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PHAZIR Data Management System (MG) Instruction Manual

Version 3.10

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PHAZIR Data Management System Mainscreen


The PHAZIR Data Management System (PDMS) is a software tool to manage data generated from the PHAZIR Analyzer. Record data generated by the PHAZIR analyzer are stored in a local database and then synchronized and transferred to the PDMSs SQL based database. PDMS provides data synchronization functions for long-term data storage, management of electronic signatures, audit trails, spectral graphing tools, and report generation functions.

A: Displays a list of all available databases held within PDMS. B: Shows the table status indicator. This describes the total number of entries contained in the database, the number of valid record entries, deleted record entries, and background record entries. C: Shows the data table for the selected PDMS database. D: Spectral graph which displays the spectrum of the selected record(s)

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PHAZIR Data Management System Working With Databases


When databases exceed 500 records, additional record management tools are automatically enabled. Records are loaded and displayed in sets of 500 records. A horizontal record scroll tool is used to select the desired set of 500 records and a vertical record scroll tool is used to display and select records within the 500 record set. The horizontal record scroll select tool is shown below. You can grab the tool with a left mouse click and drag it along the scroll bar.

Below the horizontal scroll bar you will also notice multiple scroll tick marks. The scroll tick marks allow you to position the scroll tool to access ranges of 500 records. The number of scroll tick marks depends on the number of records in a particular database. For example, suppose a database table with 2679 records that has been selected. The horizontal scroll select tool is in the rightmost position which displays the last set of 500 records. The last record in this example is the record with measurement number 2679. The horizontal record scroll tool can be repositioned to any of the various tick marks to access various sets of 500 records. For example, if the first tick mark (1) is selected records from 1 500 are accessed, the second tick mark (2) accesses records 251 750, the third (3) 501 1000 and so on.

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If the horizontal record scroll bar is moved to the second tick mark (2), records 251 750 are displayed. The vertical record scroll tool, shown below in red, can be used to access records within this 500 record set. In this example, if the horizontal record scroll tool is in the second position (2) , the vertical record scroll tool is in the bottom most position, which displays the last of the 500 records, for our example record number 750. If the vertical record scroll tool is moved to the uppermost position the first of the 500 records will be displayed in the data table, for our example record number 251. Records of any size database can be easily displayed and accessed by using the horizontal and vertical record scroll tools.

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PHAZIR Data Management System Working with Tables


Clicking on a table column heading will automatically sort the record based on the selected field. Table columns may be repositioned by selecting the column and dragging it to the desired position. PDMS saves your table preferences. If entries are too large to field in the current column settings, PDMS will append the entry display with three periods to indicate that additional information is available.

You can adjust the column width by grabbing and adjusting the position of the column-heading field. Defining which database fields are displayed in the database table can be controlled by a right click with the mouse in the database table. This displays a complete list of all available database fields. You can click Show All to display all available fields, or select Show Only Time Date and check off the all database fields of interest as shown below.

Table row heights can be adjusted by dragging the row height adjustment control.

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The size of the Spectral Graph can be adjusted either by grabbing the edge of the program and resizing the window, or by grabbing the line that separates the Table Data from the Graph section.

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PHAZIR Data Management System Importing Data


PHAZIR Data Management System imports data from PHAZIR Data Files, which are generated by PHAZIR Applications and stored in the PHAZIRs onboard database. The filenames and contents of the PHAZIR Data File are controlled by the PHAZIR Method Generator which creates applications. With this software the system administrator defines the PHAZIR Data File and whether spectrum and predicted results (identification/quantitative analysis) values are stored. The image below shows a portion of PHAZIR Method Generator Software Methods Save screen. In this example the PHAZIR Data File is called Application1.

The PHAZIR Data file name is also concatenated with the PHAZIR serial number. In this way the PDMS can manage data from multiple PHAZIR devices. So in this example, with a PHAZIR serial number of 1234, the final PHAZIR Data File name would be Application1-1234. To import a PHAZIR data table make sure the PHAZIR is turned on and is ready to connect to a PC. When you attach the USB cable, you should see a message on the LCD display Preparing data ... followed by USB cable attached. This indicates that the PHAZIR is ready to transfer data. Next select Import Data form the PDMS File menu Open the PHAZIR drive and select the desired PHAZIR Data File. These are stored in the root directory on the PHAZIR (\PHAZIR\Applications-1234).

Each record contains a unique record identification number, which is used to synchronize the data and transfer all of the records not already stored. PDMS will present the following message when the data import is successfully completed.

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PHAZIR Data Management System Importing Data


PHAZIR Data Management System imports data from PHAZIR Data Files, which are generated by PHAZIR Applications and stored in the PHAZIRs onboard database. The filenames and contents of the PHAZIR Data File are controlled by the PHAZIR Method Generator which creates applications. With this software the system administrator defines the PHAZIR Data File and whether spectrum and predicted results (identification/quantitative analysis) values are stored. The image below shows a portion of PHAZIR Method Generator Software Methods Save screen. In this example the PHAZIR Data File is called Application1.

The PHAZIR Data file name is also concatenated with the PHAZIR serial number. In this way the PDMS can manage data from multiple PHAZIR devices. So in this example, with a PHAZIR serial number of 1234, the final PHAZIR Data File name would be Application1-1234. To import a PHAZIR data table make sure the PHAZIR is turned on and is ready to connect to a PC. When you attach the USB cable, you should see a message on the LCD display Preparing data ... followed by USB cable attached. This indicates that the PHAZIR is ready to transfer data. Next select Import Data form the PDMS File menu Open the PHAZIR drive and select the desired PHAZIR Data File. These are stored in the root directory on the PHAZIR (\PHAZIR\Applications-1234).

Each record contains a unique record identification number, which is used to synchronize the data and transfer all of the records not already stored. PDMS will present the following message when the data import is successfully completed.

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PHAZIR Data Management System Exporting Tables


It may be necessary to export data to other programs. For example the user may wish to use PHAZIR Data Management System to organize data that will be later processed using PHAZIR Method Generation Software in order to produce a new PHAZIR Application. In this case it is common that the user will acquire calibration data using the Collect-Rx PHAZIR application and later transfer the data to the PHAZIR Method Generation Software using the Export Table function. To export the desired data, first select the database that conatins the data you wish to export. Then select the Export Table from the File menu. A window with Export Data option will appear. These options will allow you to control which records will be exported from the database.

Export Data Types: Allows you to select one or more of the entry types listed for export. Export Range: Allows you to specify a subset of the table to be exported. Your options are as follows:

Selected Records: allows you to specify that the data you wish to export is currently selected. In order to use this option, you must select the desired rows before performing the Eport Table function. All Records: will cause the entire database to be exported. Date Ranged: this allows you export data that was taken during a selected date range. This method uses the date associated with the spectra, as defined by the PHAZIR during data collection, to filter the records to export.

After clicking OK, a dialog opens allowing you to select a location and filename you can export to. You can specify either an unencoded CSV file format, or the encoded PBR format. Both of these formats are compatible with PHAZIR Method Generator, but only the CSV can be viewed by excel or a text editor.

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PHAZIR Data Management System Deleting Database Tables


Only users with Administrator privileges, as configured in the PHAZIR Setup Utility, can delete database tables. Warning: Once a database is deleted it cannot be restored, without reloading the original PHAZIR data file. Use this function carefully. To delete a database table select Delete Table in the Edit menu.

The operator is prompted to verify the action.

If a table is deleted and the PHAZIR data file is still loaded on the PHAZIR or stored elsewhere, it can be re-imported.

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PHAZIR Data Management System Deleting Records


All records in the PDMS are permanent and cannot be deleted. There may be occasions where certain records are invalid and it may be desirable to separate them from other records. For example, perhaps data was acquired without the sample being present. While records cannot be deleted they can be marked as Deleted. The delete marking allows the database to be filtered so that records marked Deleted can be ignored. To mark a record as deleted simply select a record from the database table and click on the Delete Selected button.

The operator is then prompted to provide some optional text information to describe the reason for marking the scan as Deleted which is saved in the comments field.

Notice in this example that the record with RowID 850 was marked as deleted (A). After the Deletion process was executed the record is deleted from the displayed database table and the database table status now indicates that there is 1 deleted record (B).

Note: Records may also be marked for removal directly from the PHAZIR Analyzer using the

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Scan Marking function. The Scan Marking allows operators a method to indicate when bad scans have been measured. For example the operator may accidentally pull the trigger before the sample was ready for measurement. In this case the operator can use the Scan Marking function by pressing the down arrow button immediately after a scan is acquired and selecting a scan marking from the list. If the selected scan marking was defined as Mark for Removal it will be filtered by PHAZIR Data Management System on import.

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PHAZIR Data Management System Adding a Comment


PHAZIR Data Management System provides a function to allow users to add comments to records. To add a comment, select a record from the Database Table. Click on the Add Comments button and add the desired comments.

When you are finished click OK and the comment will be added to the record in the COMMENTS column.

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PHAZIR Data Management System Adding a Comment


PHAZIR Data Management System provides a function to allow users to add comments to records. To add a comment, select a record from the Database Table. Click on the Add Comments button and add the desired comments.

When you are finished click OK and the comment will be added to the record in the COMMENTS column.

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PHAZIR Data Management System Electronic Signatures


The PHAZIR Data Management System is used to apply and record electronic signatures. PHAZIR Data Management System incorporates four different signing levels called L1, L2, L3, and L4. The configuration of electronic signatures and signing levels is managed by the PHAZIR Setup Utility. To apply an electronic signature, select the desired record(s) from the table. The selected record(s) are highlighted in blue. Now click on the Sign Selected button.

The operator will be prompted to reenter the User ID and password

Now the electronic signature has been applied to the record. In this case the Admin user was configured in PHAZIR Setup Utility with L4 or the highest level of signature. You may select one record to apply a single electronics signature or batch mode by selecting multiple records.

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PHAZIR Data Management System Field Definitions


The following is a partial listing of the Fields which may be found in any Database within PHAZIR Data Management System. Not all of these fields will appear in all databases, and other fields are possible as well. With only a few notable exceptions, all columns that PHAZIR Data Management System recognizes as protected, will not be editable. Aditionally, any unrecognized columns are assumed to be editable. Editable columns will have the column header written in Italics to help the user easily identify them. This is a field used to B=Background Scan define the type of Entry Type S=Sample Scan electronic record contained in the PDMS. GMT or local time depending on the setting Time This is the event time in the PHAZIR Setup Utility GMT or local time depending on the setting Date This is the event date in the PHAZIR Setup Utility The number increments This is a serialization with each spectrum Measurement number associated with (sample or background) Number the spectrum with each trigger pull, until reset. This is the user First These fields are defined User ID Name and Last Name in PHAZIR Setup Utility The Number of sample Any whole number Scans scan(s) A field created by the Any alphanumeric application, usually it Notes describes the type of the character string spectra This is a unique The syntax is time/date identifier for each Record ID sample record, no two stamp+device serial number records can have the same record ID The syntax is time/date This is an audit trail for stamp + User First Name Audit Trail the electronic record. + User Last Name+ PHAZIR application This is the version FPGA version number of the drivers for the PHAZIR system. HHApp version This is the version of the

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display and prediction engine. Device Serial This is the serial number Number for the PHAZIR device Is a field of information used to identify the sample being measured. This field is used by Any alphanumeric PHAZIR Method Group ID character string Generator to set the group setting for qualitative analysis applications. This field can be edited using PHAZIR setup Utility. This field indicates the GOOD = OQ passed operational qualification BAD = OQ failed or expired OQ status (OQ) of the PHAZIR when data was OFF = OQ and PQ were disabled in the PHAZIR collect. Setup Utility This field indicates the GOOD = PQ passed operational qualification BAD = PQ failed or expired PQ status (PQ) of the PHAZIR when data was OFF = PQ and PQ were disabled in the PHAZIR collect. Setup Utility This field contains These fields are Sample addition information configured using PHAZIR Information (SI) related to the sample. Method Generator Special code used to protect records and Check Sum prevent illegally altered data. Indicates the row within Row ID the PDMS database for a particular record Indicates whether a row X is visible when viewing deleted spectra. Row Deleted has been marked as U is visible if spectra deleted. has been un-deleted This field is an audit trail for the PDMS. PDMS allows certain fields to Alphanumeric be modified. When a Changelog field is modified an audit characters. trail entry is automatically produced in the Change Log

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Comments

Electronic Signature (L1-L4)

This is a field to provide Alphanumeric characters. additional comments The user First Name and Last Name are entered in These are the fields that the L1-L4 fields indicate electronic depending on how the signatures. user permissions are configured in the PHAZIR Setup Utility software.

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PHAZIR Data Management System Working with Tables


Clicking on a table column heading will automatically sort the record based on the selected field. Table columns may be repositioned by selecting the column and dragging it to the desired position. PDMS saves your table preferences. If entries are too large to field in the current column settings, PDMS will append the entry display with three periods to indicate that additional information is available.

You can adjust the column width by grabbing and adjusting the position of the column-heading field. Defining which database fields are displayed in the database table can be controlled by a right click with the mouse in the database table. This displays a complete list of all available database fields. You can click Show All to display all available fields, or select Show Only Time Date and check off the all database fields of interest as shown below.

Table row heights can be adjusted by dragging the row height adjustment control.

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The size of the Spectral Graph can be adjusted either by grabbing the edge of the program and resizing the window, or by grabbing the line that separates the Table Data from the Graph section.

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PHAZIR Data Management System Selecting Records


To select a record, simply select and highlight the table row containing the desired record(s). You will see the spectrum in the graph for each record. You may select multiple records by using the windows ctrl and shift conventions.

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PHAZIR Data Management System Graph Tool


The PHAZIR Data Management System graphs the selected spectra. Other data types do not graph.

Clicking and dragging within the graph pane allows zooming into the range selected. Control-click and drag allows panning.

If you select a record in Database Table and right click with the cursor in the spectral graph area the following menu items will appear

Copy: Copies the spectral graph to the windows clipboard Save Image As: Saves the spectral graph in EMF, PNG, GIF, JPEG, TIF, and BMP imaging formats. Page Setup: Page configuration options. Print: Print current spectral graph Un-Zoom: Un-zooms the last zoom

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Undo All Zoom/Pan: Un-zooms all zooms Set Scale to Default: Rescales spectral display to pre-set coordinates

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PHAZIR Data Management System Color Coded Displays


PHAZIR Data Management System provides a function to color code the displayed results for visualizing spectral data. Color-coding can be based on various criteria including User ID, Group ID, and Sample Information fields. Select the Color By item in the View menu and the criteria field.

Then select the records of interest from the database table. You will see that the database record and spectral plots are color coded as shown below.

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PHAZIR Data Management System View Filter


All records in PDMS are permanent and cannot be deleted. When a record is marked as Deleted is simply filtered out of the current database table. To view deleted records adjust the Filter function by selecting Filter By in the View Menu. Then select View Deleted Entries.

The view filter setting will be remebered when PDMS is exited and restarted. To check which type of records are being viewed, take note of the "Currently Viewing" line located along the top of the program, next to the file menu.

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PHAZIR Data Management System Generating and Printing Reports


PHAZIR Data Management System provides tools to generate and print reports. To generate a report first select the Report Setting item in the Reports menu. This will display a list box with the available reports. You can select the report from the list. In this example Report 1 was shown.

To generate a report first select a record from the database table. Then select the Run Reports item from the Reports menu. A report preview will be displayed. You can Save the report as a JPEG file (image file format) or Print the report. Reports can be saved in a non-editable PDF file format if you have Adobe Distiller (or equivalent) program installed. If you select multiple records you can choose to Save All or Print All. If you select Save All for multiple reports you will be prompted for a base filename for the report. PDMS will automatically increment the base filename by 1 and save the reports in consecutive file names (i.e. report1, report2, etc.) You can view multiple reports by selecting the Preview and Next buttons.

To cancel this window simply close the window.

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PHAZIR Data Management System Generating and Printing Reports


PHAZIR Data Management System provides tools to generate and print reports. To generate a report first select the Report Setting item in the Reports menu. This will display a list box with the available reports. You can select the report from the list. In this example Report 1 was shown.

To generate a report first select a record from the database table. Then select the Run Reports item from the Reports menu. A report preview will be displayed. You can Save the report as a JPEG file (image file format) or Print the report. Reports can be saved in a non-editable PDF file format if you have Adobe Distiller (or equivalent) program installed. If you select multiple records you can choose to Save All or Print All. If you select Save All for multiple reports you will be prompted for a base filename for the report. PDMS will automatically increment the base filename by 1 and save the reports in consecutive file names (i.e. report1, report2, etc.) You can view multiple reports by selecting the Preview and Next buttons.

To cancel this window simply close the window.

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PHAZIR Data Management System Custom Reports


PHAZIR Data Management System (PDMS) reports are saved in a HTML report template. Custom reports can be generated using appropriate third party software. PDMS database headings can be inserted into HTML documents by inserting the heading in between #$ delimiting characters. For example to include the PHAZIR Device Serial Number into a report insert: #$DEVICE SERIAL NUMBER$# It is important to note that the entire keyword should be typed as it is displayed in the header of the desired column, including spaces. Additionally, the entire keyword must appear on a single line in the HTML source. The following is an example of a basic report. <html> <head> <title>PHAZIR Data Management System Custom Reports</title> </head> <body> <div align="center"> <h1>Company Name</h1> <p><img src="companylogo.gif" width="362" height="106"></p> <table width="80%" border="0"> <tr><td>PHAZIR Serial Number:</td> <td>#$DEVICE SERIAL NUMBER$#</td></tr> <tr><td>Application:</td><td>#$SCRIPT NAME$#</td></tr> <tr><td>Identification:</td><td>#$PROCESS RESULT$#</td></tr> <tr><td>Measurement:</td><td>#$MEASUREMENT NUMBER$#</td></tr> <tr><td>GroupID:</td><td>#$GROUP ID$#</td></tr> <tr><td>Sample Info:</td><td>#$SI,1$# #$SI,2$# #$SI,3$#</td></tr> <tr><td>Scan Date:</td><td>#$DATE$#</td></tr> <tr><td>Scan Time:</td><td>#$TIME$#</td></tr> <tr><td>User ID:</td><td>#$USER ID$#</td></tr> <tr><td>Signed by</td><td>&nbsp;</td></tr> <tr><td>Level 1:</td><td>#$L1 SIGN$#</td></tr> <tr><td>Level 2:</td><td>#$L2 SIGN$#</td></tr> <tr><td>Level 3:</td><td>#$L3 SIGN$#</td></tr> <tr><td>Level 4:</td><td>#$L4 SIGN$#</td></tr> <tr><td>Record ID:</td><td>#$RECORD ID$#</td></tr> </table> </div> <p align="center">#$GRAPH,600,450$#</p> </body> </html> The above report would result in the following.

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