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Physical Sample Management Training Type of samples Rock Outcrop Soil Core Coral Rock Core Module: Rock Outcrop EarthCube – iSamples Sample Management Training Module

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Page 1: Type of samples Module: Rock OutcropEarthCube – iSamples Sample Management Training Module Rock Outcrop Collec1on Processing Management Reconnaissance Field Sampling: unmapped or

Physical Sample Management Training

Typeofsamples

RockOutcrop

SoilCore

Coral

RockCore

Module:RockOutcrop

EarthCube – iSamples Sample Management Training Module

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EarthCube – iSamples Sample Management Training Module

RockOutcrop Collec1on Processing Management

PartIRockOutcropSampleCollec:on

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EarthCube – iSamples Sample Management Training Module

RockOutcrop Collec1on Processing Management

RockOutcropSampleCollec:onOutlineofthissec:on:

I.  Ra1onaleforsampling•  Whatareyourfieldobjec1ves?•  Whatabout“old”samples?

II.  Protocolforsamplecollec1on•  Collec1ngthesample•  Collec1ngtherightinforma1on•  Incorpora1ngexis1ngsamples

(“previouslycollected”)

III.  ProtocolforSampleInforma1onSynthesis•  PreparingforIGSNRegistra1on

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I.Ra:onaleforsampling:“FieldBased”metamorphicpetrologyandtectonicsstudiesgo

throughseveralstagesofplanningbeforefieldworkcommences.Thereareseveraltypesoffieldcampaignsthatyieldsamples:

1.  ReconnaissanceFieldSampling

2.  TargetedFieldSampling

3.  Acquisi1onofsamplesfromcollaborators/othersources(fieldworkdonebyothers).

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ReconnaissanceFieldSampling: unmappedorlarge-scalemappedareas

•  Samplestoberepresenta1veofdifferentlithologies,•  maybemixedintermsofcollec1onpurposeandtypeof

deriva1vedata•  Collec1onismoreforcoverageandregionalgeologic

interpreta1on,ortorepresentimportantfieldrela1onships.Forexample,igneousintrusionsmaybesampled,unconformablesedimentaryrocks,andperhapsmetamorphicrocksofdifferentprotoliths/composi;ons,thoughthesecouldbelessusefulinstudiesofspecificmetamorphicprocessescondi;ons.

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RockOutcrop Collec1on Processing Management

ReconnaissanceFieldSampling: Alargevaria1onofsampledensityandsizeofasuiteispossibleinsuchascenario,oZenreflec1ng:(1) costsofsampleprocessing(2) payloadconstraints(3) viabilityofperformingusefulanalyses(4) personalpreference/philosophy

•  Itispossible/likelythat“targeted”fieldsamplingtypestudycanbeperformedorderivedfromasubsetofsuchareconnaissancemapping/survey.Ifsamplesuitesize/densitypermi]edsamplinglithologiesdeemedusefulforspecificpurposes(keyfieldrela1onshipsorrepresenta1vecomposi1on,mineralogy,metamorphicgrade)meaningthistypeoffieldcampaigncanservemul1plepurposes.

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Targetedfieldsamplingofpreviouslymappedareas:•  Thistypeoffieldsurveytypicallyisfocusedonanareathathas

previouslyhaddetailedmappingandlikelysamplingperformed•  Sampledensityislikelyhighlyvariablebecausespecific

lithologiesorfieldrela1onshipsaretargetedandsampledingreaterdensity

•  Sampledensitys1llmustdependinparton:(1) costsofsampleprocessing(2) payloadconstraints(3) viabilityofperformingusefulanalyses(4) personalpreference/philosophy•  Thissamplingmaybecombinedwith

detailedmappingatveryfinescalestorepresentfieldrela1onships.

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RockOutcrop Collec1on Processing Management

Studentconsidera:ons:Iden1fythetypeoffieldworktheyareperformingandconsiderwhysamplesaretobecollected.•  Willtherebeaspecificques1onguidingfieldworkorwillamore

broadques1onofregionalgeologybethefocus?•  Thismaybethebestwayofconsideringappropriatesample

density,andbasicallyhowtobudget1meinthefield—amajorchallengefornew(andexperienced)geologists.

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RockOutcrop Collec1on Processing Management

Studentconsidera:onsforundergraduatestudents:•  itislikelythatfieldworkisinpartalearningexperience

whereac1veresearchiscombinedwitheduca1onallearningac1vi1es:learningtomakemeasurements,sketches,interpreta1ons,etc.

•  Inthissitua1on,itisimportanttobeawareofwhataspectsofthefieldworkaremostcri1caltotheresearchprojectanditsgoals/purpose.

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II.ProtocolforSampling:1.  Chooseasamplenamingprotocolforyourownorganiza1on.

Consideranamingschemethatmakessensetoothers.Thisislargelyapersonalpreference,butitisworthplanningahead.

2.  Iden1fythesamplingsite.Keyconsidera1onsinclude:a.  Coverage:areyouinaloca1onthat

wouldhavesignificanceinyourstudyarea?

b.  Rocktype:Canyoureasonablyiden1fywhatyouwillsampleandisitappropriateforfurtheranalysis(isthereanintendedpurpose)?

c.  Availabilityofasample:canyouactuallycollectanin-placesamplehere?

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ProtocolforSampling:(con:nued)3.Recordnotesaboutwhere,bywhom,andwhensamplingwasperformed.•  Alsohelpfulisinforma1onaboutotherfeaturesthatwouldaid

someonetofindthisexactsite(trees,paths,roadnames,buildings,etc.)

•  UseaGPSforthespecificsamplingloca1on(within1meter).RecordLa1tude/Longitudeinnotes(inaddi1ontoyourGPSdevice--Itisbesttohaveawri]enbackup).

•  Measureandrecordanystructuraldatatoassociatewiththesample.

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ProtocolforSampling:(con:nued)4.Photographthesamplesite,keepingnotesaboutthefilenameforthephotos.Besuretoincludearepresenta1onofscale.Ifyouhaveaddi1onalphotos/observa1onsfromthesamesiteyousample,recordtheseaswellinthesameplace.

Bluerockhammeris~20inchesinlength.

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RockOutcrop Collec1on Processing Management

ProtocolforSampling:(con:nued)5.Ifyouareinterestedinmicrostructures,followstepstocollectanorientedsample.6.Carefullybreakoffanintactrocksample.Assesswhethertheremovedsamplemeetsyourcriteriaforaviablesample.Ifpossible,returnthesampletoitsoriginalsite/orienta1onandphotographitinplace.Thisispar1cularlyimportantifthesamplerepresentsanykeyfieldrela1onships(youmaynotknowatthispoint,soallthebe]ertobeprepared).

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RockOutcrop Collec1on Processing Management

Awordaboutfloatsampling:Floatistobeavoidedasonecan’tbecertainitisinplace.!  Theonly1mestoconsiderfloatsamplingwouldbe:

•  Floatexactlymatchestheadjacentoutcropintermsoflithologyandyouwouldnotbeabletosampletheoutcropforotherreasons.

•  Floatrockspresentanopportunitytostudyaprocessthatisnotrepresentedinoutcrop,andisdecoupledfromregional/localgeology.

•  Floatrepresentstheonly“exposed”rockinanareaofsignificantreliefthatwasnotlikelyglaciatedormodifiedbyhumans.

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ProtocolforSampling:(con:nued)7.Labelthesamplewithyourchosensamplenumber,in2ormoreplacesusingablueormetallicsharpie(thesearemorevisibleonearth-tonedrocks,especiallywhenwet—avoidblacksharpie).8.Modifyyoursamplingnotestoreflectthesamplesyoucollectandactuallykeep.IfyoudiscardsamplesaZernamingthem,donotgobacktofillinnumbersinyournamingscheme(therewillalwaysbesamplesthatdonotsurvivethroughcollec1on,processing,archive,etc.)Thiswayyourincrementalsamplenumberschemewillbeachronologicalorderaswell.

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ProtocolforSampling:(con:nued)PreviouslyCollectedSamplesAcquisi1onfromotherInves1gatororCollaborator•  Fieldworkperformedinthepast,samplessharedwith

documenta1on•  Sampleinforma1onmaybethorough/completeormore

likelypar1al(duetodifferentsamplingprotocolormanagementphilosophy)

ProtocolforIncorpora:ngsampleseffec:velyintoworkflow:•  Gatherallsampleinforma1on.Considerwhatispreserved/

availableandwhatmaytakeeffort/1metoobtain.•  ArethesamplesalreadyregisteredwithIGSN’s?Ifso,request

anddownloadsampleinforma1on.•  Otherwise,preparesampleinforma1onforuploadtocreate

IGSN’sforthesesamples.

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III.ProtocolforSampleInforma:onSynthesis:1.Beginningwithyoursampleinforma1onspreadsheetfromthefield,copytheworksheettoanewsheetandmodifythecolumnheaderstobereadbytheIGSNsystem.Besurethefollowingcolumnsareincluded(somerequiredbySESAR):

SampleNameCollectorLa1tudeLongitudeCollec1onDateCommentRockType

"fieldname(informalclassifica1on)State/ProvinceLocalityLoca1onDescrip1onCountry

MetamorphicGrade"Comment

PresentSampleLoca1on"CurrentArchive

AddnecessarycolumnsforIGSN(consulttheSESARQuickGuide):Naviga1onType=GPSSub-ObjectType=SpecimenCollec1ondateprecision=dayClassifica1on=MetamorphicMaterial=Rock

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III.ProtocolforSampleInforma:onSynthesis:2.DownloadaBatchRegistra1onTemplatefromSESAR,whichcontainsnecessaryformamng.Pasteallinforma1onintoSESARforma]edspreadsheetforupload.•  Choosepublicsamples•  Giveyourselfaweekbeforesamplesappearinsearches•  Choosethefieldsaslistedabove

Note:Ifsampleinforma1onistobeuploadedtoanotherdatabasesystemsuchasMetPetDB,consideracommonformatforconsistentsamplemetadata.

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III.ProtocolforSampleInforma:onSynthesis:Checkwithyoursupervisorastowhichaccountwillbetheownerofthesampleinforma1on.Obtainaloginfortheowneraccountorclarifywhetheryoushoulduseapersonallogin(andperhapstransferownershiptoyoursupervisor—seeSESARdocumenta1on).3.Withacompleted/savedbatchuploadfile,logintotheappropriateSESARaccount.4.Correctanyerrorsinthepreviewsystemanddownloadtheupdatedfiletoremaincurrent.Makethisfileaworksheetinthespreadsheetofyoursampleinforma1onandfielddata.

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III.ProtocolforSampleInforma:onSynthesis:5.OnceIGSN’sareassignedforeachsample,updatethefieldsampledataspreadsheetforthisbatchwithIGSN’s.6.PrintQRCodes1ckersfortheregisteredsamplesfromSESAR.7.Preparethesampledataspreadsheettouploadsampleinforma1on(includingIGSN)toMetPetDB,thedatabaseforMetamorphicPetrology:www.metpetdb.rpi.edu8.Forinforma1onaboutpreparingsampledataforMetPetDB,seetheuserhelpinforma1on.

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""PuJngNewSamplesawayinthelab:IGSNandMetPetDBregisteredsamplesshouldnext:•  moveontothesampleprocessing(ThinSec1ons)step.

or

•  bestoredinthesamplecabinetswithpreparedziplockbagsandIGSNQRcodes1ckersortags.

IGSN: BWH000001Name: EH01AKA: Collection Start Date:2009-07-09

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PartIIRockOutcropSampleProcessing

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EarthCube – iSamples Sample Management Training Module

RockOutcropSampleProcessingOutlineofthissec:on:

I.  Ra1onaleforprocessing•  Whatareyourobjec1ves?•  Whatwillbedonewithyoursamples?

II.  Protocolforsampleprocessing•  Preparingthesampleforthinsec1ons•  Preparingthesampleforrockchiporgrain

moun1ng•  Preparingthesampleformineralseparates

RockOutcrop Collec1on Processing Management

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I.Ra:onaleforsampleprocessing:Samplesacquired/collectedinthefieldshouldbecategorizedby

thetypeofdatatobeacquiredfromthem.Beforebeginningsampleprocessing,samplesshouldbepriori1zedas1meandcostconstraintsoncontractedexternallabworkmaybelimi1ng.

1.  PreparingThinSec1ons

2.  Preparingchip/grainmounts

3.  Preparingmineralseparatestoeventuallybemountedforanalysis.

RockOutcrop Collec1on Processing Management

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II.ProtocolforSampleProcessing:ThinSec:ons•  Samplestobeprocessedforthinsec1onsareremovedfromthesamplecabinetsandplacedontherockcart.

1.  Beforecumngsamples,preparealabeledziplockbagwithsamplenumberandits’IGSNs1ckera]ached.

•  Putallderiva1vepiecesofsampleinthisbagunlesstheyarethinsec1ons,mounts,orseparates.

IGSN: BWH000001Name: EH01AKA: Collection Start Date:2009-07-09

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Processingrockoutcropsamples:ThinSec:ons•  Chooseathin-sec1onorienta1onforcumngaslabfromyoursample.Typicallyalinea1on-parallel,folia1on-normalcutispreferred.2.  Drawtheplanarintersec1onalong

thesurfaceofyoursample.Besureyouaremakingaslargeaslabaspossible.

3.  Cutslabusingauto-feedingsawor1lesaw.

4.  Soakinsoapywatertoremoveanycumngoil.

5.  Dryinwarmoven(~60ºC).

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Processingrockoutcropsamples:ThinSec:ons

6.  Scanwetslabonflatbedscanner,ataminimumof600dpi.•  Becarefulwithwateronthe

scanner,dabanyexcesswaterandcleantheglassplatenaZeruse.

7.  Chooseandmarkthinsec1onloca1on.Documentthisloca1ononslabscanimages.

Detailedslabscan.Scalebaris2cm

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Processingrockoutcropsamples:ThinSec:ons

8.  Trimslabtodesiredbilletforthinsec1on.SavealltrimmedpiecestoreturntothesamplebagwithIGSNlabel.

Slabisreadyfortrimmingtobillet.

9.  Labeldrybilletonbacksidewithblue

Sharpie.Usethinsec1onnamingconven1on:“SampleNumber”+a,b,c…

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PartIIIRockOutcropSampleManagement

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Processingrockoutcropsamples:ThinSec:ons

10. Choosesetofbilletsforthinsec1onprocessing.Compilealistonathinsec1ons(tracking)worksheetinyoursamplemanagementspreadsheetfileforthissamplesuite.

11. Carefullywrapbillets,boxthemwithalotofbubblewrap,andshipoutforthinsec1onprepara1on.

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RockOutcropSampleManagementOutlineofthissec:on:

I.  Ra1onaleforsamplemanagement•  Whatareyourobjec1ves?•  Howwillsamplesandsampleinforma1onbe

properlymanaged?

II.  Protocolforsamplemanagement•  SampleAc:vityCodes•  Storageofthinsec1onsandothersample

materialforinac1vesuites•  Localarchivingofinac1vesamplesuites•  Samplesfromthecollec1onthatareoff-site

RockOutcrop Collec1on Processing Management

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EarthCube – iSamples Sample Management Training Module

I.  Ra:onaleforsamplemanagementStatementofPhilosophy:

Physical samples are the basis for field-based geologic and petrologic study. To the investigator, samples represent the ability to make laboratory observations that are impossible in situ, and they should be treated as the sensitive “currency” of geology.

Time and effort managing a growing collection of samples means preserving this currency, and investing in its potential in the future. As much as scientific inquiry is built upon the past discoveries in our field, our investigative power is greatly strengthened by being able to return to the original source of our detailed analyses—our samples. With the swift advance of analytical power it should be clear that the future holds new ways of exploring information stored in our sample collections.

Samples collected as part of publicly funded research belong, in part to the public, and therefore should be ultimately available.

RockOutcrop Collec1on Processing Management

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I.  Ra:onaleforsamplemanagement:

Whatareyoursamplemanagementobjec1ves?•  Helpourownresearchteam/collaboratorsbemoreefficientin

dealingwithsamples,fromcollec1on,throughanalysis,publica1on,andarchiving

•  Makeoursamplecollec1onaccessible.•  Trackandlocatesamplesandsubsamples(onsiteandoffsite)at

differentstagesofuse.•  Ul1mately,topreservetheusefulnessofagivensample,

par1cularlyforapplica1onsthatmaynothavebeenconsidered.

RockOutcrop Collec1on Processing Management

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I.  Ra:onaleforsamplemanagement:

Howwillsamplesandsampleinforma1onbeproperlymanaged?•  AsamplemanagementprotocolispresentedforRockOutcrop

samples.•  Samplesenteringthelabworkflowwillfollowtheprotocolsfor•  Samplecollec1onanddocumenta1on•  Sampleprocessing(preparingforandperforminganalysis)•  Samplemanagement(storing,trackingandarchiving)

RockOutcrop Collec1on Processing Management

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II.ProtocolforSampleManagementAllsamplesinthelabaremanagedwithansimpleac1vitycode.Ac:vityCodes:1.  Cut2.  Examine3.  Analyze4.  Store5.  Archive6.  Teaching7.  Out

Ac1vitycodingforprocessedsamplescanbetrackedontheIGSNQRcodeprintoutstoredwiththehandsample.

RockOutcrop Collec1on Processing Management

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II.ProtocolforSampleManagement

Ac1vityCodeExplana1ons:•  Cut:SamplesareintheprocessofbeingregisteredwithIGSN’s

andcuttopreparethinsec1onsorothersubsamples.Thisincludessampleswithslabsbeingscannedoranysamplenotyethavingathinsec1on.

RockOutcrop Collec1on Processing Management

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Ac1vityCodeExplana1ons:•  Examine:Samplesnowhaveatleastonethinsec1onprepared

andarebeingexaminedpetrographicallybuthavenothadanyanalysesperformed.•  Thesesamplesexistas(1)thecutpiecesofthehand

sampleorcore,plus(2)athinsec1on(s)storedinlabthinsec1onboxeswiththeircollectedbatch.

RockOutcrop Collec1on Processing Management

RR14-12a

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Ac1vityCodeExplana1ons:•  Analyze:Sampleshaveatleastonethinsec1onpreparedand

arebeingorhavebeenanalyzedbygeochemicaltechniques(e.g.electronmicroprobe,SEM,LA-ICPMS).

RockOutcrop Collec1on Processing Management

•  Polishedthinsec1onsmaybecarboncoatedandshouldbestoredwithotherAnalyzeSamplesthataretobebroughttotheexternallab.

•  Analyzesamplesmaybearrangedbysuitebutareseparatedfromthefullsuitesatthisstageforanalysis

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Ac1vityCodeExplana1ons:•  Store:WorkisconsideredcompleteonStoresamples.•  Thinsec1onsarecompiledforthecompletesuite,including

sec1onsthatwereanalyzed.•  Thesamplematerialisinventoriedandcondensedinthe

labeleddrawersinthestoragecabinets.•  Storageisconsideredlong-termun1larchivingisnecessary

becauseofspaceissues.

RockOutcrop Collec1on Processing Management

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Ac1vityCodeExplana1ons:•  Archivesamplesaretobeboxedandmovedfromstorage

cabinetstoalongtermloca1on.•  Thesesamplesarecollec1onsmanagedbythelocal

department.ThePIisnolongerac1velydoingresearch.•  Archivesamplesshallberemainlabeledandbaggedjustas

Storesamplesare,butwillbeboxedassuites.•  Boxedsuitesshouldincludeasampleinventorylistand

printedsheetofIGSNQRcodes.

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Ac1vityCodeExplana1ons:•  Teachingsamplesaretreatedandstoredseparatelyfromother

samples,inteachingcollec1onsunless•  Thesesamplesarecollec1onsmanagedbythelocal

department.Theyshouldnotbemanagedbyanyonebutinstructors.

•  TeachingsamplesmayservetwopurposesandmayalsobeArchiveorStoresamplesremovedfromtheirrespec1vesuitesandmanagedasTeachingsamples.Inthiscase,specialnotesshouldbemadeintheArchiveorStoresampleinventories.

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Ac1vityCodeExplana1ons:•  Outsamplesarenotpresentlyin

thecollec1onsthoughtheyares1llconsideredpartoftheirrespec1vesuites.SamplesmaybesentOutfordifferentreasons,butshouldbe:•  Listedasoutonthewhiteboard

iftheycomefromExamineorAnalyzesuites.

•  NotedonsampleinventorysheetsiftheyareoutfromStoreorArchivesuites.

RockOutcrop Collec1on Processing Management