How to set up a Scouting Scheme


Introduction

This section describes how to set up a method for scouting.

Any parameter can be scouted, provided that it can be defined as a variable in the method.


When to use scouting

Scouting is a facility for automatically repeating a run with systematic variation of one or more parameters. Some typical situations where scouting is useful are when you want:

  • to screen for the best column

  • to find the optimal pH

  • to test column capacity (sample volume)

  • to find the optimal flow rate for binding and elution

  • to optimize gradient length and slope

  • to optimize step gradients.


Variable values

The variables that appear in the scouting scheme are usually a subset of those on the Variables tab of the Run Setup. The values in the scouting scheme can only be set on the Scouting tab, while the default values in the method can be set either on the Variables tab or in the Text instruction pane.

Changing variable values in the scouting scheme does not change the values on the Variables tab or in the text instructions. Values for variables selected for scouting are grey on the Variables tab and cannot be changed there.

Any changes that you make to variable values when a scouting scheme is run are saved in the result file. Results from a scouting run are saved in a scouting folder.


Scouting tab buttons

There are seven buttons on the Scouting tab of the Run Setup plus the Help button. The table describes the functions of these buttons:

Click the button...

if you want...

Define...

to define new scouting variables. The Scouting Variables dialog box is displayed, and you can select variables to be used in the scouting series.

Note: The variables that have been selected for scouting cannot be changed on the Variables tab.

Clear All

to clear all runs.

This converts the scouting run to a non-scouting run so that it contains only the original method and values.

Delete

to remove a run from the Scouting tab.

Click on any variable in the run you want to remove, and then click the Delete button.

Insert

to insert a new scouting run before an existing run.

Click on a run column and then click the Insert button. The new run will inherit the variable values from

  • the preceding run,

or

  • from the default values in the method if the run is inserted at the beginning of the scouting series

Add

  • to add a scouting run if there are no runs previously in the scheme. Default values will be used for the first run.

or

  • to add a scouting run after all other runs in the series. The new run inherits the values from the run that precedes the new run.

Series...

to set up a series of runs with differing inputs.

Edit Variable...

to rename or delete a variable, or change a variable into a detail variable.


How to set up or edit a Scouting Scheme

The table below describes how to set up or edit a scouting scheme.

Step

Action

1

Create a method. If you do not use a template or wizard, define appropriate variables in the method.

2

In the Run Setup, click the Scouting tab.

Result: If no scouting variables have been previously defined, the Scouting Variables dialog box is displayed. If not, click the Define button.

3

Select the variables you want to scout. If you cannot find the variable you want, use the following options:

  • Show details to display variables created with the Visible in details only option.

  • Show unused variables to display all variables, including those that are not used in the method.

Click OK.

Result: The selected scouting variables will appear in a column, with default valued inserted.

4

Make any required changes in the scouting variable values.

5

To add a new Run column, click the Add button to copy the values from the last run column, and then change variable values as required.

6

Repeat steps 3 to 5 as required until you have defined all the scouting runs you need.

7

To exclude scouting runs from the default scouting scheme, right-click the heading of the run. To include the scouting run again, right-click it again.

8

Click the Start Protocol tab in Run Setup.

Select from the following options:

  • The Scouting box: Select this to display the Scouting page at the start of a run. This allows the operator to adjust the values for scouting variables before the method run starts.

  • The First run only button: Select this to display the start protocol before the first run only. The settings entered in the Start Protocol for the first run will apply throughout the run, and the scouting series will be performed automatically without user intervention.

  • The All runs button: Select this to display the Start Protocol before each run in the scheme. This gives the operator an opportunity to change variable values or fill the sample loop before each run.

Note: The operator must then click the Start button before each run.


How to set up series

The table below describes how to set up series.

Step

Action

1

Select a cell on the Scouting tab, and click the Series button.

Result: The Insert Series dialog box is displayed.

2

In the Insert Series dialog box, type the selected series values (within the specified range limits), separated by commas, and click OK.

Result: A new set of runs is inserted on the Scouting tab with the values provided.


How to delete or rename scouting variables

Scouting variables can be deleted or renamed in the scouting scheme in the same way as in the Variables tab. The table below describes how to delete or rename a variable in the Scouting tab.

Step

Action

1

Click the Edit Variable... button on the Scouting tab.

Result: The Edit Variables dialog box opens. The variables are listed alphabetically.

2

Select the variable to edit.

3

Rename

  • Type a new variable name in the New name text box.

  • Click the Rename button.

Result: The variable is renamed.

Delete

  • Click the Delete button.

  • Confirm that you want to delete the variable.

Result: The variable is deleted.


How to change a scouting variable into a detail variable

Detail variables are indicated with a D to the left of the Variable column on the Scouting tab. The table below describes how to set up a detail variable.

Step

Action

1

Click the Edit Variable... button on the Scouting tab.

Result: The Edit Variables dialog box opens. The variables are listed alphabetically.

2

Choose the variable to be changed.

3

  • Select the Set visible in details only checkbox.

  • Click the Close button.

Result: The variable is indicated by a D.

Note: De-select the checkbox to make the variable fully visible again.


How to copy contents to factorial design programs

The contents of the Scouting tab can be copied and pasted into a third-party factorial design program. Processed values can then be pasted back into the Scouting tab. The table below describes how to do this:

Step

Action

1

Select the text, etc., that you want to copy.

2

Press Ctrl+C.

3

Place the cursor where you want to insert the copied text.

4

Press Ctrl+V.


2005-06-15