Thermo Fisher Scientific Chromeleon-PA Analyzer User guide

Category
Software
Type
User guide
Chromeleon-PA Analyzer
Users Guide
© 2003 Dionex Corporation
Document No. 031964
Revision 01
October 2003
©2003 by Dionex Corporation
All rights reserved worldwide.
Printed in the United States of America.
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may be copied or distributed, transmitted, transcribed, stored in a retrieval system, or
transmitted into any human or computer language, in any form or by any means,
electronic, mechanical, magnetic, manual, or otherwise, or disclosed to third parties
without the express written permission of Dionex Corporation, 1228 Titan Way,
Sunnyvale, California 94088-3603 U.S.A.
DISCLAIMER OF WARRANTY AND LIMITED WARRANTY
THIS PUBLICATION IS PROVIDED “AS IS” WITHOUT WARRANTY OF
ANY KIND. DIONEX CORPORATION DOES NOT WARRANT,
GUARANTEE, OR MAKE ANY EXPRESS OR IMPLIED
REPRESENTATIONS REGARDING THE USE, OR THE RESULTS OF THE
USE, OF THIS PUBLICATION IN TERMS OF CORRECTNESS, ACCURACY,
RELIABILITY, CURRENTNESS, OR OTHERWISE. FURTHER, DIONEX
CORPORATION RESERVES THE RIGHT TO REVISE THIS PUBLICATION
AND TO MAKE CHANGES FROM TIME TO TIME IN THE CONTENT
HEREINOF WITHOUT OBLIGATION OF DIONEX CORPORATION TO
NOTIFY ANY PERSON OR ORGANIZATION OF SUCH REVISION OR
CHANGES.
TRADEMARKS
Chromeleon is a registered trademark of Dionex Corporation.
OPC is a trademark of the OPC Foundation.
PRINTING HISTORY
Revision 01, October 2003
Doc. 031964-01 10/03 i
Contents
1 Introducing Chromeleon-PA
1.1 Introducing Chromeleon-PA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
1.2 About the Chromeleon Datasource . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
1.2.1 Datasource Folder Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
1.2.2 Changing the Current Datasource . . . . . . . . . . . . . . . . . . . . . . . 6
1.3 About the Analyzer Program User Interface . . . . . . . . . . . . . . . . . . . . . . 7
1.3.1 Program Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
1.3.2 Window Panes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
1.3.3 Alert Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
1.3.4 Status Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
1.4 About the Event Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
1.4.1 Filtering the Event Monitor List . . . . . . . . . . . . . . . . . . . . . . . . 10
1.4.2 Resizing the Event Monitor Window and Column . . . . . . . . . 10
2 Configuring Analyzers
2.1 About Configuring Analyzers and Systems . . . . . . . . . . . . . . . . . . . . . 11
2.2 About Creating Instrument Control Programs . . . . . . . . . . . . . . . . . . . 12
2.2.1 Example Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
2.3 About Creating Method (QNT) Files . . . . . . . . . . . . . . . . . . . . . . . . . . 13
2.4 Adding Analyzers and Assigning Systems . . . . . . . . . . . . . . . . . . . . . . 14
2.4.1 About the Configuration Tree . . . . . . . . . . . . . . . . . . . . . . . . . 14
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2.4.2 Guidelines for Adding Analyzers . . . . . . . . . . . . . . . . . . . . . . .15
2.4.3 How to Add a New Analyzer . . . . . . . . . . . . . . . . . . . . . . . . . .15
2.5 Removing Analyzers and Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
2.6 Renaming Analyzers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
2.7 Configuring Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
2.8 Configuring Streams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
2.8.1 How to Configure a Stream . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
2.8.2 How to Override the Default Sample Prep Parameters . . . . . . .21
2.9 Creating and Editing Sequences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22
2.9.1 How to Create or Edit a Sequence . . . . . . . . . . . . . . . . . . . . . . .23
2.9.2 How to Override the Current Sample Prep Parameters . . . . . . .24
2.9.3 How to Delete a Sequence . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
2.10 Assigning Default Sequences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
2.10.1 How to Assign Default Sequences to an Analyzer . . . . . . . . . .26
2.11 Defining Result-Based Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
2.11.1 How to Define a Result-Based Event . . . . . . . . . . . . . . . . . . . .27
2.12 Configuring Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
2.12.1 About Alarms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
2.12.2 Alarm Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
2.12.3 Alarm Priorities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32
2.12.4 How Alarm Lights and Relays are Cleared . . . . . . . . . . . . . . .32
2.12.5 Configuring Hardware Alarms . . . . . . . . . . . . . . . . . . . . . . . . .33
2.12.6 Bypassing Streams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34
Contents
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3 Analyzing (Running) Sample Streams
3.1 About Analyzing (Running) Sample Streams . . . . . . . . . . . . . . . . . . . . 35
3.2 About Sequence Runs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
3.3 About Sample Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
3.4 About Sample Preparation Overlap . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
3.5 Creating Sequence Batches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
3.6 Running Sample Streams Manually . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
3.7 Controlling Analyzer Runs (Start, Stop, Standby, and Resume) . . . . . 42
3.8 About Operating Individual Systems Offline . . . . . . . . . . . . . . . . . . . . 44
3.9 Taking Systems Offline and Online . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
3.9.1 How to Take a System Offline if the Analyzer is Stopped . . . 45
3.9.2 How to Take a System Offline if the Analyzer is Running . . . 45
3.9.3 How to Bring a System Back Online (Resume) . . . . . . . . . . . . 46
3.10 Running a System Offline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
3.11 About Processing Result-Based Events . . . . . . . . . . . . . . . . . . . . . . . . 47
3.11.1 Result-Based Event Flow Diagrams . . . . . . . . . . . . . . . . . . . . . 48
3.12 Viewing Chromatograms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
4 • Reporting
4.1 About Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
4.2 About Report Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
4.3 Enabling and Disabling End-of-Run Reports . . . . . . . . . . . . . . . . . . . . 70
4.4 Scheduling Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
4.5 Suspending a Scheduled Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
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4.6 Modifying a Scheduled Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .73
4.7 Printing Reports Immediately . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74
5 • Trending
5.1 About Trending . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75
5.2 Defining New Trend Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76
5.3 Editing a Trend Line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .77
5.4 Defining the Trend Range . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .78
5.5 Working with Trend Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81
5.6 About the Trend Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81
5.7 Changing the Trend Chart Scale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82
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1 Introducing Chromeleon-PA
1.1 Introducing Chromeleon-PA
Dionex Chromeleon-PA is a client/server-based chromatography data system that
provides software control of the DX-800 Process Analyzer.
Chromeleon-PA is an extended version of the Dionex Chromeleon
chromatography data system. Chromeleon-PA adds process monitoring functions
to the Chromeleon chromatography functions. These functions include sample
stream selection, sample preparation and analysis, configuration of alarms and
conditional responses, and component data trending.
The following sections provide an overview of Chromeleon-PA's main features.
Chromeleon-PA Components
These are the Chromeleon-PA main components:
Chromeleon Server Configuration program: This program contains
configuration information about the chromatography instrument systems that
are in the DX-800 Process Analyzer. This program is a standard component of
the Chromeleon chromatography data system.
Chromeleon instrument server: The server controls the data exchange
between the DX-800 Process Analyzer and the Chromeleon-PA computer.
Chromeleon Server Monitor program: This program is required for starting
and monitoring the chromatography server. This program is a standard
component of the Chromeleon chromatography data system.
Chromeleon program: This program is the Chromeleon client user interface
for accessing chromatography data and for controlling individual
chromatography instruments. This program is a standard component of the
Chromeleon chromatography data system.
Analyzer program: This program is the user interface for accessing process
analytical functions. This includes all analyzer-level configuration, control,
results display, and results reporting. This program is unique to
Chromeleon-PA.
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Datasource: This is the database in which Chromeleon-PA data is stored.
Chromeleon-PA OPC Interface (Optional): The Chromeleon-PA OPC
(OLE for Process Control) Server allows access to, and limited control of, one
or more DX-800 Process Analyzers by an external OPC-compatible program
(the client). The OPC client uses DX-800 data and/or alarm and event
information for custom applications. The Chromeleon-PA OPC interface
specifications are based on the Axeda FactorySoft OPC™ Toolkit. Refer to
Setting Up Chromeleon-PA (Document No. 031970) for details about the
Chromeleon-PA OPC interface.
The above programs, as well as the datasource and instrument server can be
installed on a single computer or on separate computers, as in the following
example:
Introducing Chromeleon-PA
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Instrument Configuration
Before Chromeleon-PA can operate the DX-800 Process Analyzer, it needs to
know what instruments are to be controlled and how they are connected. The
Chromeleon Server Configuration program is used to define the instruments in
your analyzer systems. A typical system consists of a CC80 Component
Controller, an analytical pump, and a detector.
After the systems are configured, they are assigned to analyzers. A typical
analyzer consists of one or more systems combined to operate in parallel. An
analyzer is configured to sequentially monitor from 1 to 21 samples. If more than
one sample will be monitored, an optional SS80 Sample Selector is installed on
one of the systems. Chromeleon-PA can control a total of four systems configured
in up to four analyzers. The example in the figure below shows four systems
configured into two analyzers.
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Instrument Control and Data Acquisition
The individual systems handle all low-level instrument control and data
acquisition functions. Programs (created in Chromeleon) contain the commands
required for controlling instrument functions. Sample analysis sequences (created
in the Analyzer program) define the order in which samples are analyzed.
Chromeleon-PA coordinates all instrument control, sample selection and
preparation, injection, and data acquisition functions, as shown in the figure
below:
Data Processing and Trending
At the end of each analysis, Chromeleon-PA processes the data as specified in the
quantification (QNT) method assigned to the system. In addition, Chromeleon-PA
allows data trending (monitoring of data over time). Trend data is displayed
graphically on the trend plot.
Unlike Chromeleon, which can be connected to multiple datasources,
Chromeleon-PA can be attached to only one Chromeleon datasource at a time. All
data from the configured analyzers is stored and retrieved from this single
datasource. The datasource contains all sample data as well as all other
information related to the analyzer: the Chromeleon Audit Trail, Analyzer Event
Log, report templates, alarm configurations, and so on. Chromeleon-PA
Introducing Chromeleon-PA
Doc. 031964-01 10/03 5
determines the folder structure of the datasource where sample data and other
types of data is stored.
Reporting
Chromeleon-PA provides several reporting and printing options. Individual
sample reports can be printed after each sample run is completed. Summary
reports can also be scheduled to print at specified intervals (for example, daily or
weekly). Scheduled summary reports can be created for individual analyzers,
streams, and/or systems.
Report definition files that define what information to include in the report and
how to organize the report are created in Chromeleon. The schedule for when a
report should be printed is specified in the Analyzer program.
1.2 About the Chromeleon Datasource
Chromeleon-PA can be attached to only one datasource at a time. All data
(including sample data, the Audit Trail, the Analyzer program Event Log, report
templates, alarm configurations, and so on) is stored and retrieved from this
datasource. Chromeleon-PA creates the folder structure of the datasource.
1.2.1 Datasource Folder Structure
When timebases (systems) are created in the Server Configuration
program, Chromeleon creates a top-level folder in the datasource for each
configured system. All programs (PGM files), methods (QNT files), and
report templates (RDF files) for a system must be stored in this top-level
folder. These files are used as templates during daily operation, as
described below.
During daily operation, when the analyzer begins the first sequence of the
day, Chromeleon-PA creates a new folder under the system top-level
folder and names it with the current year, month, and day. All sequences
started on that day are then placed in this subfolder. Each sequence is
named with a 6-digit number to ensure uniqueness. Output PGM and
QNT files, which are copied from the template versions located in the
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top-level folder, are also stored in the sequence folder. You can view the
datasource structure in the Chromeleon Browser.
1.2.2 Changing the Current Datasource
1. To change the current datasource, select Datasource from the
Administration menu. This opens the Datasource dialog box.
2. In the Available Datasources box, select the desired datasource and
click Make Current.
The Available Datasource box contains all of the datasources currently
connected in Chromeleon. If a particular datasource does not appear in
the available list, check to see if it is connected in Chromeleon.
Introducing Chromeleon-PA
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1.3 About the Analyzer Program User Interface
The Analyzer program user interface is designed to let you easily access program
functions.
The following sections describe the main features of the user interface.
1.3.1 Program Tabs
Clicking one of the three tabs on the Analyzer program window
(Configuration, Run, or Trending) displays a page with controls for the
selected program function.
Use the Configuration page to configure analyzers and systems before
starting sample processing.
Use the Run page to control processing of sample streams on the
configured analyzers and systems.
Use the Trending page to view a graphical display of selected data
over time.
1.3.2 Window Panes
Each program page is divided into left and right panes.
On the Configuration and Run pages, use the left pane to configure
analyzers. On the Trending page, use the left pane to define trend
lines. The settings selected on the left pane determine the information
displayed on the right pane. For example, on the left pane of the
Configuration page, select an analyzer name to display configuration
properties for the analyzer, or select a system name to display
configuration properties for the system.
The right pane provides access to most Analyzer program functions.
Use the right pane of the Configuration page to configure streams,
sequences, and result-based events. Use the right pane of the Run
page to control analyzer sequence batch and manual sample runs, and
to control runs on individual systems. Use the right pane of the
Trending page to view plots of the trend lines defined on the left pane.
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1.3.3 Alert Bar
Whenever an event occurs in the Analyzer program (for example, a
sequence is started or an error occurs), the information is displayed across
the alert bar above the program tabs.
After the event is displayed in the alert bar, it is added to the Event
Monitor (see Section 1.4).
1.3.4 Status Bar
Status information for the analyzers and systems is listed across the
bottom of the program window. You can allow the status to scroll through
the analyzers and systems, pausing at each one to briefly display status
information, or you can lock the display to view only a selected analyzer
and/or system.
To lock the status bar display, select the analyzer or system that you want
to view and then click the unlocked icon . The icon changes to locked
. The status bar will now display status for only the selected (locked)
analyzer or system.
In the example status bar shown below, Analyzer 2 is running Sample 1.
The system status is locked on System_A, which is currently running a
program named CC84.
Notes:
To hide the left pane, click . To show the left pane when it is
hidden, click the vertical bar on the left side of the page.
To change the width of the left pane, point to the right edge of the pane.
The cursor changes to left and right arrows . Drag the pane to the
desired size.
Introducing Chromeleon-PA
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1.4 About the Event Monitor
Whenever an event occurs in the Analyzer program (for example, a sequence is
started or a report is printed), the Analyzer program displays the event in the alert
bar at the top of the window. The information is displayed across the alert bar and
then added to the list of events in the Event Monitor window. A notice next to the
Show Event Monitor button displays the number of new items in the list.
Clicking Show Event Monitor opens the Event Monitor window.
The Event Monitor lists all Analyzer program events that have occurred in the
past 7 days.
Notes:
If an analyzer or system is removed from the configuration, events
generated for the analyzer or system before it was removed will remain
on the list for 7 days after they were generated.
The items listed in the Event Monitor are separate from and supplemental
to the Audit Trail in Chromeleon. Items shown in the Audit Trail do not
appear in the Event Monitor and vice versa. For example, when running a
sequence, the Event Monitor lists events related to the analyzer (analyzer
started, stream in use, analyzer run completed, etc.), while the Audit Trail
lists messages related to individual system control (start of sample, inject,
autozero, acquisition on, etc.).
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1.4.1 Filtering the Event Monitor List
Each entry in the Event Monitor List indicates the following details:
The event type ( error, warning, or information)
The event category (hardware, software, report, or component).
The analyzer and system that generated the event.
You can filter the list using one or more of these conditions. If filter
conditions are not currently displayed in the window, click Show Filter
Conditions. Then, select or clear the check boxes to view the desired set
of events.
1.4.2 Resizing the Event Monitor Window and Column
To resize the Event Monitor window, position the mouse at the lower right
corner of the window and drag. To change the width of a column, position
the cursor on the right border of the column and drag.
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2 Configuring Analyzers
2.1 About Configuring Analyzers and Systems
Use the Configuration page to configure analyzers and systems before starting
sample processing.
Analyzer configuration consists of the following basic steps:
Assigning one or more chromatography instrument systems to the analyzer
The systems assigned to an analyzer configuration operate synchronously to
analyze a series of process sample streams.
Configuring each system
Each system in the analyzer configuration is assigned default control
programs, a quantification method, a confidence interval, a report format, and
alarm parameters.
Defining the streams to be analyzed
An analyzer can include definitions for up to 100 streams. These include the
SS80 valve positions (either 7, 14, or 21) and one or more non-valve streams
(these are typically, calibration and check standards). Each stream is assigned
a name and a type (calibration, check standard, sample stream, blank, or
matrix). Optionally, each stream can be assigned sample preparation
parameters (program, injection volume, and internal standard amount), which
override the default parameters assigned to each system.
Defining sequences
The sequences defined for an analyzer can be used for various functions, such
as running sample analyses, calibrating the analyzer, or running check
standards. The samples in the sequence can also optionally be assigned
sample preparation parameters, which will override parameters assigned to
the stream and the system.
Assigning default sequences to the analyzer
There are four analyzer functions to which you can assign default sequences:
(1)routine analyzer runs, (2)startup, (3)calibration, and (4)check standards.
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Defining result-based events
After each sample is run, the results can be compared against pre-defined
conditions. If the results meet at least one of the conditions, an event is
triggered. For example, if the amount of chloride in a sample exceeds a pre-
defined maximum, the check standard sequence is triggered to run.
2.2 About Creating Instrument Control Programs
Instrument control programs are created in Chromeleon with the Program Wizard.
This section provides an overview of the types of programs needed for an
analyzer, guidelines for creating the programs, and example programs. For details
about how to create a program with the Program Wizard, refer to the Chromeleon
Help.
The Analyzer program lets you assign the following four types of programs to a
system:
The Chromeleon Program Wizard is designed primarily for creating programs for
sample analyses (default). Default programs include commands for injection and
data acquisition, which are not used with the Standby, Shutdown, and Overlap
Flush programs.
When you use the Program Wizard to create a Standby, Shutdown, or Overlap
Flush program, delete the following commands from the program after
completing the Wizard:
Autozero
ECD_1.AcqOn
ECD_1.AcqOff
Program Type Used For
Default Running sample analyses.
Standby Placing a system in standby.
Shutdown Shutting down a system.
Overlap Flush Flushing when a sequence is interrupted (for example, if an
alarm occurs).
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2.2.1 Example Programs
Chromeleon-PA provides example program files, which you can refer to
when creating programs for your analyzer. Because every program is
created for a specific system and application, the examples will not work
“as is” with your analyzer, but the principles behind the types of
commands included and the order in which they are listed can be applied
to many systems.
Refer to Setting Up Chromeleon-PA (Document No. 031970) for printouts
and descriptions of the example programs.
The example programs are included in the CM-PA Example datasource
on the Chromeleon-PA installation CD. To connect to the datasource and
view the examples, insert the CD in the drive, go to the Chromeleon
Browser, and select File>Mount Datasource>Browse.
2.3 About Creating Method (QNT) Files
Quantification method files are created in Chromeleon using the QNT Editor and
stored in each system's top-level folder in the Chromeleon datasource. These files
are used as templates during daily operation as described below.
During daily operation, when the Analyzer program runs a sequence, it copies the
template method (QNT) file from the systems top-level program and saves it with
the sequence. If a sequence includes calibration standards, both the sequence copy
of the method and the template method are updated. This ensures that the updated
calibration information is used for all subsequent sequence runs on that system.
The steps below provide an overview of how to create a method file for
Chromeleon-PA. For detailed instructions, refer to Chromeleon Help. In the
Chromeleon Help keyword index, select QNT Editor>Actions.
Complete the following steps in the Chromeleon client.
1. Create a new method file (select File>New>Method File) or copy one of the
example files included in the Dionex Templates>IC Applications folders
and modify it as required for your system.
2. In the QNT Editor, select the General tab page, and select the Fixed Mode
under Global calibration settings.
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3. Create a sequence that runs the desired number of levels and replicates of the
calibration standards.
4. Run the standards.
5. In the QNT editor, select the Calibration tab and add the standards to
the table (right-click and select Insert Standard).
6. On the Amount Table tab page, enter the amounts of the components
in the standard.
7. On the General tab page, click the Calibrate button to generate the
calibration curve and parameters.
8. Save the calibrated method file in the top-level folder for the system.
2.4 Adding Analyzers and Assigning Systems
Analyzers are added from the configuration tree (the left pane on the
Configuration page). To go to the Configuration page, select the Configuration
tab. If the configuration tree is hidden, click the vertical bar on the left side of the
page.
2.4.1 About the Configuration Tree
The first time the Analyzer program is started, the configuration tree
contains a single branch labeled Unassigned Systems. This branch lists
systems that were configured in the Chromeleon Server Configuration
program and that are not yet assigned to an analyzer.
Note: An analyzer’s configuration cannot be changed while it is running.
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Thermo Fisher Scientific Chromeleon-PA Analyzer User guide

Category
Software
Type
User guide

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