application
Recording instrument settings with the experiment
Which voltages, thresholds, compensation matrices, lots and gate hierarchies to store so another person can repeat the run.
- Author
- EVRINTH Editorial Team
- Published
- 8 October 2026
- Updated
- 8 October 2026
- Reading time
- 7 min

A result that cannot be repeated from the written voltages, the matrix, the lot and the gate hierarchy is a screenshot, not an experiment. The use this page describes is a second person, six months later, trying to acquire the same panel or the same field. The limit of the claim is that a tidy plot does not contain those settings unless you stored them. How the settings become a cytometer event is in how a flow cytometer reads a cell. How display choices affect an image is in fluorescence microscopy without the myths.
The instruments that need this habit are in the scientific instruments catalogue. The assay may sit in the molecular biology pathway. Asking whether a quoted system stores the settings in the file is a quote request question.
The cytometer row
Write one row per acquisition, not one row per project. The row names the sample, the instrument, and the software version. It lists each detector's voltage or gain. It lists the threshold and the channel that triggered it. It points to the compensation matrix and to the single-stain files, acquired at those same voltages, bright enough to match the sample. It names the gate hierarchy: time, scatter, doublet, viability, lineage, question, in the order you actually used, with each parent identified.
Antibody identity sits in the same row or in a linked table: clone, fluorophore, lot, and whether a tandem was protected from light. A new lot is a new row's worth of single stains. Event rate and dilution belong here too, because a rate above the instrument's comfort inflates doublets and makes the gate mean something else. If you changed a voltage mid-study, the later files are not "the same settings". Say so.
FCS keywords can hold much of this if the software writes them. Check once that a second program can see the stain names and the spillover. Gates often live only in the workspace. Archive the workspace. The reporting culture around those files is associated with the International Society for Advancement of Cytometry.
The microscope row
Write the objective, numerical aperture, immersion and collar position. Write the cube or the laser line and the emission band. Write exposure, gain, offset, binning and the resulting micrometres per pixel. Write pinhole and z step when you section. Write whether the lookup table in the figure is linear. A reader who has the image and not this row cannot tell bleaching and biology apart, and cannot rebuild the scale bar.
The same discipline fits other instruments that emit a file and a family name. A sequencer's run folder is useful when it contains the kit identity, the cycles and the sample sheet, and decorative when it contains only a green light in a photograph. Keep the cytometry and microscopy rows to the measurements above. Do not substitute a picture of the bench for the numbers.
Filter and illumination background for the microscope row is discussed in the MicroscopyU fluorescence section. The section does not store your exposure. You do.
What people drop, and the branch when they do
If the matrix is missing, you can recompute it only when the single stains still exist and the voltages match. If the single stains are missing, the matrix is an untested number. Say that the compensation cannot be audited. Do not invent coefficients to match a figure. If the gate parents are missing, report the events as an illustration and do not pretend the percentage is defined. If the lot is missing, the next order of the antibody is a new method, and you should bridge it with a shared sample before you pool the data.
If two operators used two voltages, split the analysis or reacquire. Averaging the medians across voltage regimes mixes scaling with biology.
| Record | Why a later reader needs it | Where it usually gets lost |
|---|---|---|
| Voltage or gain per detector | The scale of every axis | A whiteboard that was wiped |
| Threshold and trigger | Which particles became events | Left at a bead setting and forgotten |
| Compensation matrix | The overlap you subtracted | A workspace that was not copied |
| Single-stain files | Proof the matrix matched the brightness | Deleted as extra tubes |
| Clone, fluorophore, lot | The reagent identity, especially tandems | "The usual antibody" in a notebook |
| Gate hierarchy and parents | The population the percentage uses | A final plot with no parents |
| Exposure, pixel size, objective | The image scale and the dose | A JPEG exported for a seminar |
| Instrument identity and date | Which optical layout ran | A shared login and no instrument name |
Failure modes
A shared spreadsheet that records "OK" in the voltage column is not a record. Numbers are the record. A screenshot of a gated plot without the parent percentage hides how much was thrown away. A matrix emailed without the FCS files cannot be reapplied with confidence. Two microscopes with the same objective magnification and different cameras need two pixel sizes. Copying one scale bar across both is a recording failure that becomes a false distance.
After a power cut, write a new row. Lasers and LEDs do not owe you the same output when they return, and a hot room may have changed the cells while you waited. In a building where cuts are ordinary, the notebook habit matters more, not less. Do not splice the before and after into one median and one exposure series.
Bridge samples belong in the record when anything in the row changes. A new tandem lot, a replaced laser, a software upgrade or a different camera each deserve a shared sample run under the old condition and the new one before the series is pooled. If that shared sample moves by more than the usual run-to-run wobble of the assay, split the series or reacquire. Do not rescale old files quietly and leave the row looking continuous. The row is how a later reader knows an instrument event happened. Without it, the shift is indistinguishable from biology.
Safety and research limits
A complete record does not authorise the sample. Unfixed human material remains an institutional decision, with the WHO Laboratory biosafety manual and the CDC BMBL as references. This page does not approve it. Recorded research settings are not a clinical protocol. If the file contains donor identifiers, the record is also a privacy matter for the institution. Keep identifiers where that policy says they belong.
What to send with an enquiry
Ask whether voltages, threshold, spillover, pixel size, exposure and gain are written into files a second program can open. State that you will archive gates and lots beside those files. Use the scientific instruments catalogue and the quote request. Ask whether a quotation is possible. An instrument that can only show a live plot, and cannot hand you the settings, cannot support this experiment record.
Questions from the bench
Which cytometer settings are the minimum record?
Record detector voltages or gains, the threshold value and the trigger channel, and the compensation matrix or the single-stain files that produced it. Record the gate hierarchy with each region's parent. Record the antibody clone, fluorophore and lot, especially for tandem dyes. Add the instrument identity, the software version, the event rate and the date. A plot image without those items cannot be defended when the cloud moves next month.
Which microscope settings match that list?
Record the objective magnification and numerical aperture, immersion, correction-collar position, filter cube, light-source power, exposure, gain, offset, binning and micrometres per pixel. For a confocal stack add pinhole size, dwell or scan speed, and z step. The same experiment-record habit applies to any instrument file, including a sequencer run folder: the settings that created the file travel with the file. A methods sentence that says only the instrument's family name is not that record.
Why is the lot as important as the voltage?
Tandem fluorophores vary by lot and degrade in the light, so last month's matrix can be wrong for this vial. Antibody clones vary in the epitope they see after fixation. A voltage record without the lot tells the next person how you scaled an unknown reagent. Write both. If you open a new lot mid-study, treat it as a new condition and acquire new single stains.
What do I do with a file split by a power cut?
Keep the two pieces as two files and write the interruption in the record. Do not concatenate them and report one median. Voltages and lasers may not have returned to the same place, and the cells may have sat in the heat. A restarted acquisition is a new row in the notebook. The time parameter inside each file will show the gap if you look.
References
Manufacturer names identify published method classes. Trademarks remain with their owners. Catalogue records on this site are independent references for enquiry. They are not a statement of inventory, distribution rights or a supply commitment. This page is educational. It is not medical advice, a diagnostic protocol or a biosafety approval.
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How a flow cytometer reads a cellHow a cytometer focuses cells into a laser, turns scatter and fluorescence into pulses, and why a gate is an argument rather than a fact.
A glossary of optical measurementsWhich optical measurements a microscope or cytometer specification should name so a later user can repeat the light path.
Biosafety of unfixed human samplesWhy unfixed human blood, tissue and cells on a cytometer or microscope stay an institutional biosafety decision, not a technique choice.