All blueprints

Every sample accounted for. Every use explained.

Sample management that keeps each sample’s identity, custody, aliquots and reservations with the tests that use it. Neil, your AI agent, investigates a sample’s history and plans scarce allocations for your team to approve.

Illustration of a seal following a sample vial to an analytical instrument and its result.
Samples › S-084

4.00 mL collected

A1
0.60 mL
Unreserved
A2
1.00 mL
Reserved
A3
1.00 mL
On hold
Uses › RUN-084

Assay on A1

Used
0.40 mL
Result
Invalidated
Material
Still consumed
Requests › REQ-086
not allocated

Repeat, 0.80 mL

  • A1 (not met)0.20 mL short
  • A2 (not met)Reserved for REQ-085
  • A3 (not met)Hold still open

Figure 1. A test used 0.40 mL of sample S-084 and was invalidated; no aliquot can now supply the 0.80 mL repeat.

Summary

The problem
A sample is finite evidence. Deciding whether a repeat test can go ahead means rebuilding its source, custody, remaining quantity and reservations from a freezer spreadsheet, an instrument file and an email thread.
Seal’s approach
Each sample’s collection, custody, aliquot lineage, reservations and consumption are recorded against it and connected to the experiment, method, result and quality assessment that depend on them.
Neil
Seal’s AI agent investigates a sample’s history, proposes allocations for scarce material and configures collection and allocation workflows from your protocol. Your team reviews and approves. About Neil.
What changes
The laboratory, the sample custodian and the planner see the same history. An invalidated result does not restore consumed material, and a moved aliquot keeps its open condition hold.
Where to start
One real sample family, exercised with a missed collection, a conflicting reservation and an invalid test that consumes material. Book a demo.

1A freezer inventory says where a sample is. Seal says whether it can be used.

A freezer inventory or spreadsheet knows where a sample sits. The tests that consume it live in a LIMS or notebook, and its reservations live in email. Each is accurate for its own job, but none can say whether a repeat test can go ahead: that depends on the sample’s source, custody, remaining quantity and commitments together.

Native Seal sample S-084 with linked aliquots, quantities, reservations and custody events. Fictional demonstration.
Figure 2. Sample S-084 in Seal, with its aliquots, their commitments and positions, the recorded use and custody

The example follows S-084, a fictional process-development sample. Three aliquots were prepared from 4.00 mL. A test consumed 0.40 mL from A1 before its result was invalidated. A2 remains reserved for stability work. A3 has moved to another freezer, but its condition assessment is still open. The proposed repeat needs 0.80 mL; no aliquot is automatically available.

Seal records the sample, its custody, aliquots, reservations and each use on the platform where the testing runs, and connects them to the experiment, method, result and quality assessment that depend on them. The laboratory sees the actual consumption, the sample custodian sees the physical tube, and the planner sees the existing reservation. They can make an allocation decision without rebuilding the history from a freezer spreadsheet, instrument file and email thread.

A freezer inventorySeal
Question it answersWhere the sample isWhether it can be used for this test
Remaining quantityUpdated apart from the testCollected, less each recorded use
Tests that use itIn a LIMS or notebookLinked to the aliquot they consumed
ReservationsIn emailShown before material is committed
CustodyToday’s positionEvery move, with who and when
Storage eventWhere samples are nowWhere they were during the event
Planning a repeatRebuilt from three sourcesNeil proposes, the custodian decides
Getting startedA migration projectOne sample family, beside your LIMS

You can start with one sample family, alongside the LIMS you already run. Seal reads samples and results from LabWare, LabVantage and SampleManager without writing to them; see all integrations. Laboratory testing and experiments can also run in Seal itself, so the test and the aliquot it consumed share one record.

2Neil prepares the work. Your team decides.

Neil is Seal’s AI agent. Give it the protocol, the permitted records and the operational question. It works within the operator’s permissions, and what it produces is work staged in Seal for review: an investigation, linked work or the configuration behind the next collection or allocation.

Neil preparesYour team decides
Scarce sampleCandidate allocations, for and againstSuitability and reallocation
Storage eventWho was stored there, and what used themAssessment and disposition
New protocolSchedules, templates and quantity checksVerification and release
Requests › REQ-086
allocation open

REQ-086 needs 0.80 mL of S-084 for a repeat. What can we use?

Neil

  • A1: 0.60 mL after RUN-084, 0.20 mL short.
  • A2: 1.00 mL, reserved for REQ-085.
  • A3: 1.00 mL, EXC-084 hold still open.
  • Parent residual: 0.70 mL, not assessed for this use.
  • Next options: recollection, or a reviewed reallocation.
  • Candidates (met)Assembled, with sources
  • Allocation (not met)For the custodian
  • Hold on A3 (not met)For the reviewer
Figure 3. Neil sets out what each part of S-084 can supply for the repeat and leaves the allocation to the custodian

For a scarce sample family, ask for candidate allocations with the evidence for and against each. For REQ-086, Neil can show that A1 is 0.20 mL short after RUN-084, A2 is reserved for REQ-085, A3’s EXC-084 hold is still open and the 0.70 mL parent residual is insufficient alone and not assessed for this use. It can prepare a linked assessment and compare the next options, recollection or an authorised reallocation, including the impact on REQ-085. No material is allocated, no hold is cleared and no reservation changes without an explicit decision.

For a storage event, ask for the historical population and its downstream aliquots, pools, shipments and results. Neil reconstructs occupancy from the custody history: A1, A2 and A3 stored in FZ-02 at 08:45, 0.40 mL consumed from A1 at 09:40 and A3 transferred to FZ-03 at 10:20. Until the event’s start and end are linked, that is a candidate evidence trail, not a confirmed exposure, and timing overlap alone is not a suitability verdict.

For a new protocol, ask for collection schedules, templates, capture fields, quantity checks and verification cases. Neil authors the records and their checks together.

RecordCheck before it progresses
CollectionUnique label and required source context
AliquotParent and child quantities balance
AllocationEnough eligible, unreserved material
Recorded useConsumption stands if the result is invalid

Verification cases exercise duplicate labels, conflicting positions, holds, over-allocation and an invalidated run. Proposed configuration is not a live workflow until it is verified, approved and published.

The output is inspectable work staged in Seal. Missing timestamps, uncertain eligibility and conflicting commitments stay explicit. Authorised people review suitability and reallocation, verify configuration, publish changes and decide disposition.

In line with the EU’s draft GMP Annex 22 on AI, Neil is not used in GMP execution. It helps set up configuration, which your team verifies and releases under change control. Customer data is not used to train AI models, and the requester’s permissions govern what Neil can read. See how Neil fits Annex 22 and more about Neil.

3Establish identity before the first handoff.

A sample’s identity starts with the plan that expects it and is confirmed when it is collected, so the record and the tube agree from the first handoff and a spare label cannot become a second sample.

Aliquoting › ALIQ-SUBJ014

Labels

8Printed
7Applied
1Voided
0Unaccounted
Figure 4. Labels for a seven-child aliquoting: one damaged label voided and reprinted, and none left unaccounted

Start with the expected sample: the study or batch and process step it belongs to, its matrix, timepoint and required amount, and the tests, backup and retention it serves. For work involving subjects or donors, include the applicable protocol and consent scope; biobanking covers consent and withdrawal in depth. Keep missed, cancelled, replaced and deviated collections distinct from completed ones.

At collection and accession, record what actually happened: source, collector, time with its timezone, quantity, condition and container.¹ A receipt discrepancy belongs with that event. Reconcile preprinted, damaged and replaced labels so a spare label cannot become a second physical sample.

The identifier resolves the current container record. Preserve the label template, print and verification history; scanning should check the container and its intended action, not merely confirm that a barcode can be read. Labels carry the contents, batch, sampling date and source container, so tubes are not mixed up.²

4Follow the tube through the physical world.

A position says where a tube is now. Its custody history says how it got there, and a move never clears a hold.

Aliquots › A3
hold open

Custody, 7 September

  1. ReceivedAccession bench
  2. AliquotedALQ-084, from S-084
  3. StoredFZ-02 / R2 / B04 / A3
  4. TransferredFZ-03 / R1 / B02 / C3

EXC-084 condition hold still open

Figure 5. Aliquot A3’s custody: a move to FZ-03 at 10:20 changed its position but not its open condition hold

Model the storage hierarchy people actually use, from site and freezer down to rack, box and position, with capacity, temperature requirements and equipment status held on the location. Configure exclusive-position checks so conflicting moves remain visible. Samples share that hierarchy and custody model with material inventory, and freezers keep their qualification and alarms as equipment.

Every custody event retains who moved the sample, when, from where to where, its quantity and condition, and the supporting verification. Retrieval, thawing, temporary placement and return belong in that history. A reservation does not create a move; a move does not erase an earlier exposure.

For an excursion, reconstruct occupancy during the event rather than looking only at today’s freezer map. Review the event interval, sensor coverage, door and transfer records, time out of storage and applicable stability evidence. Identify candidate samples and their downstream work; timing overlap alone is not a suitability verdict.

Each tube keeps its container details, openings, freeze-thaw history and remaining quantity. When a position, label or quantity is wrong, the discrepancy, the search and the authorised correction are retained together.

5Preserve the lineage and the material consumed.

Aliquoting turns one sample into several physical records, and every part of the original amount stays accounted for, including what a test consumed.

Samples › S-084

4.00 mL collected

In aliquots A1–A3
2.60 mL
Parent residual
0.70 mL
Consumed by RUN-084
0.40 mL
Process loss
0.30 mL
Collected
4.00 mL
Figure 6. Every part of S-084’s 4.00 mL is accounted for, including the 0.40 mL an invalidated test consumed

Record the aliquoting procedure, operator and equipment, the requested and actual child quantities, the residual and any process loss. The original amount must reconcile with the children, consumption and remaining material.

Pooling needs every contributor and its actual amount, including exclusions and the resulting container. Extraction, dilution, concentration and other preparations keep their own procedure, reagents, parameters and yields. Follow a contributor into every affected pool and result without confusing a derivative with its parent.

Native Seal sample use RUN-084 with 0.40 mL consumed, 0.60 mL remaining, method, recorder, timestamp and invalid result status. Fictional demonstration.
Figure 7. Use record RUN-084 in Seal: 0.40 mL consumed from A1 by a test whose result is invalid

RUN-084 records 0.40 mL consumed and 0.60 mL remaining in A1, against the method, recorder and time.¹ Invalidating the result does not restore that material. A repeat creates a new allocation, preparation and use record, preserving the original test and the reason for repeating.

6Allocate, pick and ship for an explicit purpose.

A request names the test, the amount and the purpose, and each candidate tube shows what it can and cannot supply before scarce material is committed.

A request defines the intended test or study, eligibility criteria, amount, priority and needed date. Suitability depends on more than quantity: condition, expiry, freeze-thaw history, quality restrictions and the applicable protocol or consent all count. Show competing reservations, proposed substitutions and partial fulfilment before committing scarce material.

Pick against the recorded container and position. Retain scan verification, time out of storage, quantity, condition, temporary location and handoff. If the selected tube is missing or unsuitable, keep that exception visible rather than substituting without review.

A shipment links the authorised recipient and purpose to the actual containers, packaging, refrigerant, temperature logger and custody. Receipt records the quantity and condition received, the temperature evidence and the acceptance decision. Returned residuals get their own custody and quantity events.

Native Seal aliquot A3 with 1 mL remaining, a new freezer position and an open condition hold. Fictional demonstration.
Figure 8. Aliquot A3 in Seal: a new position in FZ-03, with its condition hold still open

In this example, A3 is physically in FZ-03. Its EXC-084 assessment remains open. Finding it in the correct destination does not make it eligible for shipment or analysis.

7Retain the evidence through the final disposition.

Retention follows the sample’s governing study, batch, protocol, consent or commitment, and an active hold blocks disposal even after the retention date has passed.

Disposition › DISP-SUBJ014
blocked

SUBJ014-V04-BLOOD

  • Retention date (met)Passed
  • Testing (met)Complete
  • Legal hold (not met)Active

Disposal blocked

Figure 9. A passed retention date and completed testing do not permit disposal while a legal hold is active

Retention depends on the sample class and its governing study, batch, protocol, consent, agreement or commitment.³ Keep the triggering event and rule version, and check for active legal, regulatory, quality or scientific holds before proposing disposal.

Disposition records the scope, authorisation, method, any required witness and the inventory transaction. A completed test is not automatically permission to destroy its backup. A passed retention date does not override an active hold.

8Start with one scarce sample family.

Prove the workflow with a real sample family before expanding it. Include a missed collection, a damaged label, a conflicting reservation, a shipment excursion and an invalid test that consumes material.

Verify that every physical move, scientific transformation and controlled decision can still be explained. If the record can say where each tube is, how it got there, what consumed it and what it is still committed to, the pattern is ready to widen.

References

  1. 121 CFR 211.194(a), Laboratory records: records include a description of the sample received for testing, with its source, quantity, lot or other distinctive code, the date it was taken and the date it was received, and the weight or measure of sample used for each test. eCFR
  2. 2EU GMP Part I, Chapter 6, Quality Control, 6.13: sample containers should bear a label indicating the contents, the batch number, the date of sampling and the containers from which samples were drawn, and be managed to minimise the risk of mix-up and protect samples from adverse storage conditions. EudraLex Volume 4
  3. 321 CFR 211.170, Reserve samples: an appropriately identified reserve sample representative of each lot or batch is retained, of at least twice the quantity needed for the required tests, for a set period after the relevant expiration date. eCFR

AConnected across Seal

BConnected records

Entity
What it records
Kind
Sample Collection Plan
Source, matrix, timepoint, condition, quantity, container, tests, retention, owner and state.
type
Protocol Sample Schedule
Sources, matrices, timepoints, containers, processing, tests, backups, retention and exceptions.
template
SAMPLE-PLAN-STUDY014-v05
Current schedule including optional pharmacokinetic backup aliquots.
instance
Scientific Sample
Identity, source, matrix, collection, scientific state, restrictions, lineage and lifecycle.
type
Primary Biological Sample
Collected source, protocol context, container, custody, processing, storage, consent and state.
template
SUBJ014-V04-BLOOD
Limited parent sample received within condition and reserved for two analyses.
instance
Sample Container
Sample, type, material, closure, label, lot, quantity, condition, exposures, location and state.
type
Sample Label
Identifier, content, symbology, template, printer, print, verification, replacement and void state.
type
Sample Custody Event
Action, actor, time, source, destination, condition, quantity, reason, witness and evidence.
type
Sample Storage Position
Site-to-position hierarchy, capacity, coordinate, condition, qualification, occupancy and status.
type
Sample Transformation
Aliquot, pool or preparation method, parents, children, quantities, losses, conditions and verification.
type
Controlled Sample Aliquoting
Parent, requested children, actual quantities, residual, losses, labels, conditions and verification.
template
ALIQ-SUBJ014
Seven-child aliquoting event with one damaged label replaced before storage.
instance
Sample Eligibility Decision
Intended use, identity, quantity, condition, restrictions, consent, stability, evidence and decision.
type
Sample Request
Requester, purpose, criteria, quantity, priority, approval, substitution, fulfilment and state.
type
Research Sample Request
Purpose, criteria, quantities, priority, approval, reservation, alternatives and fulfilment.
template
REQ-BIOMARKER-0182
Partially fulfilled request after resolution of a competing reservation.
instance
Sample Reservation
Request, sample or criteria, quantity, start, expiry, priority, conflict, release and state.
type
Sample Pick
List, route, scanned location and container, quantity, condition, discrepancy and handoff.
type
Sample Shipment
Recipient, samples, packaging, logger, carrier, custody, temperature, receipt and disposition.
type
Temperature-Controlled Sample Shipment
Authorisation, samples, packaging, logger, carrier, custody, receipt, temperature and decision.
template
SHIP-084
Accepted external shipment after assessment of a brief temperature excursion.
instance
Sample Storage Excursion
Unit, alarm, interval, condition, affected positions, samples, evidence, assessment and action.
type
Sample Disposition
Rule, eligibility, hold, authorisation, method, witness, certificate, inventory update and closure.
type
Sample Retention and Disposal
Retention trigger, holds, eligibility, authorisation, method, witness, certificate and reconciliation.
template
DISP-SUBJ014
Pending disposition blocked by an active legal hold.
instance

CQuestions and answers

How is Seal different from a freezer inventory or a LIMS?

A freezer inventory records where each tube is, and a LIMS registers samples and runs their tests. Seal keeps the sample’s identity, custody, aliquot lineage, reservations and each recorded use on one connected record, on the platform where the testing runs, so remaining quantity and commitments are known before a repeat is planned. Seal can read samples and results from LabWare, LabVantage or SampleManager without writing to them.

What is sample management software?

It governs planned and actual sample collection, identity, containers, labels, custody and storage. It also manages aliquots, pools and derivatives, eligibility, requests and reservations, picks, shipments, testing, consumption, excursions, retention and disposition.

Can Seal model our exact freezer and storage layout?

Yes. Sites, rooms, units, racks, shelves, drawers, boxes and positions can follow the facility’s coordinate scheme, capacity and occupancy rules. Each move is scanned and recorded against the physical hierarchy.

How is aliquot lineage maintained?

The aliquoting event links parent and child containers, requested and actual quantities, residual, loss, conditions, equipment, labels, operator and verification. The quantity balance and each child’s later use remain traceable.

Can the system manage pooled samples?

Yes. Each contributor, its source quantity and eligibility, any excluded sample, the homogenisation, composite calculation, resulting container, residual, tests and disposition stay connected to the pool.

How are sample requests and competing reservations handled?

Requests specify exact samples or eligibility criteria, amount, priority and date needed. Reservations reduce availability for a defined period and show conflicts. Approved substitution or partial fulfilment is recorded, and unused quantity is released.

Does Seal support sample shipping?

Yes. Authorisation, sample lists, packaging, loggers, carrier, tracking, custody, temperature data, receipt, discrepancies, acceptance and return form one shipment record.

What happens when a test is invalid?

The invalid result and investigation state are retained, but the physical quantity consumed remains consumed. Any repeat requires another eligible container or residual and creates its own preparation and test lineage.

How are freezer excursions assessed?

The alarm interval and sensor evidence identify the occupied positions and samples affected. Stability allowances, transfers, door events and other evidence then support a decision for each sample.

Can retention rules account for legal or protocol holds?

Yes. Retention derives from the sample class and the governing study, batch, consent, agreement or commitment. An active regulatory, legal, quality or scientific hold can be configured to block disposition for the samples in its scope.

What should the first implementation prove?

Follow one scarce parent sample through collection, accession, storage, aliquoting, pooling, competing reservations, pick, shipment and testing. Include an excursion, reconciliation, a legal hold and final disposition, with quantities and lineage exact throughout.

Capabilities

See your process in Seal.

Bring a procedure or a recurring problem. See how your team can use Neil to configure the workflow, investigate the results and improve the next version.

Book a demo