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Application 2.2.3 Tool 5.3 IBFB Functionality

  1. Open a Trial Template.
    1. Select a study template from a list of available templates. Templates may be in the private or the public database, and are managed in a tree structure like studies (in fact in ICIS they would be managed as studies without observations).
    2. It would be useful to be able to edit the template at this point by deleting or adding labels, factors and variates.
  2. Specify Condition Labels
    1. Conditions which are Study Labels can only have one value which may be supplied at this time or left as fields in the Field Book to be completed by the field investigator. Some conditions are best filled at this time for example the ID and name of the investigator and the trial location, and the name of the experimental design if this is recorded by the template.
  3. Specify Trial Instances
    1. Specify the Factors which index trial instances and fill a table with all desired level combinations. This specifies the number of instances to be generated.
    2. An internal table should be constructed with an internal level counter Instance# and all the labels for each instance in following columns. In the first implementation if IBFB all instances of a trial will have the same design and independent randomizations and all field books will either be printed separately (by instance) or together as a single book. By maintaining columns for this Instance tables it would be possible to control design, randomization and printing at a finer level.
  4. Specify Treatment Factor Levels and Labels
    1. Select the factors which index treatments in the design. For each Treatment Factor in the Study Template (which consists of a Factor Label and possibly other Label variables) we must specify the number of levels and, if possible the level values and the labels. These could be entered into tables in the IBFB signally, or imported from a file
    2. In particular the germplasm entries must be specified by selecting and importing a germplasm list. The column in the list which matches the germplasm entry Factor in the template must be identified and any other columns which match germplasm entry labels should be linked to those labels. If one label is a check indicator then checks should be identified.
    3. If there is more than one Treatment Factor it will be useful to allow a cross product operation to generate all treatment combinations and retain an internal Treatment# identifier and table.
  5. Trial Design and Randomization
    1. Trial design and randomization may be specified by importing a lay-out file or linking to a design engine in the analytical pipeline. The lay-out must specify the level combinations of all factors in the template which define observation units in the dataset. If there are multiple instances of the trial then a separate randomization should be available for each instance.
    2. The trial design generates an internal index Plot#.
  6. Generate a Treatment Key
    1. Use the Treatment and Design Factors to produce a table showing the assignment of treatments to observation units for each trial instance.
    2. Specify treatment packet labels for printing.
  7. Generate a Field Plan
    1. Specify a gross plot size (vertical m x horizontal m)
    2. Specify a field size in plot rows by columns
    3. Produce a graphical grid of plots
    4. Use a brushing tool or selection tool to indicate unavailable plot positions due to other use (existing trials, roads, paths or border rows and columns).
    5. Select the block of plots for each replication
    6. Select labels to appear in plots (eg plot number, treatment no etc.)
    7. Verify automatic assignment of observation units to plots within the blocks
    8. Verify positions of check entries
    9. Generate row and column label levels if present in the template either in terms of m or plot counts from the bottom left of the field.
  8. Export Field Books

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