Manipulator Field: Industrial Robotics
The moving mechanism of a robot - a chain of links and powered joints - made of the arm and the wrist together.
It positions and orients whatever is fixed at its end, but the end-effector itself is not counted as part of it. This is the robotics vocabulary standard's precise name for what is loosely called a robotic arm: the arm reaches, the wrist aims, and the gripper or tool beyond the wrist is separate.
Not to be confused with Robotic arm
Reference ISO 8373:2021, Robotics - Vocabulary
Robotic arm Field: Industrial Robotics Lab AutomationMaterial handling
A programmable multi-axis arm that positions an end-effector in space to move physical resources, or to carry a tool between locations.
Everyday use calls the whole moving mechanism a robotic arm; the robotics vocabulary standard is stricter, keeping arm for only the links and joints between the base and the wrist, counting the wrist separately, and calling the whole arm-and-wrist mechanism a manipulator. This entry follows everyday use.
Not to be confused with Manipulator
Reference ISO 8373:2021, Robotics - Vocabulary
Cartesian robot Field: Industrial Robotics
An arm built from three perpendicular linear (prismatic) joints, moving the tool in straight lines along X, Y and Z.
Three degrees of freedom, a rectangular work envelope, and simple, rigid, predictable motion.
X-arm (carriage) Field: Industrial Robotics Lab Automation
The carriage that rides the X axis of a Cartesian liquid handler, carrying the end-effectors (pipettors like single- and multi-channel pipettes, needles, syringes; mechanical grippers; vacuum grippers; cameras) and moving them left and right across the deck.
On a Hamilton STAR the modules mount to the X-arm, which travels the width of the deck on the X drive, and a machine can carry two of them - a left arm and a right arm - that divide or share the deck.
Reference PyLabRobot Forums: STAR channels and multiple arms
Selective Compliance Assembly Robot Arm (SCARA) Field: Industrial Robotics
An arm with two parallel rotary joints plus a vertical linear axis: rigid along the vertical, compliant in the horizontal plane.
Typically four degrees of freedom, fast and precise for planar pick-and-place. The acronym is expanded both ways: selective compliance assembly robot arm, and selective compliance articulated robot arm.
Reference Wikipedia: SCARA
Articulated robot Field: Industrial Robotics
An arm of rotary joints in series, like a human arm, usually with four to six degrees of freedom.
A large, flexible reach envelope at the cost of more complex kinematics.
Robotic wrist Field: Industrial Robotics
The joints between the arm and the end-effector, which support it and set which way it faces.
The robotics vocabulary standard names these the secondary axes, against the arm as primary axes, so the boundary falls where the job changes rather than at any particular joint. Anatomy is a false friend here: the wrist is not counted as part of the arm, and what sits beyond it is not a hand but whatever does the task.
Reference ISO 8373:2021, Robotics - Vocabulary
End-effector Field: Industrial Robotics Lab Automation
The device attached at the robot's mechanical interface - its wrist or flange - so that the robot can carry out its task.
Tool and end-of-arm tooling (EOAT) are other names for it, so a gripper is a tool, as is a welding gun or a pipettor.
- Gripper - seizes and holds, so an arm can lift a plate or a tube and set it down elsewhere. The commonest in lab automation.
- Welding gun - joins metal. Nothing to do with a lab, which is the point: the arm does not change, only what is fixed to its wrist.
- Pipettor - draws liquid in and expels it.
- Camera - reads a barcode, inspects, or finds the resource the arm is about to take hold of.
The robotics vocabulary standard counts the end-effector as separate from the arm rather than part of it: the arm positions it, and the task it performs there belongs to the end-effector.
Reference ISO 8373:2021, Robotics - Vocabulary
Tool centre point (TCP) Field: Industrial Robotics
The reference point on the end-effector that the robot's motion is programmed against, given as an offset from the wrist flange.
It sits at the business end - a gripper's jaw contact point, a pipettor's nozzle tip - so a move sends that point to a position rather than the wrist. Fit a different end-effector and the point moves with it.
Gripper Field: Industrial Robotics
An end-effector for seizing and holding, so an arm can pick a plate or a tube up, carry it, and set it down.
The commonest end-effector in lab automation, because most transport is moving resources between locations rather than acting on them. Grippers are grouped by how they apply the force that holds the resource.
- Mechanical - closes onto it.
- Vacuum - sticks to it by suction.
- Magnetic - pulls on it, if it is ferrous.
- Adhesive - sticks to it, for surfaces too delicate to squeeze.
A lab usually meets the first two.
Industrial robotics calls what a gripper holds a workpiece.
Reference ISO 8373:2021, Robotics - Vocabulary
Mechanical gripper Field: Industrial Robotics
A gripper that takes hold by closing onto the resource and lets go by opening.
Fingers or jaws do the work, and their arrangement is what the types are named for: parallel, angular, three-finger.
Finger Field: Industrial Robotics
One of the moving parts of a mechanical gripper that closes onto the resource.
The fingers are the parts that touch it, so their shape and spacing decide what the gripper can hold and where it can hold it, and their contact point is usually where the tool frame is placed.
Vacuum gripper Field: Industrial Robotics
A gripper that takes hold by suction rather than by closing.
Air is drawn out from under a cup pressed against the resource, and the pressure difference does the holding, which suits a flat, smooth, unbroken surface - a lid, a seal, the top of a plate - and holds nothing that leaks.
Suction cup Field: Industrial Robotics
The part of a vacuum gripper that meets the resource and seals against it, usually several to a gripper.
It is to a vacuum gripper what a finger is to a mechanical one: the part that makes contact, and so the part that decides what can be held and where.
Magnetic gripper Field: Industrial Robotics
A gripper that takes hold by magnetic pull rather than by closing or by suction, and so holds ferrous material only - steel and iron, not the plastic most labware is made from.
How it lets go is what separates the kinds. A permanent magnet cannot be switched off, so it needs a stripper pin to push the resource back off. An electromagnet releases by cutting the current, and drops whatever it is holding if the power fails. An electro-permanent magnet answers both: it draws current only to switch the field, and holds on through a power cut.
Reference Schmalz, Magnetic grippers (manufacturer product documentation)
Work envelope Field: Industrial Robotics
The three-dimensional region a robot arm's tool point (TCP) can physically reach.
It is bounded by the arm's joint limits and link geometry, and is computed from the forward kinematics swept over those limits. Reachable workspace is the same region under its more formal robotics name: the set of positions the tool can attain in at least one orientation. Work envelope is the term manufacturers put on a datasheet, so it is the one most people meet first.
Payload Field: Industrial Robotics
The mass an arm can carry, counted as everything attached to it: the end-effector and the workpiece together.
So the figure on a datasheet is not what can be picked up - a gripper spends part of it before anything is held, and what is left is the budget for the plate.
Liquid handling Field: Liquid handling Lab Automation
Moving measured volumes of liquid between containers - the core of most lab automation.
Pipetting Field: Liquid handling
Moving a measured volume of liquid by drawing it into a tip and expelling it again.
Aspiration and dispense are its two halves, and a transfer is one of each.
Aspiration Field: Liquid handling
Drawing liquid into a tip from a source container.
Dispense Field: Liquid handling
Expelling liquid from a tip into a destination.
Pipetting mode Field: Liquid handling
Pipetting mode is whether a pipetting action moves liquid to a different container or keeps it in the same one.
A transfer moves a net volume from a source into a different destination container; a mix draws liquid up and returns it to the same container to homogenise it, moving none between containers.
Transfer Field: Liquid handling
Moving a net volume of liquid from a source to a destination.
The default pipetting mode, as opposed to mixing in place.
Transfer pattern Field: Liquid handling
The source-to-destination map of a transfer: single (one to one), distribute (one to many), or consolidate (many to one).
Single Field: Liquid handling
One source to one destination.
Distribute / Aliquotting Field: Liquid handling
One source to many destinations: aspirate once, then dispense to each in turn.
Consolidation / Pooling Field: Liquid handling
Many sources to one destination: aspirate from each in turn, then dispense together.
Mix Field: Liquid handling
Repeated aspiration and dispense cycles to homogenise liquid in a well.
Dispensing mode Field: Liquid handling
Dispensing mode is a classification of how liquid is released to its target destination.
Surface Field: Liquid handling
Releasing liquid by touching - and potentially immersing the tip into - the target liquid; which might benefit from surface following.
Jet Field: Liquid handling
Releasing liquid by non-contact ejection from a distance.
Air and touch Field: Liquid handling
Dispensing while the tip is still in air, forming a liquid bulge or droplet, then lowering the tip until the liquid touches the target surface - at a fixed, declared height or via capacitive liquid level detection.
Surface following Field: Liquid handling
Moving the tip vertically to track the liquid surface as it rises or falls, keeping the tip at a constant immersion depth - instead of holding a fixed height, where immersion drifts as the level changes.
Usually driven by liquid level detection.
Liquid class Field: Liquid handling
A parameter set defining how a specific liquid transfers: flow rates, air-transport volumes, blow-out volumes, swap speeds, settling times and correction curves.
Pre-wetting Field: Liquid handling
Wetting the inside of a tip with the liquid before the volume that counts is drawn, so the air in the tip is saturated and the liquid is less inclined to evaporate from it or hang as a drop at the end.
The manufacturer treats it as a mixing step taken during aspiration, and says it can equally be used to homogenise a mixture before drawing from it, so it is not only a way of conditioning the tip. How it is carried out is less settled than that suggests: their guide describes drawing a little liquid, expelling it, and only then aspirating the transfer volume, while on a STAR the behaviour observed is the reverse - the target volume and a pre-wetting volume drawn in one stroke, the extra given straight back. Both leave a wetted tip; only the second briefly holds more than it will carry.
A pre-wet tip is not a fresh one. It may carry slightly more than intended, its correction curve is likely not the one an unused tip needs, and liquid left inside it can interfere with pressure-based liquid level detection.
Not to be confused with Pre-aspirate mix
Pre-aspirate mix Field: Liquid handling
Aspirate-and-dispense cycles run in the source well immediately before the volume that counts is drawn, to homogenise what is about to be taken.
A liquid class carries how much to move and how many cycles to run. It is easily taken for pre-wetting, because by hand the two look identical: the same motion, in the same place, immediately before the same aspiration. The manufacturer does not hold them apart either - its guide calls pre-wetting a mixing step and allows that it too can homogenise a mixture before aspiration. What separates them here is that the control library exposes them as different settings: a volume and a cycle count for the mix, a pre-wetting volume for the other.
Not to be confused with Pre-wetting
Liquid-handling monitoring and control Field: Liquid handling
Measuring what happens during a liquid-handling step, and in some cases acting on the measurement.
This is the liquid-handling case of process monitoring and control, the engineering and manufacturing discipline of comparing a process against its intended behaviour - monitoring - and correcting it through a feedback loop - control. The measurements are taken inside the pipetting channel and at the tip: the pressure as liquid moves, the capacitance as a conductive tip meets a conductive liquid, and the height of the liquid surface. Monitoring identifies a blocked tip, an empty well, a short sample, or a surface that is not at the expected height; control responds to the measurement, for example by holding a volatile liquid in the tip. The pressure-based methods below carry Hamilton's names, though the underlying principles are general and other manufacturers implement their own.
Reference Wikipedia: Process control
Liquid level detection Field: Liquid handling
Automatic detection of a liquid's surface, so a tip can stop at or follow the liquid.
Capacitive (cLLD) Field: Liquid handling
Detects the liquid surface from the capacitance change as a conductive tip touches a conductive liquid.
Pressure (pLLD) Field: Liquid handling
Detects the liquid surface from the pressure change as the tip enters the liquid.
Monitored Air Displacement (MAD) / Pressure Monitored Pipetting (PMP) Field: Liquid handling
The in-channel pressure measurement itself, and the aspiration check built directly on it.
As liquid is drawn in, the shape of the pressure curve distinguishes a correct aspiration from air drawn through an empty or under-filled well, or a clot obstructing the tip. It operates on individual channels, and it is the foundation the other two methods here build on - one carrying the measurement through the dispense, the other acting on what it reads. One technique, two manufacturers' names: Hamilton calls it Monitored Air Displacement, Tecan calls it Pressure Monitored Pipetting.
Not to be confused with Total Aspiration and Dispense Monitoring (TADM)
Total Aspiration and Dispense Monitoring (TADM) Field: Liquid handling
The same pressure measurement carried across both the aspiration and the dispense, with each curve compared against a tolerance band defined for that liquid and volume.
A curve that departs from the band flags the step - a clot or blocked tip, a short or missing sample, or an incorrect volume - and every transfer produces a traceable record. It operates on individual channels.
Not to be confused with Monitored Air Displacement (MAD) / Pressure Monitored Pipetting (PMP)
Anti-Droplet Control (ADC) Field: Liquid handling
The same pressure measurement, used to act rather than only to observe: it prevents volatile solvents from dripping out of the tip.
A volatile solvent evaporates and raises the pressure in the tip after aspiration, and the channel counters that rise with small plunger movements that hold the liquid in place. It is intended for volatile liquids only, operates on individual channels, and is not enabled by default.
Capability Field: Automation Management
A standard contract a device offers, named for what the device can do rather than for what it is.
Every device implementing a capability answers the same calls in the same way, so a protocol written against one runs on any device that offers it, and a device can be replaced without the protocol being rewritten. A capability is a promise about behaviour, not a description of hardware.
TemperatureController Field: Lab Automation Material handling Capability
The capability of being commanded to a target temperature and holding samples there, heating and/or cooling as needed to reach and maintain the setpoint.
Two kinds differ by what is driven to the setpoint: the material, through contact with a heated or cooled block, or the air enclosed around it, as in an incubator or a chamber - the sample changes temperature by conduction in the first case and by convection in the second. Either way it is driven by powered elements: a resistive heater, a Peltier element or a compressor. A passive insulated or pre-conditioned block that merely holds its temperature for a time does not offer this capability - there is no setpoint to command, so there is nothing for a protocol to call.
Not to be confused with Thermocycler
Thermocycler Field: Lab Automation Material handling Capability
The capability of being commanded through a programmed sequence of temperature setpoints, driving samples between them rapidly and repeatedly and holding each only briefly before the next.
The fast, cyclic transitions are the point - as in PCR, which cycles between denaturation, annealing and extension temperatures many times over. The cycle is what gets commanded, which is what separates it from temperature control: a device that can only be sent to one setpoint at a time does not offer it.
Not to be confused with TemperatureController
Shaker Field: Lab Automation Material handling Capability
The capability of being commanded to agitate a plate, mixing or resuspending its contents by moving it in the horizontal (x-y) plane.
It is commanded by amplitude - how far the plate travels - by speed, in revolutions or cycles per minute, and by the pattern the plate traces. A device offering this alongside temperature control is what is usually sold as a heater-shaker: two capabilities in one device, not a category of its own.
Amplitude Field: Lab Automation
How far the plate is displaced from the centre of its motion.
For an orbital shake this displacement is the radius of the circle it traces; for a linear one it is half the stroke. It is set in millimetres and chosen against the well size and fill volume - too small and the liquid barely moves, too large and it climbs the walls or wets the lid. The figure needs care: some manufacturers quote the orbit as a diameter, twice this radius, so the same number can describe two motions.
Shaking speed (RPM) Field: Lab Automation
How fast the plate is driven, in revolutions per minute for an orbital motion or cycles per minute for a linear one.
With the amplitude it sets how vigorous the shaking is: higher speeds mix and aerate faster, at the cost of splashing, foaming or spilling.
Shaking pattern Field: Lab Automation
The path the plate traces while shaking.
| Pattern | Path | Description |
|---|---|---|
| Linear | Back and forth along one axis, sometimes offered separately for x and for y. | |
| Circular | Equal travel on both axes, a quarter turn out of phase. Not to be confused with orbital (see the note below). | |
| Elliptical | Unequal travel on the two axes, still a quarter turn out of phase. | |
| Figure-eight | A double loop, the two axes half a turn out of phase. | |
| Double-orbital | ? | The name suggests two overlaid orbits, but the pattern has no standardised definition, so how it differs from a single orbit is not clear. |
| Meander | A winding, serpentine sweep: the plate snakes back and forth across the plane in smooth S-curves, covering more of the area than a tight circle or a straight line. |
The first four patterns are the same underlying motion at different settings: how far the plate travels in x, how far in y, and how far the two axes are out of phase. Some devices let you set these values directly; others offer a fixed set of named presets, and differ in how many.
Note In physics an orbit is the path of one body around another under gravity, and its shape is always a conic section1Wikipedia: Orbit - a curve formed by slicing a cone - so a circle or an ellipse for a closed orbit, a circle being the special case of an ellipse. Orbital is therefore not the same as circular. Standard, ambiguous lab-automation language deviates from this, using orbital to mean a circle specifically - so in most lab-automation settings the term can be inferred to mean circular. The distinction is not only semantic: with fine motion control, PyLabRobot's integration of the Inheco Incubator Shaker2PyLabRobot: shaker patterns and their phase relations can drive circular and elliptical orbits, and - by running the two axes at an integer frequency ratio - Lissajous figures such as the figure-eight, the last not an orbit in the strict sense, since a figure-eight is not a conic section.
References 1 Wikipedia: Orbit 2 PyLabRobot: shaker patterns and their phase relations
Centrifuge Field: Lab Automation Material handling Capability
The capability of spinning samples so that denser matter is driven outward and settles, separating a mixture by density - pelleting cells, clearing a lysate, layering a gradient.
It is commanded by how hard it spins and for how long, and often by the temperature it holds.
Speed: RPM Field: Lab Automation
How fast the rotor turns, in revolutions per minute - what the motor is set to.
It is the value usually set for a run, and the machine derives the g-force from it together with the rotor radius. On its own it does not fix the force: the working radius depends on the rotor and the adapter fitted, so the same machine at the same RPM but with a different adapter applies a different force to the same sample. For that reason we recommend always using RCF instead - for reproducibility, and to standardise on the force that reaches the sample.
Not to be confused with Speed: RCF / g-force
Speed: RCF / g-force Field: Lab Automation
The force the spin applies to the sample, as a multiple of Earth's gravity (times g) - the relative centrifugal force.
It is computed from the rotor speed and the rotor radius:
RCF = 1.118 × 10⁻⁵ × r × RPM²
with r the rotor radius in centimetres. It rises with the radius and with the square of the speed, so two rotors at the same RPM but different radii apply different forces.
Not to be confused with Speed: RPM
Device Field: Lab Automation Automation Management
The unit of hardware a protocol addresses: it offers one or more capabilities and is reached through a driver.
That is what separates a device from everything else in the lab - a tube rack holds plates but answers to nothing. A liquid handler, a plate reader, a robot arm, a sealer, an incubator. Instrument is a synonym rather than a narrower category, and the laboratory standard says as much, defining a device as an "analytical or laboratory device, also known as an instrument". Where a distinction is wanted, it is the capabilities a device offers that carry it, not the choice of word.
Reference LADS (OPC 30500-1), defining device and instrument as one term
Resource Field: Lab Automation Automation Management
Anything a protocol can place, hold or find: a plate, a well inside it, a tip rack, a carrier, a deck.
Resources nest inside one another, each knowing its parent and its children, and each carries a position given relative to the bottom front left corner of whatever it sits in, so a location is always stated against something rather than in the air. Being one has obligations: a name that identifies it uniquely, and a size in millimetres, since a resource is described as a cuboid.
Not to be confused with Labware
Reference PyLabRobot: resources
Labware Field: Lab Automation
The word most automation software uses for the items on a deck: plates, tip racks, troughs, lids.
It is ambiguous, and PyLabRobot rejects it for that reason, saying the term means different things to different people - a plate is clearly labware, but is a liquid handler or a plate reader labware? The answer decides whether the word names the items being handled or everything standing on the bench, which is why Resource is used instead.
Not to be confused with Resource
Reference PyLabRobot on Resource versus Labware
Spatial classification Field: Lab Automation
How the space of an automation system is divided and named, so that a location can be stated without ambiguity: the volume a set of collaborating devices occupies, the layout within a device on which resources are positioned, and the mechanism that carries resources from one place to another.
Workcell Field: Lab Automation
The total volume occupied by all automation equipment connected into a single collaborating unit - the "unit cell" of an automation system.
The union of the work envelopes and footprints of every device that operates together (arms, liquid handlers, plate readers, decks, transfer stations), expressed in one shared coordinate frame.
Workcell strategy Field: Lab Automation Automation Management
How the devices of a workcell are connected, and what it costs to change that.
The older literature reads these as degrees of integration, islands at the bottom and one integrated system at the top, but that axis has weakened: a control library can drive separate devices through one interface and a transport system can carry plates between them, so devices that look like islands can be integrated in every sense a protocol notices. What still separates the arrangements is coupling - how much has to be rebuilt to add or remove a device.
Monolith / Monument Field: Lab Automation
A workcell built as one rigid whole, its devices fixed in place and coupled tightly enough that removing any of them means rebuilding the cell.
The name comes from software engineering, where a monolith is one unit that has to be changed and deployed whole; lean manufacturing calls the same shape a monument: a machine too costly to move, so work is brought to it and queues there. What defines it is not how well its devices talk to each other, which is now a question of software, but what it costs to change your mind. Clinical laboratory automation calls its own version total laboratory automation, and stated the price plainly in 1998: only 8 percent of laboratories could afford one.
Reference Felder (1998), Modular workcells: modern methods for laboratory automation
Islands of automation Field: Lab Automation
Automated devices that each run on their own with nothing connecting them, so a sample passes between them only when a person carries it.
The name is older than lab automation: it comes from the computer-integrated-manufacturing literature of the 1970s and 80s, where it named a problem rather than a plan. Islands are what a lab arrives at by buying one device at a time, which is why the term carries an argument against itself.
Modular workcell Field: Lab Automation
Devices that can be connected, separated and recombined, so a workcell can be changed without being rebuilt.
The name comes from the clinical laboratory automation literature. Process industry has taken the idea furthest, with a standard under which a module is described once and can then be integrated whoever made the controller - what it calls plug-and-produce.
References Felder (1998), Modular workcells: modern methods for laboratory automation VDI/VDE/NAMUR 2658, automation engineering of modular systems
Transport system Field: Industrial Robotics Lab AutomationMaterial handling
The mechanism that moves physical resources between locations.
- Intra-workcell - within a single workcell: a robot arm or gripper passing a plate between devices.
- Inter-workcell - between separate workcells: a conveyor or a mobile robot linking cells.
Deck Field: Lab Automation
The physical layout grid of a device where physical resources are positioned at defined locations.
Firmware Field: Automation Management
Software that executes on the device's own processor rather than on the host computer.
It implements the command set the device exposes, which a driver addresses from the host; it is not itself a layer of the host driver stack. Firmware is versioned, and the version is part of what the device is rather than a detail of it: two units of the same model can answer the same command with different fields, or reject it outright, when their firmware versions differ, so a protocol validated against one version is not automatically valid against another. Security and software-engineering standards still define firmware as programs and data held in read-only memory, a definition that predates routine field updates.
Not to be confused with Driver
Reference NIST glossary: firmware
Driver Field: Automation Management
A layer that lets one system operate another.
In lab automation the word is stretched across several such layers between the host computer and the device, so it rarely means the same thing twice. No lab-automation standard settles it: the IVI Foundation defines an instrument driver by the capabilities it implements rather than by what it talks to, while SiLA 2 and OPC UA's laboratory companion standard each define their vocabulary in detail and never use the word at all. Where the layer matters, a qualified term below is clearer than "driver" alone.
Licence terms decide which of these definitions can be repeated word for word. Microsoft publishes its documentation under a Creative Commons licence, so its wording is quoted directly in the entries below. Standards sold by their publishers may be cited but not reproduced, so their definitions reach a reader only in paraphrase.
Not to be confused with Firmware
References IVI Foundation: IVI-3.1 Architecture Microsoft: What is a driver?
Operating-system driver Field: Automation Management
What the host operating system needs before it can see the device at all: a USB, serial or network stack, or a manufacturer-supplied installer, kernel extension or device rule.
Usually owned by the operating system or the manufacturer rather than by a control library. Microsoft defines a driver at this layer by position rather than by hardware access: "any software component that observes or participates in the communication between the operating system and a device", which admits drivers that never touch hardware.
Reference Microsoft: What is a driver?
Communication driver Field: Automation Management
The layer that moves bytes to and from the device over a transport such as USB, serial, TCP or HID, without interpreting what those bytes mean.
The IVI Foundation calls this an I/O library, requires its instrument drivers to hand raw bus traffic to one, and does not call it a driver.
Reference IVI Foundation: driver architecture
Instrument driver Field: Automation Management
The device-specific layer: it encodes the device's wire protocol, parses the responses, and exposes what the device can do as an API a protocol can call.
The layer a control library owns. The IVI Foundation defines its version by the capabilities implemented rather than by whether it addresses the hardware itself.
Reference IVI Foundation: IVI-3.1 Architecture
automated Protocol (aP) Field: Automation Management Lab Automation
The reusable automation of a defined body of laboratory work on specified devices: the definition itself, rather than any one execution of it.
Running an aP produces a run, and it is the run that carries a date, its data and its log; the aP is what is reused across them.
The term is deliberately agnostic to how the automation is executed - a notebook, a single script, a packaged app or a coordinated system - and to how deeply its code is encapsulated, from direct commands through functions to classes: none of that changes what is being automated. Vendor software tends to call this a method, but a method already means something exact in programming, a function bound to an object, and lab automation sits inside that wider world of software and robotics rather than beside it.
Not to be confused with Run
Procedure Field: Automation Management
A major phase of a protocol with a distinct purpose of its own - binding, washing, eluting.
A procedure names why a group of steps exists rather than what commands they issue, so it is the level at which a protocol is discussed rather than executed.
Step Field: Automation Management
A single logical operation within a procedure: add the ethanol, magnetise, mix.
Steps are numbered within their procedure, so step 2.3 is the third step of the second procedure and means the same to everyone reading the protocol, the code or the record of a run.
Action Field: Automation Management
A single command to a device: aspirate 200 uL from a trough.
The smallest level, and the one at which a protocol stops describing biology and starts describing the device - one step usually becomes several actions.
Run Field: Automation Management
A single execution of an automated protocol, on hardware or in simulation: one invocation that produces data.
A run is self-contained and timestamped, carrying its own data and its own log, so no run overwrites another and any result can be traced back to the execution that produced it. The aP is the reusable definition; the run is the one time it was carried out.
Not to be confused with automated Protocol (aP)
Supervisory system Field: Automation Management
The system that runs a workcell: it holds the plan, drives the devices through it, and oversees what happens.
The laboratory standard defines it as a "system that oversees and coordinates operations of lower-level subsystems or processes", and SiLA describes the same role as a process management system that acts as a client to each device and presents the whole as one higher-level service. Scheduling and orchestration are two of its jobs rather than two names for it.
References LADS (OPC 30500-1), defining the supervisory system SiLA 2 Part (A) v1.1, on a process management system orchestrating devices
Scheduling Field: Automation Management
Deciding when each step runs and on which device.
Lab automation treats this as an optimisation problem taken from operations research: of all the plans that obey the constraints, find the one whose last step finishes earliest. It works under different constraints from factory scheduling: biology bounds the gaps as well as the order - cells and unstable reagents degrade, so the time between two steps can itself be capped, and a step cannot simply wait for a device to come free.
Not to be confused with Orchestration
References Itoh et al. (2021), scheduling life-science experiments with time constraints Graham et al. (1979), the survey that formalised scheduling problems
Orchestration Field: Automation Management
A system or agent that performs a control task: it holds a run and decides what happens next as events arrive - an error, an unexpected result, a device coming free early.
The conditions each call is made under are part of it, not only their order, which is why an orchestrated run can absorb something going wrong where a script cannot. Its opposite is choreography, where devices follow an agreed exchange with no central conductor. Orchestration is a control problem where scheduling is an optimisation one, which is why the two answer different questions rather than competing for the same one. The name is musical, and it reached computing through web services rather than through operations research. Neither SiLA 2 nor OPC UA's laboratory standard defines the word, though both describe the role: SiLA as a process management system acting as a client to each device, LADS as a supervisory system overseeing lower-level subsystems.
Not to be confused with Scheduling
References SiLA 2 Part (A) v1.1, on a process management system orchestrating devices LADS (OPC 30500-1), defining the supervisory system Peltz (2003), Web Services Orchestration and Choreography Etymology of "orchestration"
Lab automation value chain Field: Automation Management
The distinct parties whose work stands between an idea and a result in a laboratory.
Each is a different competence rather than a different size of company: parts are made, equipment is built from them, equipment is connected into a workcell, the workcell is programmed, the programme is run, and value is generated in the form of insights or products. One organisation can occupy several links and often does, so naming them separately is what makes it possible to say where a problem sits.
Part manufacturer Field: Automation Management
Makes the parts equipment is built from: motors, pumps, valves, sensors, linear stages, optics.
Sells to equipment manufacturers rather than to laboratories, and often does not know which instrument a given part ends up in.
Original equipment manufacturer (OEM) Field: Automation Management
Designs and builds a laboratory device from parts, and defines the command set that device exposes.
It owns the firmware, so it decides what the device can be asked to do, and what it will refuse.
Integrator Field: Automation Management
Connects devices into a workcell that runs as one collaborating unit: the physical layout, the transport of resources between devices, and the supervisory system that drives them.
Answers for the seams between instruments, which is where a workcell tends to fail rather than inside any one device.
Not to be confused with Programmer
Programmer Field: Automation Management
Writes the automated protocols a workcell runs, and the instrument drivers those protocols reach the devices through.
Turns an intended experiment into commands a device will accept.
Not to be confused with Integrator
Operator Field: Automation Management
Runs the protocol on the hardware and is there while it executes: loading physical resources, starting the run, and judging whether what came out is sound.
The link that sees each individual run, rather than the design behind it.
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