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Objective 2.3 CWS FieldBook Module

Use Case: Design and produce Fieldbooks and export them external devices for data collection with quality control. Read Fieldbooks which have been loaded with data, perform quality assurance tests and transfer the data to a platform database.

Required Subsystems: The Fieldbook Module interacts with the Genealogy Management System (GMS) to read germplasm lists, the Design and Trait Dictionary (DTD) to define design and treatment factors and measurement variates, the Location, Institutes and Persons Management Systems (LIPMS) to specify investigators and sites.


  1. Specify design type and design variables (Conditions and Factors) from the Design Dictionary.
  2. Specify measurement variables (Constants and Variates) by selecting Traits, Scales, Protocols and Quality Standards from the Trait Dictionary.
  3. These two tasks specify a Study Template which should be stored in a library of templates for future re-use.
  4. Generate a randomized lay-out file according to the design type. Associate investigators, institutes and a location with the lay-out.
  5. Select one or more lists of test germplasm and optionally a list of check germplasm from the GMS.
  6. Merge the template, lay-out and germplasm lists to form a fieldbook.
  7. Generate a field plan according to specified plot and field dimensions.
  8. Generate a treatment key specifying the allocation of treatments to plots.
  9. Print sample and/or plot labels with barcodes if required.
  10. Export the fieldbook to a printer, spreadsheet or data collection device.
  11. Allow automated repetition of tasks 4 to 10 to genetate batches of fieldbooks for trials with multiple occurances.
  12. Accept a spreadsheet of data in Fieldbook format (or facilitate conversion to Fieldbook format), run quality assurance checks and load the data into a crop database.

        Go to flow diagrams: 1, 2, 3, 4

Specific Workflows:

  1. Simple lists for sampling or germplasm distribution. Do not require design variables or measurement variates
  2. Unreplicated nurseries or laboratory lists - including field or laboratory plans (eg 96 well plates). May require randomization, but not replication. May have checks or repeated samples, possibly constrained to particular positions in the plan for quality control.
  3. Single-site phenotyping trials. Requires all tasks except 11.
  4. Multi-location evaluation trials. Requires all tasks.

        Go to workflow diagrams: 1, 2, 3, 4

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