---
title: "Tutorial - Batch as Source Type"
slug: "tutorial-batch-as-source-type"
updated: 2026-09-09T14:04:17Z
published: 2026-09-09T14:04:17Z
canonical: "docs.discngine.com/tutorial-batch-as-source-type"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.discngine.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Tutorial - Batch as Source Type

## Introduction

In this tutorial, you will create several vials from batch sources by querying specific batches.

## Prerequisites

              Required permissions and setup

              

**Sample Processing** role is required to access this workflow.

**Required system configuration:**

- Vial Type `1 Dram Vial`,
- Container Usage `Inventory`,
- Solvent `DMSO`,
- Worklist Generator and Parser: `Standard (Container) (;)`

Those should exist by default in Sample application.

### Items

Containers and Locations created from Discngine Sample’s automation will be used:

- 5 Batches (stored in Vials in liquid state)
- 1 Batch (not stored in any vial)
- Location `Paris`  

Automation is running during installation if “example_dataset" is set to true in the configuration file.

## Workflow

### Job Initialization

[Create a new job](/public/docs/jobs-overview#create-a-job) and select the `Vial Aliquoting` workflow.

### Requesting

- Select **Batch** as Source Type
- Select **Compound** as Batch Type
- Choose Target Vial Barcode as **Generate New Barcode**
- Specify Request from **Text**
- Copy/paste the vial names in the text area: **AUTO_0001:AUTO_0002:AUTO_0003:AUTO_0004:AUTO_0005:AUTO_0011**  

Batch names can be separated by colons or line breaks.
- Click `Add IDs` to confirm. The batches are listed in the added requests.
- Click `Next`.

### Task Requesting

We will use a dilution factor of 5 to get a concentration of 2mM (test vials are at 10mM).

- Choose Source Selection Mode = **All sources**
- Target Type = **1 Dram Vial**
- Target Usage = **Sample**
- Select Number of Copy = **5**
- Target Volume = **10 μl**
- Dilution = **Target**
- Dilution Mode = **Dilution Factor**
- Dilution Factor = **5**
- Solvent = **DMSO**
- Offset Volume = **0 %**
- Offset Solvent = **0 %**
- Click `Add Task`.
- Click `Next`.

### Sourcing

The Sourcing step will try to find Vials compatible with the tasks requested. We can see that no vial was found for batch AUTO_0011. Sourcing could also have failed if the only vials found were in a solid state or empty.

- Click `Next`.

### Processing

For processing, requested tasks are translated into a worklist that you can feed to your robotic equipment.

- Select the **Standard (Container) (;)** equipment and set File Order to **By Request**
- Click `Generate worklist`

A worklist file appears in the Worklist Generator area. It contains the requested tasks to execute. The Worklist Parser area expects a file containing the information about the tasks that were actually completed. By default, the generated file is set in the Worklist Parser. For this tutorial, we assume that every task was completed successfully so we’ll keep this default file.

- Click `Copy Worklist`
- Click `Next` to propagate those change in the system.  

The tasks are processed in Sample application.

### Storing

The [Storing step](/public/docs/jobs-overview#storing) allows you to assign a location to the items involved in the job. First, for the output vials (vials created during the job).

- Click `Assign Location to Selected`.
- Select **Paris** and click `Select` to confirm your choice.
- Click `Next` to continue to the input vials. Here, we won’t change the input vials location.
- Click `Next`.  

You can increment the Thawing Cycle count of the input vials if necessary.

### Pipe & Close

The [Pipe & Close step](/public/docs/jobs-overview#pipe-close) provides a summary page where you can review the job and optionally pipe it to another workflow. You can also pipe this job to another one, allowing you to immediately start a new job using the output or the input vials from this one. For this tutorial, click `Close & Quit` to finish the job.