cabinet-filingStorage Management

Storage management involves the administration of storage containers, locations, and conditions to ensure the safe and efficient storage of materials, samples, or products within a laboratory or facil

Overview

Labii Storage Management gives laboratories and research organizations a single, flexible system to manage all physical storage spaces—labs, rooms, shelves, freezers, boxes, and beyond. With full customization, real-time visibility, and deep integration across Labii ELN, LIMS, Inventory, and Equipment Management Systems (EMS), teams always know where things are, what space is available, and how storage is structured, no matter how complex the facility.

Key Benefits

  • Unified System: Manage all types of lab spaces from buildings and labs to shelves, freezers, racks, boxes, and individual positions in a single platform

  • Visual Management: See exactly what's stored and where with intuitive storage maps showing occupied and empty locations

  • Fully Customizable: Define storage dimensions, capacity, layout, and constraints to match your physical environment

  • Real-Time Tracking: Monitor storage capacity and usage in real time, highlighting available space instantly

  • Deep Integration: Seamlessly connected with Sample Management, Inventory Management, and Equipment Management for complete traceability

  • Hierarchical Organization: Build clear relationships and hierarchies between storage spaces with visual flowcharts

  • Item Location Trees: View complete storage paths from building down to specific positions for any sample or material

Target Users

  • Laboratory managers overseeing multiple storage locations

  • Research scientists tracking sample and material locations

  • Inventory coordinators managing laboratory supplies

  • Quality assurance teams ensuring proper storage conditions

  • Facility managers optimizing lab space utilization

Learn more about Labii Storage Management at https://www.labii.com/products/storage-managementarrow-up-right.

Storage Map visualization showing storage layout
Visual storage map displaying item locations and availability

Use Cases

Laboratory Space Management

  • Organize and track all physical locations from buildings and labs down to individual storage positions

  • Maintain hierarchical relationships between storage spaces (e.g., freezers within labs, boxes within freezers)

  • Optimize space utilization by identifying available storage locations in real time

  • Plan storage expansion based on usage patterns and capacity trends

Sample and Material Storage

  • Store and locate biological samples (cell lines, DNA/RNA, proteins, antibodies) in ultra-low temperature freezers

  • Track chemical storage in cabinets with proper safety and segregation protocols

  • Manage clinical samples across multiple storage locations for diagnostic testing

  • Organize microbial strains, plasmids, and other research materials with precise location tracking

Equipment and Inventory Integration

  • Link equipment locations to specific lab spaces for asset tracking

  • Connect inventory items to their exact storage positions for quick retrieval

  • Maintain temperature-controlled storage environments for sensitive materials

  • Track storage conditions and environmental parameters alongside physical locations

Compliance and Audit Trails

  • Maintain complete audit trails of storage assignments and movements

  • Document storage conditions for GLP, GMP, and FDA compliance requirements

  • Generate reports showing storage utilization and capacity for regulatory submissions

  • Track sample chain of custody with detailed location history

Multi-Site Facility Management

  • Manage storage across multiple buildings, floors, and laboratory spaces

  • Standardize storage structures and naming conventions across facilities

  • Coordinate shared storage resources between research teams

  • Visualize facility-wide storage capacity and availability

Getting Started

1

Navigate to Applications from the main menu and install the Inventory Management application if not already installed. See how to install applications for detailed instructions.

2

Access the Storages table from the side menu to view your storage list

3

Review the default storage columns and customize as needed:

  • Projects: Associate storage with specific projects

  • Name: Unique identifier for the storage location

  • Description: Detailed information about the storage

  • Storage configuration: Define storage type, dimensions, and layout

  • Storage information: Set parent-child relationships and coordinates

  • Space usage information: Track capacity and availability

4

Configure storage relationships to reflect your laboratory's physical layout, from high-level locations down to individual positions

Storage Configuration

Default Storage Columns

  • Projects

  • Name

  • Description

  • Storage configuration

    • Type - Type of storage

    • Number Of Rows - Image the storage as a gird, how many rows does it has?

    • Number Of Columns - Image the storage as a gird, how many columns does it has?

    • Should Transpose Header - This field defines the headers of the storage map.

      • When not checked, column headers are letters and row headers are numbers.

      • When checked, column headers are numbers and row headers are letters. Particularly for well plates, this is a common occurrence.

  • Storage information - Location of storage. An example is a 96-well box placed in a -80°C freezer.

    • Parent - The container of current storage

    • Storage Coordinates - The coordinates of the sample in the parent storage.

  • Space usage information

    • Space Used - The number of occupied spaces.

    • Space Available - Availability of remaining space.

  • Metadata

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All storage types are handled consistently in the platform, whether you manage wet labs, cold storage, chemical cabinets, or shared facilities. Customize the columns to match your specific storage management needs.

Linking Samples to Storage

The Labii sample storage management system allows you to manage all of your lab's samples and specimens. Among these are blood samples, cell lines, antibodies, plasmids, soil, etc.

To define how samples are linked/assigned to storage, Labii uses two columns:

  • Storage (ForeignKey widget) - The storage to store the sample

  • Storage Coordinates (StorageCoordinates widget) - The coordinates of the sample in the storage.

Storage assignment columns
Storage and Storage Coordinates columns for linking items to storage locations

Creating Storage Records

You can create storage records using several methods depending on your needs:

Method 1: Create Single Storage Record

Use the built-in form to create individual storage records. This method is ideal when creating a few storage units.

1

Navigate to the Storages table from the side menu

2

Click the + Add button to open the creation form

3

Fill in the storage details:

  • Name and description

  • Storage type and dimensions (rows, columns)

  • Parent storage and coordinates

  • Associated projects

4

Click Save to create the storage record

Learn more about adding blank records

Storage creation form
Creating a new storage record with the built-in form

Method 2: Bulk Add Storage

Create multiple storage records simultaneously. Best for creating 2-20 storage units at once.

1

From the Storages table, select Bulk Add from the add menu

2

Specify the number of storage records to create

3

Fill in the common information that applies to all storage units

4

Customize individual storage details as needed

5

Submit to create all storage records at once

Learn more about bulk add functionality

Method 3: Import Storage Records

Import storage data from spreadsheets. Ideal for creating tens or hundreds of storage records simultaneously.

1

Prepare your storage data in a spreadsheet with columns matching the storage table structure

2

From the Storages table, click the Import button

3

Upload your spreadsheet file (CSV, Excel, or other supported formats)

4

Map your spreadsheet columns to Labii storage fields

5

Review and validate the import preview

6

Execute the import to create all storage records

Learn more about importing data

Managing Storage Records

You can manage all your storages in the platform using the Storage list view. Access the Storage list view easily by clicking Storages from the side menu.

Storage List View Capabilities

The Storage list view provides comprehensive management tools:

Storage list view interface
Storage list view showing all management capabilities

Printing Storage Barcodes and Labels

Print storage labels or barcodes directly from Labii to enable easy physical identification and scanning of storage locations.

1

Navigate to the Storage list view

2

Select the storage records you want to print labels for

3

Click the Bulk Print menu and choose your preferred format:

  • Barcode - Standard barcode format

  • QR code - QR code format for mobile scanning

4

Configure print settings and generate your labels

5

Print the labels and affix them to your physical storage locations

Learn more about bulk printing barcodes

Storage barcode printing
Bulk print storage barcodes and QR codes for easy scanning

Finding and Locating Storage

Labii provides multiple methods to quickly find and locate storage locations, whether you're searching digitally or scanning physical labels.

Method 1: Search from Labii Platform

When working in the Labii platform, you can find storage using keywords or identifiers.

Search from Navbar

1

Click the Search button in the navbar at the top of the screen

2

Enter your search keywords (storage name, identifier, or related terms)

3

View results displayed in the dropdown box

4

Select the storage record that matches your search

Search button in navbar
Quick search access from the navbar

Search from Storage List

1

Navigate to the Storages table from the side menu

2

Enter keywords into the Search box at the top of the list

3

Click Search to update the results

4

(Optional) Use Advanced Search to filter by specific fields or field combinations for more precise results

Storage list search interface
Search and filter storage records from the list view

Method 2: Scan Storage Barcode/QR Code

When you're physically at a storage location, quickly access its digital record by scanning its barcode or QR code.

1

Click the Scan button from the navbar

2

Choose your scanning equipment:

  • Built-in camera on your device

  • Third-party barcode scanner

3

Scan the barcode or QR code on the storage label

4

View the storage record that appears automatically

Learn more about scanning functionality

Visualizing Storage Hierarchies

Use Labii's Relationship Flowchart widget to visualize storage relationships and quickly understand where a storage location fits within your facility's hierarchy.

1

Open the storage record you want to locate

2

Scroll down to the Storage Flowchart section

3

View the relationship flowchart showing:

  • Current storage (highlighted in red)

  • Parent storage (above, connected by arrows)

  • Child storage (below, contained within current storage)

  • All related storage units (shown in green)

4

Click any storage box in the flowchart to view its details

5

Follow the arrows to trace the complete storage path from top-level location to specific position

Storage relationship flowchart
Storage hierarchy flowchart showing parent-child relationships
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The relationship flowchart provides an intuitive way to understand complex storage layouts, making it easy to locate items even in large, multi-level facilities.

Working with Storage Maps

Labii provides visual storage maps for managing location information and optimizing complex storage layouts. Storage maps show exactly what items are stored in each position, making it easy to identify occupied and available spaces.

Storage map interface
Visual storage map showing item locations and availability

Viewing Storage Maps

1

Open a storage record that has dimensional configuration (rows and columns)

2

Navigate to the Storage Map section

3

View the visual grid layout showing:

  • Occupied positions (with item identifiers)

  • Empty positions (available spaces)

  • Position coordinates (e.g., A1, B2)

4

Click any position to view or assign items

Downloading Storage Layouts

Export storage layout information for offline reference or documentation.

1

Open the storage record with the layout you want to export

2

Navigate to the Storage Map section

3

Select your preferred download format:

  • Map format - Visual grid representation

  • List format - Tabular data with coordinates and items

4

Download the file for your records or reporting needs

Assigning Items to Storage

Labii provides multiple flexible methods to assign samples, materials, or equipment to storage locations.

Method 1: Assign via Column Edit

The most direct method to assign storage is by editing the Storage and Storage Coordinates columns.

1

Open the item record (sample, inventory, equipment) you want to assign to storage

2

Navigate to the Columns view or use the add form

3

Fill in the storage assignment fields:

  • Storage: Select the storage location from the dropdown

  • Storage Coordinates: Choose the specific position within the storage

4

With the StorageCoordinates widget, you can view the storage layout and select available positions visually

5

Save the changes to assign the item to the storage location

Storage coordinates selection
Select storage coordinates visually from the storage layout
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Use Batch Edit to assign storage to multiple items simultaneously, ideal for organizing large numbers of samples or materials.

Method 2: Assign from Storage Map

Assign items directly from the storage map interface for an intuitive, visual organization experience.

1

Open the storage record where you want to place items

2

Scroll to the Storage Map section

3

Click on an empty position/well where you want to assign an item

4

Click the Assign to [position] button that appears

5

In the modal dialog, search for and select one or multiple items to assign to this position

6

Click Submit to complete the assignment

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Method 3: Assign via Import

For bulk storage assignments, use the import function to assign storage to many items at once.

1

Prepare your import file with the following columns:

  • Item identifier (UID or other unique field)

  • storage: The UID of the storage location (e.g., SG1)

  • storage_coordinates: The position coordinates (e.g., A1, B2)

2

Navigate to the table containing your items (samples, inventory, etc.)

3

Click the Import button

4

Upload your file and map the columns appropriately

5

Review the import preview to verify storage assignments

6

Execute the import to assign all items to their designated storage locations

Learn more about the import function

Advanced Features

Building Storage Relationships and Hierarchies

Create complex storage hierarchies that mirror your physical facility layout, from buildings down to individual storage positions.

1

Create high-level storage records (e.g., Building A, Lab 101)

2

Create mid-level storage records (e.g., Freezer -80C, Cabinet 5) and assign them to parent storage using the Parent field in Storage Information

3

Create low-level storage records (e.g., Box 1, Shelf 3) and assign them to their parent storage

4

Use the Storage Flowchart widget to visualize and verify your hierarchy

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These relationships are visualized in intuitive hierarchy charts, making complex storage layouts easy to understand and manage at any scale.

Customizing Storage Dimensions and Structure

Every storage space can be fully customized to match your physical environment.

Customizable Parameters:

  • Number of Rows and Columns: Define the grid layout

  • Header Transpose: Switch between letter/number and number/letter coordinate systems

  • Storage Type: Categorize by function (freezer, cabinet, shelf, etc.)

  • Capacity Tracking: Monitor space used versus available

  • Custom Metadata: Add facility-specific fields for temperature, access restrictions, etc.

Real-Time Space Usage Tracking

Labii automatically tracks storage capacity and availability, preventing overfilling and optimizing space utilization.

Automatic Tracking:

  • Space Used: Number of occupied positions

  • Space Available: Number of empty positions

  • Utilization Percentage: Visual indicators of capacity

  • Availability Alerts: Identify storage nearing capacity

This real-time tracking helps labs plan storage expansion and identify opportunities to consolidate underutilized storage.

Integration with Other Labii Systems

Storage Management integrates seamlessly with other Labii applications:

Sample Management Integration:

  • Link samples to specific storage locations and coordinates

  • Track complete chain of custody with storage history

  • View all samples stored in any location

Inventory Management Integration:

  • Assign inventory items to storage locations

  • Track reagent and supply locations across facilities

  • Monitor stock levels by storage location

Equipment Management Integration:

  • Document equipment locations within facilities

  • Track equipment moves and relocations

  • Maintain equipment-to-storage relationships

Troubleshooting

Symptoms: Storage record exists but doesn't appear in search results

Solution:

1

Verify the storage name or identifier you're searching for

2

Use Advanced Search to search by specific fields (e.g., Storage Type, Parent Storage)

3

Check if project-level permissions are restricting visibility

4

Contact your administrator if the storage should be visible but isn't appearing

Issue: Storage Coordinates Not Displaying

Symptoms: Cannot see or select storage coordinates when assigning items

Solution:

1

Verify the storage has Number of Rows and Number of Columns configured in its Storage Configuration

2

Ensure the storage record has been saved with the dimensional configuration

3

Refresh the page to reload the storage layout

4

If the issue persists, check that the StorageCoordinates widget is properly configured for the column

Issue: Storage Map Not Showing Items

Symptoms: Storage map appears empty even though items are assigned

Solution:

1

Verify that items have both Storage and Storage Coordinates values assigned

2

Check that the coordinates match the storage's defined dimensions (e.g., A1-A10 for a 10-column storage)

3

Refresh the storage map section

4

Verify you have permission to view the assigned items

Issue: Unable to Assign Multiple Items to Same Position

Symptoms: Error when trying to assign more than one item to a storage coordinate

Solution:

1

Check if the storage is configured to allow multiple items per position (this depends on your organization's storage policies)

2

Consider creating sub-storage within the position if you need to store multiple items in one location

3

Use different coordinates for items that need separate tracking

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