projects can be public, private, or shared with collaborators. ____________________________________________________ Add samples ----------- | **This is an example how to add 'material sample' to PlutoF data management platform.** | *Material samples are for example soil, water, malaise trap samples.* .. admonition:: Open PlutoF GO **1.** Open the PlutoF GO application on your phone/tablet, and enable material sample gathering through 'Settings'. |to_settings| |arrow| |settings| |arrow| |enable_material_sample| ``Add material sample`` is now displayed on the main screen. |material_sample_tab| .. admonition:: Add material sample | **2.** Go to ``Add material sample``. | GPS coordinates are captured automatically (but can be edited in the ``Location`` box) .. admonition:: Choose Project (mandatory) | **3.** Choose Project by typing in your Project ID. | Project ID where the recorded samples are **allocated by default** can be added in via 'Settings'. | GPS coordinates are captured automatically (but can be edited in the ``Location`` box) .. admonition:: Add Sample ID (mandatory) | **4.** Add Sample ID or scan the `QR-code of a pre-registered sample `_ *(click to open the link to tutorial video "QR Codes for Project" in youtube)*. .. figure:: _static/malaise_bottle.jpg :width: 250 :align: center *Example of a QR code sticker on a sample, ready for scanning with the PlutoF GO app.* .. admonition:: Fill other optional fields | **5.** Fill other optional fields and ``save`` the record. Note that **images, videos, audio and other sample associated files** can be also added. .. image:: _static/plutof/multimedia.jpg :width: 500 :align: center .. admonition:: Upload | **6.** Upload samples to PlutoF | After pushing ``save`` the records are only **locally saved**; and can be edited. | **Press the cloud icon** on the top right corner to export records to PlutoF platform. | |upload| | Once the records are in PlutoF, they can be further edited only in `PlutoF web platform `_. ___________________________________________________ .. admonition:: Note Examples of "material sample" data entry using PlutoF GO for soil, and malaise trap samples are included also in the SOPs in the :ref:`BGE case studies section `. ____________________________________________________ Managing sample data on the PlutoF workbench -------------------------------------------- Once the data has been uploaded from the PlutoF GO app (or imported via CSV files), it can be validated, organised, and further edited on the `PlutoF workbench `_. All records can be updated individually or in bulk (via functionality in Clipboard). .. figure:: _static/plutof/project_view.png :width: 600 :align: center *Project view; red circle indicate (bottom left) links to project-related search and clipboard functionalities* ___________________________________________________ .. _publishing_samples_to_ENA: Uploading sample records to ENA ------------------------------- `ENA (European Nucleotide Archive) `_ is an internationally recognized public repository for nucleotide sequence data and associated sample metadata, ensuring your data is **findable, accessible, and reusable**. While PlutoF facilitates biodiversity data management, the raw metabarcoding sequence data cannot be deposited to PlutoF. Therefore, PlutoF enables automated submission of sample records to ENA, where samples **can be linked to raw sequence data**. Using the **Publishing module** in PlutoF, users can submit sample records to the ENA database. The PlutoF platform acts as a broker for ENA, utilising its programmatic Webin submission service for sample data submission. The resulting ENA and BioSamples identifiers are stored in PlutoF alongside the original sample records. Publishing is project-based: all samples within a selected study are submitted together, and the dataset can be updated later by re-publishing. .. figure:: _static/plutof/to_ENA.png :width: 650 :align: center *To publish your dataset in ENA, go to Main menu -> Laboratories -> Publishing Lab -> ENA Datasets -> New* **Steps to publish:** | **1.** Select the project name from the autocomplete list (project **moderator rights** are required). | **2.** Fill in any missing mandatory field values as required by ENA. | **3.** Save the dataset. | **4.** After administrator approval, publish the dataset to ENA. .. note:: Samples uploaded to ENA are treated as independent samples - that is, they are not linked to a BioProject. **Samples will be linked to a BioProject when the raw sequence data is associated with the samples.** See 'How to Submit Raw Reads' :ref:`here ` __________________________________________________ .. _export_sample_IDs: Bulk download of the samples with ENA ID (BioSample IDs) for linking those with raw sequence data ------------------------------------------------------------------------------------------------- For submitting raw sequence data to ENA, the files need to be linked to the samples with ENA ID (BioSample IDs). When the samples were uploaded to ENA through the PlutoF platform, the BioSample IDs are stored in PlutoF and can be downloaded in bulk to a CSV file. Steps to bulk download the samples with ENA ID (BioSample IDs): 1. Go to the `PlutoF workbench `_. 2. Search for the project. 3. Click on the "Material Samples" tab. 4. Click on the "Send all results to Clipboard" button. .. figure:: _static/plutof/send_to_clipboard.png :width: 650 :align: center | 5. Go to **Clipboard & Export panel** --> and click on "Material Samples". .. figure:: _static/plutof/Clipboard.png :width: 650 :align: center | 6. Select all samples (or a subset of samples) and click on the "Export" button. .. figure:: _static/plutof/export.png :width: 650 :align: center | 7. Select the "CSV" format, are required fields. Be sure to select **Material Sample ID** and "ENA ID" (this is BioSample ID), and click on the **Export** button. .. figure:: _static/plutof/export2.png :width: 650 :align: center | 8. If you export many samples, then this may take a while. You will receive an email when the export is complete. .. figure:: _static/plutof/export3.png :width: 350 :align: center | 9. When ready, the file can be downloaded from the **File Repository panel**. .. figure:: _static/plutof/download_csv.png :width: 650 :align: center | Here, we selected to export only **Material Sample ID** and **ENA ID**, so the exported CSV looks like this: .. figure:: _static/plutof/downloaded_csv.png :width: 300 :align: center | **These are the sample IDs (Material Sample IDs) and the BioSample IDs (ENA IDs) that can be used to link the raw sequence data to the samples (see below).** __________________________________________________ Further data sharing -------------------- See :ref:`Data sharing section ` for instructions on how to submit raw sequencing data to ENA, upload representative sequences of ASVs/OTUs to `PlutoF `_ and `GBIF `_. ___________________________________________________ |logo_BGE_small| |eufund| |chfund| |ukrifund|