The Pathology Company

eSlide Manager
Operator’s Guide

Research Use Only

MAN-0045, Revision N | 23 September 2015
 eSlide Manager Operator’s Guide (Research Use Only)
This document applies to eSlide Manager Release 12.3 and later.

Copyright Notice
ÌÌCopyright © 2007-2015 Aperio. All rights reserved. LEICA and the Leica logo are registered trademarks of Leica Microsystems IR GmbH. Aperio is
a registered trademark of Leica Biosystems Imaging, Inc. in the USA and other countries.

Customer Resources
ÌÌFor the latest information on Leica Biosystems Aperio ePathology products and services, please visit www.LeicaBiosystems.com/ePathology.

Disclaimers
ÌÌUse normal care in maintaining and using Aperio ePathology servers. Interrupting network connections or turning off servers while they are
processing data (such as when they are analyzing eSlides or generating an audit report) can result in data loss.

ÌÌThis manual is not a substitute for the detailed operator training provided by Leica Biosystems Imaging or for other advanced instruction. Leica
Biosystems Imaging Field Representatives should be contacted immediately for assistance in the event of any instrument malfunction. Installation
of hardware should only be performed by a certified Leica Biosystems Imaging Service Engineer.

ÌÌImageServer is intended for use with eSlides created by scanning glass slides with the scanner. Educators will use Aperio ePathology software to
view and modify eSlides in Composite WebSlide (CWS) format.

Patents
ÌÌAperio ePathology products are protected by U.S. Patents: 6,711,283; 6,917,696; 7,035,478; 7,116,440; 7,257,268; 7,428,324; 7,457,446; 7,463,761;
7,502,519; 7,518,652; 7.602.524, 7,646,496; 7,738,688 and licensed under one or more of the following U.S. Patents: 6,101,265; 6,272,235;
6,522,774; 6,775,402; 6,396,941; 6,674,881; 6,226,392; 6,404,906; 6,674,884; and 6,466,690.

Contact Information – Leica Biosystems Imaging, Inc.

Headquarters Customer Support General Information

Leica Biosystems Imaging, Inc. US/Canada Tel: +1 (866) 478-3999 (toll free) US/Canada Tel: +1 (866) 478-4111 (toll free)
1360 Park Center Drive Direct International Tel: +1 (760) 539-1150 Direct International Tel: +1 (760) 539-1100
Vista, CA 92081 US/Canada/Worldwide Email: Email: ePathology@LeicaBiosystems.com
USA TechServices@LeicaBiosystems.com
Tel: +1 (866) 478-4111 (toll free)
Direct International Tel: +1 (760) 539-1100

23ESLIDEMGR1, 23ESLIDEMAN-PERP1, 23S+2

2 eSlide Manager Operator’s Guide (RUO), Revision N © Leica Biosystems Imaging, Inc. 2015
 Customer Service Contacts
Please contact the office for your country for technical assistance.

Australia: Deutschland:
96 Ricketts Road Leica Biosystems Nussloch GmbH
Mount Waverly, VIC 3149 Technical Assistance Center
AUSTRALIA Heidelberger Strasse 17
Tel: 1800 625 286 (toll free) Nussloch 69226
Between 8:30 AM-5 PM, Monday-Friday, AEST GERMANY
Email: lbs-anz-service@leicabiosystems.com Tel: 0080052700527 (toll free)
In-country Tel: +49 6441 29 4555
Austria: Email: support.de@leicabiosystems.com
Leica Biosystems Nussloch GmbH
Technical Assistance Center Eire:
Heidelberger Strasse 17 Tel: 0080052700527 (toll free)
Nussloch 69226 In-country Tel: +44 1908 577 650
GERMANY Email: support.ie@leicabiosystems.com
Tel: 0080052700527 (toll free)
In-country Tel: +43 1 486 80 50 50 España:
Email: support.at@leicabiosystems.com Tel: 0080052700527 (toll free)
In-country Tel: +34 902 119 094
België/Belgique: Email: support.spain@leicabiosystems.com
Tel: 0080052700527 (toll free)
In-country Tel: +32 2 790 98 50 France:
Email: support.be@leicabiosystems.com Tel: 0080052700527 (toll free)
In-country Tel: +33 811 000 664
Canada: Email: support.fr@leicabiosystems.com
Tel: +1 866 478- 999 (toll free)
Direct International Tel: +1 760 539 1150 Italia:
Email: TechServices@leicabiosystems.com Tel: 0080052700527 (toll free)
In-country Tel: +39 0257 486 509
China: Email: support.italy@leicabiosystems.com
17F, SML Center No. 610 Xu Jia Hui Road, Huangpu District
Shanghai, PRC PC:200025 Japan:
CHINA 1-29-9 Takadannobaba, Sinjuku-ku
Tel: +86 4008208932 Tokyo 169-0075
Fax: +86 21 6384 1389 JAPAN
Email: service.cn@leica-microsystems.com
Remote Care email: tac.cn@leica-microsystems.com Nederland:
Tel: 0080052700527 (toll free)
Danmark: In-country Tel: +31 70 413 21 00
Tel: 0080052700527 (toll free) Email: support.nl@leicabiosystems.com
In-country Tel: +45 44 54 01 01
Email: support.dk@leicabiosystems.com

eSlide Manager Operator’s Guide (RUO), Revision N © Leica Biosystems Imaging, Inc. 2015 3
New Zealand:
96 Ricketts Road
Mount Waverly, VIC 3149
AUSTRALIA
Tel: 0800 400 589 (toll free)
Between 8:30 AM-5 PM, Monday-Friday, AEST
Email: lbs-anz-service@leicabiosystems.com

Portugal:
Tel: 0080052700527 (toll free)
In-country Tel: +35 1 21 388 9112
Email: support.pt@leicabiosystems.com

Sweden:
Tel: 0080052700527 (toll free)
In-country Tel: +46 8 625 45 45
Email: support.se@leicabiosystems.com

Switzerland:
Tel: 0080052700527 (toll free)
In-country Tel: +41 71 726 3434
Email: support.ch@leicabiosystems.com

United Kingdom:
Tel: 0080052700527 (toll free)
In-country Tel: +44 1908 577 650
Email: support.uk@leicabiosystems.com

USA:
Tel: +1 866 478 3999 (toll free)
Direct International Tel: +1 760 539 1150
Email: TechServices@leicabiosystems.com

4 eSlide Manager Operator’s Guide (RUO), Revision N © Leica Biosystems Imaging, Inc. 2015
Contents

1 eSlide Manager Overview............................................................................................... 10

Intended Use..................................................................................................................................10
About This Guide.............................................................................................................................10
For More Information.......................................................................................................................10

2 Getting Started................................................................................................................ 12
Start eSlide Manager and Log In.........................................................................................................12
Selecting Your User Role...............................................................................................................12
Login and Preferences Tips.............................................................................................................13

3 A Tour of eSlide Manager’s Main Page......................................................................... 15

The Main Page...............................................................................................................................15
The Menu......................................................................................................................................16
General eSlide Manager Tips.............................................................................................................16
Status and Error Messages............................................................................................................17
Monitor Requirements......................................................................................................................17

4 Working with eSlide Manager Data............................................................................... 18

How eSlide Manager Organizes Data...................................................................................................18
Data Tables................................................................................................................................18
User Roles.................................................................................................................................19
Data Groups...............................................................................................................................19
Types of eSlide Manager Data Pages...............................................................................................19
Entering Data in eSlide Manager........................................................................................................20
Using Barcodes...........................................................................................................................20
LIS Data Interchange....................................................................................................................20
Entering Comments......................................................................................................................20
Entering a Reason for Change.........................................................................................................20
Entering an Electronic Signature......................................................................................................21
Choosing from a Predefined List......................................................................................................21
Using the TAG Column to Identify Specific Data..................................................................................21
Working with List Pages...................................................................................................................21
Viewing Data from List Pages.....................................................................................................22

eSlide Manager Operator’s Guide (RUO), Revision N © Leica Biosystems Imaging, Inc. 2015 5
Contents

List View...................................................................................................................................23
Folder View................................................................................................................................23
List Page Commands....................................................................................................................24
Unassigning eSlides and Specimens from Parent Data.........................................................................25
Multi-Level Sort on a List Page.......................................................................................................25
Sorting Tips............................................................................................................................26
Exporting Data............................................................................................................................27
Working with Detail Pages................................................................................................................28
Adding Attachments to Details Pages...............................................................................................29
eSlide Sharing............................................................................................................................29

5 Adding Data to eSlide Manager..................................................................................... 30

Adding Cases.................................................................................................................................30
Working with Cases.....................................................................................................................31
Adding Specimens...........................................................................................................................32
Working with Specimens...............................................................................................................32
Adding eSlides...............................................................................................................................33
Adding an Image to an eSlide.........................................................................................................34
Third-Party Images...................................................................................................................34
Creating eSlides from Images in a Server Folder or SubFolder................................................................34

6 Viewing eSlide Images.................................................................................................... 35

eSlide Viewers...............................................................................................................................35
Setting the Default Web Viewer......................................................................................................35
Opening eSlide Images in the WebViewer.........................................................................................36
Opening eSlides in WebScope........................................................................................................37
Opening eSlides in ImageScope......................................................................................................37
Using the WebViewer......................................................................................................................38
Using the eSlide Tray....................................................................................................................38
Using the Viewer Window.............................................................................................................41
WebViewer Tools.........................................................................................................................42
Navigating eSlides.......................................................................................................................43
Using the Heat Map.....................................................................................................................43
Using Raster Scan Navigation............................................................................................................43
Start a Raster Scan......................................................................................................................44
Viewing or Changing the Raster Settings...........................................................................................45
Using Annotations...........................................................................................................................45
Using Pin Drops to Navigate Around eSlides......................................................................................47
Editing Free-Form Annotations............................................................................................................47
Viewing Multiple Images..................................................................................................................48
Viewing Z-Stack Images................................................................................................................49

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 Contents

Sending an Email Link to an eSlide Image.............................................................................................49

The WebViewer Options...................................................................................................................50
Keyboard Shortcuts..........................................................................................................................51
Automatic Image Viewing.................................................................................................................52
Disabling Automatic Image Viewing.................................................................................................52
Viewing Fluorescence eSlides............................................................................................................52
Characteristics of a Fused Fluorescence Image...................................................................................53
Analyzing eSlide Images...................................................................................................................53

7 Conferencing................................................................................................................... 54
Before Starting the Conference...........................................................................................................54
Starting a Conference.......................................................................................................................54
The Conference Window...............................................................................................................55
Hosting a Conference...................................................................................................................56
Participating in a Conference..........................................................................................................56

8 Moving, Copying, and Cloning Data.............................................................................. 57

Synchronizing Changes to the eSlide Manager Image Database.................................................................57
Moving or Copying an Image File........................................................................................................57
Cloning Data..................................................................................................................................58
Using the Clone To Command.........................................................................................................58
Preserving the Parent/Child Data Structure........................................................................................59

9 Searching eSlide Manager Data.................................................................................... 60

Using the Free-Text Search................................................................................................................60
Free-Text Search Tips....................................................................................................................61
Advanced Search and Saved Searches.................................................................................................62
Using a Saved Search...................................................................................................................62
Selecting Advanced Search Criteria.................................................................................................63
Searching on User-Tagged Data......................................................................................................63
Advanced Search Operators...........................................................................................................64
Advanced Search Results..............................................................................................................65
Working with Saved Searches........................................................................................................65

10 Analyzing Images............................................................................................................ 66
Aperio ePathology Algorithms............................................................................................................66
Analyzing eSlides in eSlide Manager...................................................................................................66
eSlide Manager Analysis Batch Jobs...................................................................................................66
Batch Analysis on eSlide Manager with Third-party Tools..................................................................68
Organizing and Finding Algorithm Macros..........................................................................................68
Sorting Macros........................................................................................................................68

eSlide Manager Operator’s Guide (RUO), Revision N © Leica Biosystems Imaging, Inc. 2015 7
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Macro Versions........................................................................................................................68
Working with Algorithm Macros......................................................................................................68
Viewing eSlide Analysis History..........................................................................................................69
Viewing the Analysis Job Queue .......................................................................................................70
Canceling Analysis Jobs................................................................................................................70
Definiens Tissue Studio Image Analysis for Brightfield and Fluorescent eSlides..............................................70
Installing Definiens Tissue Studio....................................................................................................70
Using Definiens Tissue Studio within eSlide Manager..........................................................................71
For More Information....................................................................................................................71

A Creating a Workspace (Dashboard).............................................................................. 72

Creating a Workspace......................................................................................................................72
Opening an Existing Workspace..........................................................................................................72
Other Dashboard Features.................................................................................................................73

B Managing Aperio ePathology Services......................................................................... 74

Accessing the Service Manager..........................................................................................................74

C eSlide Sharing................................................................................................................. 76
Compatibility..................................................................................................................................76
How Do I Share a Case, Project, or Course?...........................................................................................77
Step #1 – Initiate the Share...........................................................................................................77
Step #2 – Log into eSlideShare.......................................................................................................78
New Member Signup................................................................................................................78
Step #3 – Set Up Recipients...........................................................................................................78
Recipient Quick Add..................................................................................................................79
Create Distribution Lists............................................................................................................80
Step #4 – Share..........................................................................................................................80
About Uploading Image Files......................................................................................................81
Step #5 – Review the Case/Project/Course (Optional)..........................................................................81
eSlideShare Preferences...................................................................................................................82
When Someone Shares with You........................................................................................................82
Receiving an Invitation to Join eSlideShare.......................................................................................82
Viewing Data Shared with You...........................................................................................................83

D Notes for This Release................................................................................................... 84

Using Image Analysis ......................................................................................................................84
Image Analysis Markup (ImageScope)..............................................................................................84
Image Analysis Markup (WebScope)................................................................................................84
Working in eSlide Manager...............................................................................................................84
Report Signatures........................................................................................................................84

8 eSlide Manager Operator’s Guide (RUO), Revision N © Leica Biosystems Imaging, Inc. 2015
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Adding Tags to New eSlides...........................................................................................................84

Exporting Analysis Results.................................................................................................................85

Index...................................................................................................................................... 86

Symbols................................................................................................................................ 89

eSlide Manager Operator’s Guide (RUO), Revision N © Leica Biosystems Imaging, Inc. 2015 9
 1 eSlide Manager Overview

This chapter introduces eSlide Manager.

The heart of eSlide Manager is the eSlide, the digital image created by scanning a glass microscope slide.
eSlide Manager delivers an effective digital pathology information management system that treats high resolution
eSlides—that can be viewed, managed, and analyzed—as an integrated element in the pathology workflow. eSlide
Manager displays information in context, with gross (macro) images, eSlide images, reports, case histories, and other
associated documents and images cross-linked and concurrently viewable.
eSlide Manager facilitates instant archival and intelligent retrieval of histopathological data in a searchable, context-
sensitive manner. Pathologists and histologists are able to work through an entire case without having to get up to track
down case information or to wait for glass slides to be delivered. They can work remotely and collaboratively, initiating
automated image analyses and viewing the results, all within eSlide Manager.

Intended Use
For research use only. Not for use in diagnostic procedures.

About This Guide

This guide is intended for eSlide Manager users who need to know how to use eSlide Manager after it has been installed
and set up. For information on how to set up eSlide Manager and perform administrative functions, refer to the eSlide
Manager Administrator’s Guide.

For More Information

For information on accomplishing specific tasks, see the following sections.

Session Options and Setup

Task See…
Logging into eSlide Manager “Start eSlide Manager and Log In” on page 12
Changing your password “Login and Preferences Tips” on page 13
Resetting your account “Login and Preferences Tips” on page 13
Choosing which eSlide Manager page you see when you log in “Login and Preferences Tips” on page 13

10 eSlide Manager Operator’s Guide (RUO), Revision N © Leica Biosystems Imaging, Inc. 2015
 Chapter 1:  eSlide Manager Overview

Task See…
If you scan slides, choosing what data group the eSlides go into “Login and Preferences Tips” on page 13

Using eSlide Manager Data

Task See…
Viewing data in eSlide Manager “Chapter 4: Working with eSlide Manager Data” on page 18
“Chapter 6: Viewing eSlide Images” on page 35
Using data tables “Chapter 4: Working with eSlide Manager Data” on page 18
Creating a new case “Adding Cases” on page 30
Adding specimens to a case “Working with Cases” on page 31
Adding eSlides to a specimen “Working with Specimens” on page 32
Creating a specimen “Adding Specimens” on page 32
Adding images to a gross specimen “Working with Specimens” on page 32
Creating an eSlide “Adding eSlides” on page 33
“Creating eSlides from Images in a Server Folder or SubFolder” on page 34
Adding images to an eSlide “Adding an Image to an eSlide” on page 34
Exporting data “Exporting Data” on page 27
Managing image files “Chapter 8: Moving, Copying, and Cloning Data” on page 57
Adding documents to a case or project “Adding Attachments to Details Pages” on page 29
Searching for specific cases, “Chapter 9: Searching eSlide Manager Data” on page 60
specimens, or eSlides
Sharing on eSlideShare.com “Appendix C: eSlide Sharing” on page 76

Advanced

Task See…
Analyzing eSlides “Chapter 10: Analyzing Images” on page 66
Setting up and saving a desktop “Appendix A: Creating a Workspace (Dashboard)” on page 72
view of eSlide Manager and other
applications
Starting and stopping Aperio “Appendix B: Managing Aperio ePathology Services” on page 74
ePathology services

eSlide Manager Operator’s Guide (RUO), Revision N © Leica Biosystems Imaging, Inc. 2015 11
 2 Getting Started
Before you can use eSlide Manager, you must log in. You can then choose personal options to tailor the use
of eSlide Manager to your preferences.

Start eSlide Manager and Log In

To log in to eSlide Manager, you need the URL of the eSlide Manager website and your user name and password. Your
eSlide Manager administrator should provide this information.
1. From your Internet browser, go to the URL of the eSlide Manager website.
2. When the Log In page appears, enter your user name and password. Remember that passwords are case sensitive.
3. Click User Login.
If you do not have a user name, and a Guest Login button displays on this page, click Guest Login to log in as a
guest user. (The guest user is not available in all configurations.)

Selecting Your User Role

You might have multiple user role assignments. For example, when performing the duties of a pathologist (reviewing cases,
annotating tumor regions, performing analyses, and so on), you might log in with the Pathologist user role. When performing
administrative duties, you might log in with the Laboratory Admin user role.
If you have more than one user role, a set of user roles appears. For example:

Click the role to use for this session. Your current user role appears in upper left area of the eSlide Manager window.

When you have more than one user role, you can use the drop-down list under your name to switch to another user role.

12 eSlide Manager Operator’s Guide (RUO), Revision N © Leica Biosystems Imaging, Inc. 2015
 Chapter 2:  Getting Started

Login and Preferences Tips

The following table gives tips on login options and setting personal options.

If this happens Do this

Your session times out If you receive a message that eSlide Manager logged you off, your session has
timed out and you need to log in again. If this happens frequently, ask your eSlide
Manager administrator to increase the session timeout period.
Your account is locked When you log in, if you see a message that your account is locked, request that
your eSlide Manager administrator unlock your account.
You receive a license warning If a warning message appears when you log in telling you that you are close to
exceeding the image or analysis limits of the eSlide Manager license, notify the
eSlide Manager administrator.
You receive a reminder to change If your password has expired or if the eSlide Manager administrator wants you to
your password change your password, a message appears when you log in indicating you must
change your password, and a New Password box appears.
Type your new password in the New Password box and then retype it in the box
below. Click Save.
If your password must be a specific length or contain special characters, a reminder
appears next to the New Password box.
You want to change your password Go to the Administrative menu and select My Settings. If your password must be
a specific length or contain special characters, a reminder appears next to the New
Password box.
Type your old password in the Old Password box.
Type your new password in the New Password box and then retype it in the box
below. Click Save.
You want to select an eSlide You can choose the eSlide Manager page that appears when you log in.
Manager start page Go to the Administrative menu and select My Settings.
Click the arrow next to the eSlide Manager Start Page drop-down list and select
the start page you want to use. Click Save.
You want to set clinical viewing Clinical viewing mode streamlines viewing and analysis of eSlide images.
mode When you are using clinical viewing mode, ImageScope limits the tools shown and
sets the Annotation window to summary view. This allows you to focus on a clinical
workflow without being distracted by other general-purpose tools.
Go to the Administrative menu and select My Settings. Select the Clinical
Viewing Mode check box.

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Chapter 2:  Getting Started

If this happens Do this

You want to set eSlide Manager Two options for the eSlide Manager Network Applications are available on your My
Network Applications options Settings page. Go to the Administrative menu and select My Settings.
yyDisable Auto-Slide Flipping – With auto-slide flipping, after an eSlide is
read, the eSlide is flipped in eSlide tray so that the label is on the right. This
behavior is patterned after the pathologist’s practice of flipping a glass slide
over to mark it as “reviewed.” If you do not want to flip the eSlides after they
are read, select this check box.
yyDisable Workflow Email Notifications – Select this check box to disable
email notifications when you have a case in your queue in one of the Network
applications.
You want to select a scan data If your user role permits you to log into the scanner Console to scan slides, you can
group choose the data group to which the eSlides are added. Go to the Administrative
menu and select My Settings.
Use the Data Group for Scanning drop-down list to select a data group into
which to scan slides.

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 3 A Tour of eSlide Manager’s
Main Page
This chapter gives a brief tour of the eSlide Manager main page.
Because eSlide Manager is configurable by the eSlide Manager administrator, the data fields and data columns shown in
this guide represent one typical configuration and may not reflect the appearance of your eSlide Manager location.

The Main Page

When you log into eSlide Manager, the main eSlide Manager page appears:
Log out
Help
Search Settings
Active role Conferencing status

Menu

Access data

The appearance of this page depends on the data hierarchy of your current user role and any active optional modules.
For example, if your user role uses the Research data hierarchy instead of Clinical, the top-level data category is Projects
instead of Cases. For information on the eSlide Manager data hierarchies, see “Chapter 4: Working with eSlide Manager
Data” on page 18.

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Chapter 3:  A Tour of eSlide Manager’s Main Page

The main features of this page include:

`` Data Icons – You use the data icons displayed on the eSlide Manager main page to access the information and
images stored in eSlide Manager. For example, to see a list of eSlides, click the eSlides icon.
`` Menu Bar – The commands on the menu bar help you use special eSlide Manager features and access eSlide
Manager data in different ways. See the next section for information.
`` Logo – Click the eSlide Manager logo at the top of the page whenever you want to return to the main eSlide
Manager page.
`` Searches – The Search box at the top of every eSlide Manager page enables you to search for any eSlide
Manager data. For information on conducting a search, and creating and using saved searches, see “Chapter 9:
Searching eSlide Manager Data” on page 60.

The Menu
The eSlide Manager Menu contains navigation and access commands. (See the previous page for an example of the menu.)
The first commands on the menu provide access to your data (for example, Cases, Specimens, and eSlides). The specific data
tables that appear depend on the data hierarchy assigned to your user role and which optional modules are unlocked. (See
“How eSlide Manager Organizes Data” on page 18 for information on the different data hierarchies of eSlide Manager.)
The remaining menus provide the following functions:
`` Analysis – Check the image analysis queue. See “Chapter 10: Analyzing Images” on page 66.
`` Administrative – Use the My Settings command to change your password and set personal preferences. See
“Chapter 2: Getting Started” on page 12.
`` Network – Go to the eSlide Manager Network applications licensed for your installation.

General eSlide Manager Tips

Here are some tips about the general operation of eSlide Manager:
`` Images created by the Aperio scanner are automatically associated to an eSlide created in the eSlide table. The
barcode string populates the eSlide barcode field, and may also fill in other data fields for the eSlide. (This latter
feature may require custom software from Leica Biosystems Imaging.) See “Using Barcodes” on page 20 for
more information.
`` Gross specimen images captured in the Milestone Grossing Station are automatically associated with specimens in
the Specimens data table.
`` Documents can be added to most items in data tables. See “Adding Attachments to Details Pages” on page 29.

16 eSlide Manager Operator’s Guide (RUO), Revision N © Leica Biosystems Imaging, Inc. 2015
 Chapter 3:  A Tour of eSlide Manager’s Main Page

Status and Error Messages

Whenever you change data on an eSlide Manager page (for example, when adding information to a case, changing a data
table, or adding eSlides to a case), a message highlighted in green lets you know that the update was successful. For
example:

After making an update, eSlide Manager returns you to the appropriate page.
When an error occurs, a message appears in red on the page where the error occurred. If you want more information on the
error (for example, to send the information to Leica Biosystems Imaging Technical Services), hover your mouse pointer over
the error message to view a more detailed message.

Monitor Requirements
Because eSlides are, by design, high resolution and information rich, for best results you should use a high quality
monitor to view them. Make sure the monitor is at the proper viewing height and in a room with appropriate lighting. We
recommend any high quality LCD monitor meeting the minimum requirements discussed in the document Aperio ePathology
System Requirements.

eSlide Manager Operator’s Guide (RUO), Revision N © Leica Biosystems Imaging, Inc. 2015 17
 4 Working with eSlide
Manager Data
This chapter describes the features and functionality of eSlide Manager data tables.

How eSlide Manager Organizes Data

eSlide Manager organizes and displays data in a hierarchy that is tailored to three types of users:
`` Clinical – Data is displayed and organized with cases at the top, followed by specimens and eSlides.
`` Research – Data is displayed and organized with projects at the top, followed by specimens and eSlides.
`` Educational – Data is displayed and organized with courses at the top followed by lessons, specimens, and
eSlides.
If your organization has purchased the optional Genie product, the Genie data hierarchy displays and organizes Genie
projects at the top, followed by Genie training sets, specimens, and eSlides.
Your eSlide Manager administrator assigns your user role to one of these data hierarchies.

Clinical Cases Specimens eSlides

Research Projects Specimens eSlides

Educational Courses Lessons Specimens eSlides

Data Tables
Each item in the data hierarchy is a data table. The highest level in the data table hierarchy is the case/project/course. Other
data can be associated with the case/project/lesson, such as eSlides, specimens, documents, and so on. The higher-level
data is the parent data, and the items associated with it are child data. For example, a case is the parent, and the cases’s
associated specimens and eSlides are child data.
To add child data to parent data (such as adding eSlides to specimens), your active user role must have permission to use
the child data and the parent data, and you must have access to the data group containing both parent and child data. You
can add data to the tables in any order.
After a slide is scanned on an Aperio scanner, the resulting eSlide and associated image data are automatically added to
the eSlide data table. If there is a barcode on the glass slide, it can populate the barcode field with the barcode string;
otherwise, the information fields in the eSlide data table are empty until you enter data. The eSlide can be associated with
a specimen and case, project or course.

18 eSlide Manager Operator’s Guide (RUO), Revision N © Leica Biosystems Imaging, Inc. 2015
 Chapter 4:  Working with eSlide Manager Data

You can also add slide images created by other scanners to eSlide Manager.
If you do not need to associate eSlides with specimen and cases or projects, you can work within just the eSlide table in
eSlide Manager to organize your data.

User Roles
A user role defines a type of user based on the data table fields the user needs to access, and the eSlide Manager functions
the user needs to use. Here are some sample user roles:
`` Lab Supervisor – Works in the clinical data hierarchy and needs some administrative privileges to add or delete
stains or body sites, and set up slide-specific processing. This user creates algorithm macros and analyzes eSlides.
`` Pathologist – Works in the clinical data hierarchy and needs access to cases, needs to run image analysis and
generate reports, but does not need to change patient data.
`` Researcher – Works in the research data hierarchy and needs access to all projects, specimens, and eSlides, but
does not scan slides or use administrative privileges.
`` Technician – Works in the clinical data hierarchy and needs to scan slides and enter patient data, but does not
create algorithm macros.
If you have questions about the your user roles, or about which user role to use, contact your eSlide Manager administrator.
The administrator creates the user roles that define what eSlide Manager commands and data users can access.

Data Groups
Data groups classify similar data into categories so that users can be given access to a particular category of data. A data
group can categorize data by a specific pathologist, sample type, project, department, or whatever grouping makes sense for
your workflow. When you create data, such as a new case, you can select the data group to which the new item belongs.
Data groups work with user roles to define the data a user can access. If a user doesn’t have Full Control or Read Only
access to a data group, the data in that group does not appear on that user’s eSlide Manager page.
Two operators who log in with the same user role may not see and use the same data if they don’t have access to the same
data groups.
If your eSlide Manager installation does not use data groups, all data is automatically assigned to the Default data group.
If you have questions about what data groups are available or which data groups you should use, contact your eSlide
Manager administrator. The administrator creates the data groups and assigns access privileges.

Types of eSlide Manager Data Pages

There are two types of data pages in eSlide Manager:
`` List Page – This page shows a summary of related data. For example, on the Case list page, you see the cases
listed. To see more data about a specific case, you need to open the case to see its details page.
`` Details Page – This page shows details about the selected item. For example, for a case, the details page might
show the patient data, the specimens, reports, and eSlides associated with the case.
The following sections discuss how to use list and details pages.

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Entering Data in eSlide Manager

Here are a few tips about using the list and details pages.
`` All data fields accept alphanumeric input with the exception of date fields, which require a specific format of yyyy-
mm-dd (year-month-day), for example: 2008-04-12.
`` Once you have changed a field on an eSlide Manager details page, the background of the field turns yellow,
indicating you have made a change but have not yet saved it:

Click the Save button that appears in the lower-right corner of the eSlide Manager page to save your change. If
you attempt to leave a page before saving a change, eSlide Manager displays a message reminding you to save.

Using Barcodes
eSlide Manager includes support for automating data entry and building data hierarchies using barcodes that are interpreted
when the glass slide containing a label with such a barcode is scanned by the Aperio scanner. Decoding some types of
barcodes requires some custom work, so contact Leica Biosystems Imaging Professional Services for assistance.
eSlide Manager can decode 2D DataMatrix, 1D 2 of 5, Code 39, and Code 128 barcodes and:
`` Place the barcode value into the eSlide Manager barcode field
`` Configure and parse the data from the barcode to the specified data table fields and;
`` Build the appropriate data hierarchy for that data
For information on enabling this feature, contact your Leica Biosystems Imaging Technical Services representative.

LIS Data Interchange

eSlide Manager includes support for automating data entry by getting data from an LIS (Laboratory Information System)
or sending data to it. Interfacing to an LIS requires some custom work, so contact Leica Biosystems Imaging Professional
Services for assistance.

Entering Comments
Many eSlide Manager pages contain Comments fields. If your eSlide Manager administrator set up predefined comments,
then the Comments field includes a drop-down list from which you can select a comment. You can modify predefined
comments or enter your own comments.

Entering a Reason for Change

If your eSlide Manager location uses the optional eSlide Manager Compliance module to audit data changes, you may be
asked to enter a reason when you make a change on a details page. Select a reason for the change from the drop-down list
(optionally including a comment), and click Submit.

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Entering an Electronic Signature

If your eSlide Manager location uses the optional eSlide Manager Compliance module to audit data changes and electronic
signatures are enabled, and you are not logged in as an administrator, you are asked to enter an electronic signature when
you change the status of a case or project on a Case or Project Details page.
Type your eSlide Manager user name and password into the boxes and click Sign.

Choosing from a Predefined List

If a data field contains a drop-down list of choices, you must select one for that field. The eSlide Manager administrator
decides whether a field will have a predefined list of choices. (The eSlide Manager administrator decides whether “blank” is
one of the predefined choices.)

Using the TAG Column to Identify Specific Data

The TAG column on eSlide Manager list pages allows you to associate a text tag with items on the list page. You can then
sort those items by the tag on the list page, or use Advanced Search to search for tagged items. By default, the TAG column
is not visible. If you want to make the TAG column available, contact your eSlide Manager administrator.

Working with List Pages

List pages exist for eSlide Manager data tables, such as projects, specimens, cases, lessons, and eSlides. To get to a list
page, click a data icon on the main eSlide Manager page or select a command from the menu bar at the top of the eSlide
Manager page. Here is a sample list page for Cases:
View hidden columns

Commands

Select and View Case Data

View additional cases Change the number of cases per page

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Viewing Data from List Pages

Use the following navigation tools to view data from eSlide Manager list pages.

Use This Tool: To Do This:

These tools appear in the left pane of the list pages. The specific tools
available in the left pane depend on the type of list page you are viewing.

Select one or more rows of data (cases, eSlides, etc.) to which you
can apply a list page command.
Click to expand a set of preview fields specific to the type of data
you are viewing. Click to collapse the fields.
Click to open the detail page for the item, and to access lower-
level detail items (for example, specimens and eSlides). For more
information, see “Working with Detail Pages” on page 28.
On Case, Project, or Course list pages, click to open all associated
eSlide images in the WebViewer. For more information, see “Using
the WebViewer” on page 38.
When viewing columns in a list page, click the right and left arrows to page to
the right or left.

List Page Commands (Sort, View Images, Commands at the top of the list apply to all items selected in that list. See
Open Data, etc.) “List Page Commands” on page 24.

Here are some further tips on working with the eSlide Manager list page.
`` You can search for specific data, such as cases or eSlides, by using the Search box at the top of the page. See
“Chapter 9: Searching eSlide Manager Data” on page 60 for details.
`` You can access all data tables (Case, Specimen, eSlide, etc.) from the main menu bar or from the main page.
`` When you use the Open Data command, you have the option of automatically opening any associated images in a
separate viewer. If change this behavior, see “Disabling Automatic Image Viewing” on page 52.
`` Clicking any header in a column in a data table sorts the list based upon that column title.
`` When you open parent data, any associated child data is also available to view. For example, if you open a case
that has a specimen and eSlides associated with it, you can view the associated specimens and eSlides.
`` To bulk-edit information on multiple items, select the box to the left of each item and click Open Data at the top of
the list. This displays a details page. Any data entered at this time applies to all of the items selected.
`` You can export data from any table to an Excel file by clicking Export Data at the top of the table. The export file
contains the data from that page for that data table level only. See “Exporting Data” on page 27.
`` There are two ways of viewing eSlide Manager data—as lists or folders. The default view is list view. See the
next sections for details.

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List View
To use list view, click the data table (Cases, Specimens, eSlides, etc.) in the menu bar and then click the (As List) option or
click the appropriate data icon on the main eSlide Manager page.

Folder View
To use folder view, go to a data table in the menu bar and click the (As Folders) option.

Folder view is a virtual grouping of your data. Using folder view does not create disk folders or move
your data into folders.

The folder view displays, with data organized by data group.

Click on a virtual folder to see the data it contains.

You can continue refining the folder view by selecting additional criteria.

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List Page Commands

The commands at the top of the data list become active when one or more data items are selected. Selecting the check box
in the upper left corner of the list selects all items in the list. There is also a New button in the upper right corner that is
specific to the list page.

The commands you see at the top of the list page depend on the data table you are viewing and on the
command permissions allowed by your user role. For example, if your active user role does not allow
copying images, you the Move or Copy commands do not appear at the top of the eSlide list. Contact
your eSlide Manager administrator with any questions about your permissions.

To sort the page by a particular column entry, click the column title. To sort it in the opposite direction, click the column title
again. (The arrow next to the column title changes direction depending on the order in which it is sorted.)
The commands available are:
`` New (New Case, New Specimen, etc.) – Located in the upper right of the page, this command enables you to
create one or more new items. You can enter the number of items to add, which allows you to bulk-create multiple
items that share information. Then each item can be opened individually to add the unique information. For more
information on adding new items, see “Chapter 5: Adding Data to eSlide Manager” on page 30.
`` Sort – Performs a multi-column sort. See “Multi-Level Sort on a List Page” on page 25.
`` Open Data – Opens the details page that contains information about the item, including information on associated
specimens and eSlides. For information on using the details page, see “Working with Detail Pages” on page 28.
To change the same details on multiple items, select those items and click Open Data. The details page that
appears applies to all selected items. If you select only one item, the changes you make apply to that item only.
`` Delete – Deletes the selected items. If used on the list page for parent data (for example, cases or projects), this
also deletes related specimens and eSlides.

Notes about deleting data:

`` If you are trying to delete a large number of eSlides at one time and you receive an
error, try selecting 50 or fewer eSlides to delete.
`` If you are deleting a case or project and you do not want to delete the associated
eSlides and specimens, you must first disassociate them from the case or project. See
“Unassigning eSlides and Specimens from Parent Data” on page 25.

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`` Export Data – See “Exporting Data” on page 27 for information.

`` View Audits – If your eSlide Manager location uses the optional eSlide Manager Compliance module, and if your
user role permits viewing data audits, the View Audits command also displays on the list page. See the eSlide
Manager Administrator’s Guide for information on data audit reports.
If you are using a list page for items that have images associated with them, you may also see additional commands:
`` View Images –View all selected images in ImageScope. See “Chapter 6: Viewing eSlide Images” on page
35 for details.
`` Analyze – You can analyze the selected eSlides using Leica Biosystems Imaging image analysis algorithms. For
details, see “Chapter 10: Analyzing Images” on page 66.
`` Move, Copy, Clone To – See “Chapter 8: Moving, Copying, and Cloning Data” on page 57.
`` Annotations – Importing and deleting annotation layers are functions used with eSlides primarily when setting up
validation studies, in which you want each eSlide to have the same annotations.
`` Assign To – You can assign an item to parent data, such as assigning an eSlide to a case or specimen.
Click Assign To and choose the applicable parent data to add the item to.

When associating child and parent data groups, you must have Full Control permission to all
data groups that belong to child data (such as Specimens or eSlides) that you are associating
to parent data (such as Cases or Projects).

You then see a list page showing all parent data the item can be assigned to. Optionally use the Filter settings to
fine-tune the list. Click Select next to the parent data you want to assign the item to.

Unassigning eSlides and Specimens from Parent Data

Deleting a case, project, or course deletes any eSlides and specimens associated with that item. If you want to retain those
items, you must unassign them from the parent data before deleting the case, project, or course.
To unassign an eSlide or specimen:
1. From the case, project, or course list page, select the item that contains the eSlide or specimen that you want to
unassign.
2. Click to display the detail page for the case, project, or course.
3. In the Specimens Details section of the details page, click to view specimens and eSlides.
4. Select the box next to the items you want to unassign, and click the Unassign command at the top of the list.
Now you can delete the case, project, or course without deleting the specimens or eSlides associated with it.

Multi-Level Sort on a List Page

The multi-level sort allows you to quickly arrange data on a list page. You can sort on multiple columns—for example, sort a
list of specimens by body site, and then within the results of that sort, sort on specimen procedure.
To use the multi-level sort:

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Chapter 4:  Working with eSlide Manager Data

1. Go to an eSlide Manager list page (such as the Specimens page, the eSlides page, or so on).
2. Click the Sort command that displays at the top of the data list.
3. A Sort Columns window appears, as shown in the following example:

The column titles you see depend on the configuration of your eSlide Manager location and the current list page.
4. To sort the columns:
a. From the Available Column list, select one or more columns to add to your sort, and click to move them
to the Selected Columns list. (You can also drag the columns from one list to another.) To remove a column
from the Selected Columns list, use the button or drag it to the left-hand pane.
You can select only one of the following columns: Body Site, Data Group, Customer Name, and Genie Project
Name.
b. For each column you add to the Selected Columns list, select Ascending or Descending to determine the
sort order.
c. The columns are sorted in the order they appear in the Selected Columns list. To change the order, select a
column and use the and to move it up or down the list.
d. To search for a specific column title, start typing in the Search Available Columns or Search Selected
Columns boxes. As you type, the list of columns is filtered based on the characters you enter.
5. When you are finished sorting columns, click Save to save your settings.

Sorting Tips
`` Sort settings are saved per user for a single list page.
`` If you click on a single column title on the list page, the sort occurs only on that column’s contents. A message
appears letting you know that you are modifying saved multi-level sort selections to use only the selected column.
`` Results from the Advanced Search appear using the sort settings for the applicable list pages.

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Exporting Data
eSlide Manager enables you to export data into an Excel-compatible CSV (Comma Separated Value) or tab-delimited file.
If Microsoft Excel is installed on your workstation, you can open the exported data directly in Excel. If you don’t have Excel
on your workstation, you can save the file in a text editor, such as Notepad, or move it to another workstation that has Excel
installed.
To export eSlide Manager data:
1. Select one or more items on an eSlide Manager list page, and click Export Data. The Export Options page appears:

The options available depend on the type of data you are exporting.
2. Choose the options you want to use:
`` Slide Analysis Export Options – If you are exporting eSlide data, these options determine whether image
analysis results are included in the export. If the analysis algorithm you used supports result plots, you can
select Include plot data to see that data in your export.
`` Orientation – These options determine the layout of the exported file. On eSlide Manager list pages, the
columns identify the type of data (for example, Status or Image ID), while the rows contain the data fields for
an item (for example, an eSlide). Use these options to arrange the exported data fields in rows (horizontally) or
columns (vertically). (Note that Microsoft Excel has limits on the number of columns and rows it accepts.)
`` Delimiter – Determines whether the data in the export file to be separated by commas or tabs. This depends
on the application you are using to format the data.
`` Fields – Select whether you want empty fields to be exported.
`` Fields to be Exported – Select the data fields you want to export.

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3. Click Export. eSlide Manager creates a commas-separated or tabs-separated file containing the exported data.
You can open the file in Microsoft Excel or save it to your disk.
The first time you export a CSV file, your browser may ask you to select the program (such as Excel) used to open
the CSV file.

Working with Detail Pages

When you open an item on a list page, a details page appears that contains information on all data associated with that
item. For example, the following Case Details page includes information on the case, and all associated specimens and
eSlides:
View other cases
Show / hide details Access eSlideShare
Open WebViewer

Add specimens

Case details

Attachments
and reports

Show / hide
details

The details appear on the page in hierarchical order. In the previous example, after clicking from the Cases list page, the
case details appear, as shown above. You can view further details as follows:
`` To view details for associated specimens and eSlides, scroll down the page. To view specimen details, click the
corresponding icon .
`` To view eSlide details, scroll down further and click the corresponding icon .
`` If you open multiple items, they appear in a tabs, as shown below.

From a details page, you can do the following. The examples and instructions below are using the Case Details page.

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To do this: Do this:
Access or hide details for parent and child data Click the icon corresponding to the detail information you want to view.
In the previous example, you can show or hide details for the case ,
specimen , or eSlide .
Add, sort, delete, or view attachments Click Case Attachments to view the attachment options. See “Adding
Attachments to Details Pages” on page 29.
View reports Click Case Reports.
For information on the optional eSlide Manager Reporting feature, see
the eSlide Manager Reporting User’s Guide. See the next chapter for
examples of using details pages to create a complete set of related
data.

Adding Attachments to Details Pages

You can attach documents, such as study protocol spreadsheet and biopsy reports, to cases.
1. To add a document to a case (project, course or lesson), specimen, or eSlide, open the item of interest. List cases
(projects, courses or lessons) or specimens, select the item of interest and click Open Data at the top of the list.
2. In the Details page, click Add Attachments section and click Add Attachment.
3. Click Browse to navigate to the document.
You can enter a document description.
4. Click Upload to add the attachment.

eSlide Sharing
eSlideShare is a sharing network where you can share your cases, projects, and courses with others. If your active user role
has eSlideShare sharing enabled, an eSlideShare button appears on the details page. (If you don’t see this button and want
to use eSlideShare, contact your eSlide Manager administrator.) For information on how to share your data and images on
eSlideShare.com, see “Appendix C: eSlide Sharing” on page 76.

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 5 Adding Data to eSlide
Manager
This chapter discusses several ways to add data to eSlide Manager.

The examples in this chapter use cases. Many of these procedures also apply to projects, courses,
lessons, eSlides, or specimens.

One of the strengths of eSlide Manager is its flexibility. You can arrange your data in any way that suits your organization.
Some researchers prefer not to set up projects and specimens, but only use the eSlide list. Other users wish to set up a case
for each patient with all documents, eSlides, and specimens associated with that case.
This chapter shows several different ways to add data to eSlide Manager.
Leica Biosystems Imaging Professional Services is available for a fee to assist you with designing your eSlide Manager data
organization.

When adding child data to parent data in eSlide Manager, you must have Full Control to the data
groups of both the child and the parent and your user role must permit adding data. For example, if
you add a new eSlide, you must have Full Control permission to the data group containing the image
associated with that eSlide. If you receive an error message indicating you are not authorized to edit
current parent data, contact your eSlide Manager administrator.

Adding Cases
1. From any eSlide Manager page, go to the Cases menu and click Add Cases.
2. On the Add New Cases page, enter the number of cases to be added in the Case(s) box.

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3. Enter the appropriate information in the text boxes.

If more than one case is added, the data entered in the fields below will apply to each case created.
4. Select the appropriate Data Group to assign the case to.
5. Click Add to add the case(s) or Cancel to exit.

If you are creating many new cases that have similar information (for example, they all have the same
physician), you can create all the cases at one time. Entering the data the cases have in common, and
then return to each case individually to enter the data that is different.
If your eSlide Manager location is set up to create cases automatically when a slide is scanned, and
then to fill in the case with data from the slide barcode, you can skip this step.

Working with Cases

If you want to.. Do this...

Create a specimen and add it to a case. 1. Under the Cases menu, click All Cases (As List) to go to the Cases list
page.
You can also search for a case by using the Search box at the top of the
page and entering a unique identifier to locate the case (see “Chapter
9: Searching eSlide Manager Data” on page 60).
2. In the Cases list, click or select the check box next to the case and
click Open Data at the top of the case list.
3. At the top of the Case Details page, click Add New Specimen.
4. On the Add New Specimens page, enter the number of specimens to be
added in the Add Specimen(s) box. Enter the appropriate specimen
information.
If more than one specimen is added, the data entered in the fields will
apply to each specimen created.
5. Click Add to save the information and exit.

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Chapter 5:  Adding Data to eSlide Manager

If you want to.. Do this...

Add an existing specimen to a case. 1. Under the Cases menu, click All Cases (As List) to go to the Cases list
page.
You can also search for a case by using the Search box at the top of the
page and entering a unique identifier to locate the case (see “Chapter
9: Searching eSlide Manager Data” on page 60).
2. In the Cases list, click or select the check box next to the case and
click Open Data at the top of the case list.
3. At the top of the Case Details page, click Add Existing Specimen.
Only unassigned specimens are listed.
You can use the filter options to fine-tune the list of specimens shown to
find the one you want.
4. Select the check box next to the appropriate specimen in the
Unassigned Specimens list and click Assign.

Adding Specimens
1. From any eSlide Manager page, go to the Specimens menu and click Add Specimens.
2. On the Add New Specimens page, enter the number of specimens to be added in the Add box.
3. Enter the appropriate information in the text boxes that appear in the Add New Specimens window.
If more than one specimen is added, the data entered in the fields below will apply to each specimen created.
4. At the bottom of the page, type the name of the Data Group to which you want to assign the specimen.
5. Click Add to add the specimen(s) or Cancel to exit.

Working with Specimens

If you want to.. Do this...

Access the Specimen Details area. Do one of the following:
yyGo to the Specimens menu, and view the specimens by list or folder.
Click or select the box to the left of the specimen and click Open
Data.
Or:
yyIn the Specimens Details area of the Case Details page, click or
select the box to the left of the specimen and click Open Data.

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If you want to.. Do this...

Add an image to a gross specimen. 1. From the Specimen Details section, click Add Gross Image.
2. Select Reference an Image or Upload Images to add an image to
the specimen. (Your eSlide Manager configuration may not display
Reference an image. Contact your eSlide Manager administrator for
information.)
yyReference an image – click Browse to select an image file from a
location accessible to the eSlide Manager server, and click Add. The
images can be any size.
yyUpload an image – click Select Images to browse to an image on your
workstation, and click Open. The image cannot be larger than 2GB.
Create an eSlide and add it to a specimen. 1. From the Specimen Details section, click Add New eSlide.
2. On the Add New eSlides page, enter the number of eSlides to be added.
3. Enter the appropriate eSlide information. If multiple eSlides are created,
the information entered applies to all of them.
4. Click Add.
For information on adding scanned images to eSlides, see “Adding an Image
to an eSlide” on page 34.
Add an existing eSlide to a specimen. You can add an eSlide to a specimen, even if the specimen is not part of a
case.
1. From the Specimen Details section, click Add Existing eSlide. A list of
unassigned eSlides appears.
2. Select the box to the left of each eSlide you want to add to the
specimen and click Assign.

Adding eSlides
Notes about eSlide images:
yyScanned slides – When you use an Aperio scanner to scan a glass slide, an eSlide is
automatically created and sent to your eSlide Manager installation where it appears in the eSlide
list page.
yyComposite eSlides – Composite eSlides (images that consist of more than one file) such as
CWS, ACI, or composite Mirax eSlides cannot be added directly to eSlide Manager through
eSlide Manager commands. Instead, use the Universal Image Importer to add them to eSlide
Manager. See the document, “Installing and Configuring the Aperio Universal Image Importer” for
information.

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1. From any eSlide Manager page, go to the eSlides menu and click Add eSlides.
2. On the Add New eSlides page, enter the number of eSlides to be added in the Add box.
3. Enter the appropriate information in the text boxes. If more than one eSlide is added, the data entered in the fields
below will apply to each eSlide created.
4. At the bottom of the page, type the name of the Data Group to which you want to assign the eSlide.
5. Click Add to add the eSlide(s) or Cancel to exit.

Adding an Image to an eSlide

You can add an image to an eSlide by going to the eSlide Details section of several different detail pages, such as a Case
Details, eSlide Details, or Specimen Details page.
1. In the eSlides Details section of a details page, go to the eSlide Images section and click Add Image.
2. Select Reference an Image or Upload an Image. (Your eSlide Manager configuration may not display
Reference an image. Contact your eSlide Manager administrator for information.)

Most virtual slide images are too large to upload. If the file is too large to upload, eSlide Manager
times out before the image is loaded. We recommend using Reference an Image. When you reference
an image, eSlide Manager points to and remembers the image location.

`` Selecting Reference an Image allows you to browse to an image that is accessible to the server. Select the
image file and click Add to reference this image. These images may be any size.
`` Selecting Upload an Image allows you to browse to an image on your workstation that can be uploaded to the
data table. Select the image file and click Open to upload the image. The size limit is 2GB.

Third-Party Images
When adding an image to an eSlide, you can use Reference an Image to link to a Hamamatsu NanoZoomer or Zeiss Mirax
image that is on the server, but Zeiss Mirax image files cannot be uploaded from your workstation or local network.

Creating eSlides from Images in a Server Folder or SubFolder

1. Go to the eSlides menu, and select Add eSlides.
2. In the Add New eSlides page, select Add eSlides with images in server folder and subfolders.
3. Click Browse to select a folder that contains the eSlide image files.
4. Click Add to create eSlides for all of the images in that folder or Cancel to exit.
If you select a folder that contains eSlide image files that are already assigned to other eSlides, a page appears
letting you know which images are already used.
To use assigned images (that is, to unassign them from other eSlides and assign them to your new eSlides), select
the check boxes for the images you want to use and click Reassign Checked Boxes. Or, click Cancel to continue
without reassigning the images.

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 6 Viewing eSlide Images
This chapter provides instructions for opening eSlides, setting a default viewer, and using the WebViewer
to view and annotate eSlides.

eSlide Viewers
There are three eSlide viewers available from eSlide Manager:
`` WebViewer – use this browser-based viewer to view one or more eSlide images. The eSlide tray and Viewer
window allow you to open and navigate through eSlides for an entire case or project. The WebViewer provides
annotation tools and conferencing features.
`` ImageScope – if installed on your workstation, you can use ImageScope to view, annotate, and run image
analysis on eSlide images.
`` WebScope – this browser-based viewer enables you to view, annotate, and run image analysis on eSlides.

Setting the Default Web Viewer

A web viewer is an eSlide viewer that is not installed your workstation. This option selects which web viewer is used
by default to view an eSlide Manager image (generally an eSlide) if the ImageScope viewer is not installed on the your
workstation.
The Default Web Viewer setting is in the System Settings, which are accessed from the eSlide Manager Administrative
menu. (You must have Administrator privileges to access the System Settings.) For more information on system settings, see
the eSlide Manager Administrator’s Guide.

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Opening eSlide Images in the WebViewer

You can open one or more specific eSlide images, or all of the eSlide images for a case or project.

Note: If ImageScope is not installed and WebViewer is your default viewer, then you do not need to
press the W key when following the instructions below.

To open: Do this:
All eSlides in a case, project, or lesson From a Case, Project, or Lesson list page, click the that appears in the left
column of the case or project to open all associated eSlide images.
Or:
From an eSlide detail page that is part of a parent-level detail page (Case,
Project, or Lesson):
1. If WebViewer is the default web viewer, press and hold the W key (if
WebViewer is the default viewer) or the A key (if WebViewer is the
alternative viewer), and click the thumbnail image of the eSlide.
2. The selected eSlide opens in the WebViewer window, with all other
associated eSlides open in the eSlide tray.
One or more eSlides from the eSlide To open one eSlide:
List page yyPress and hold the W key (if WebViewer is the default viewer) or the A key
(if WebViewer is the alternative viewer), and click the thumbnail image of
the eSlide.
To open multiple eSlides:
yySelect the check box next to each eSlide image you want to open. Press
and hold the W key (if WebViewer is the default viewer) or the A key
(if WebViewer is the alternative viewer), and click View Images. The
selected eSlide opens in the WebViewer window, with all other associated
eSlides open in the eSlide tray.

The WebViewer opens in a separate browser tab, with the selected eSlides images loaded in the eSlide tray. For
information on using the WebViewer to view and annotate eSlide Images, see“Using the WebViewer” on page 38.

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Opening eSlides in WebScope

Note: If ImageScope is not installed and WebScope is your default web viewer, then you do not need
to press the W key when following the instructions below.

To open: Do this:
One eSlide image From the eSlide list page, press and hold the W key (if WebScope is the default
viewer) or the A key (if WebScope is the alternative viewer), and click the
thumbnail image of the eSlide.
Multiple eSlide images From the eSlide list page, select the check box next to each eSlide image you
want to open. Press and hold the W key (if WebScope is the default viewer) or
the A key (if WebScope is the alternative viewer), and click View Images

For details on using WebScope, see the WebScope User’s Guide.

Opening eSlides in ImageScope

To open: Do this:
One eSlide image Click the thumbnail image of the eSlide.
Multiple eSlide images Select the check box next to each eSlide image you want to open, and click
View Images.

For details on installing and using ImageScope, see the ImageScope User’s Guide and the Image Analysis User’s Guide.

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Chapter 6:  Viewing eSlide Images

Using the WebViewer

When you open one or more eSlide images, they appear in the WebViewer window, as shown below.

eSlide Tray Viewer window

The two main areas are the eSlide tray and the Viewer window:
`` eSlide tray – The eSlide tray provides a simulation of the tray pathologists use to organize their glass slides. If
you opened multiple images (a case or project, or a set of selected images), they appear in the eSlide tray. The
eSlide tray is described in the next section.
`` Viewer window – The Viewer window is where you work with your eSlide images. For more details, see “Using
the Viewer Window” on page 41.

Using the eSlide Tray

Depending on whether you opened eSlide images from a case or project details page or the eSlide list, the eSlide Tray can
contain the following:
`` All eSlide images from a case, project, or lesson.
`` All selected eSlide images.

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The following example shows the different parts of the eSlide Tray.

Expand and collapse tray

Flipped (read) eSlide

View eSlide information

Add memo to eSlide

View multiple images

Specimen marker

Navigate eSlides

Navigate trays

Tray numbers

You can perform these actions from the eSlide tray.

To do this: Do this:
View an eSlide. Click an eSlide to open it in the WebViewer window.
Flip an eSlide horizontally to mark it as By default, eSlides are flipped in the tray after you read them. If you have turned
read or unread. this feature off, you can flip the eSlides manually. With one or more eSlides
selected, right-click an eSlide and select Toggle Read/Unread. Use your
keyboard Ctrl key to select multiple eSlides.
To change the automatic slide flipping behavior in your personal settings, click
to go to My Settings, and select or clear the Disable Auto-Slide Flipping
check box.
Navigate through the eSlides in the Click Previous Slide and Next Slide, or use the Previous and Next
eSlide tray. buttons from the Web Viewer toolbar.
Navigate through all open eSlide trays. If there are more than 20 eSlides in the open case or project, click the Previous
or Next buttons or click the number of the tray you want to view .
Move an eSlide to a different slot in Drag the eSlide to a different position.
the tray.

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Chapter 6:  Viewing eSlide Images

To do this: Do this:
Insert a blank slot in the eSlide tray. Right click the eSlide located below the space where you want an extra slot and
select Insert Blank Slot. To remove a blank slot, right-click the slot and select
Remove Selected Blank(s).
Remove an eSlide from the eSlide tray. With one or more eSlides selected, right-click one of the selected eSlides and
select Remove Selected Slide(s).
Select more than one eSlide. Hold down the Ctrl key on your keyboard, and click each eSlide you want to
select.
Select multiple images to view. Select the circle next to the eSlide to open the eSlide image in the Viewer
window. See “Viewing Multiple Images” on page 48 for details.

If you see a “Prior Case” link at the bottom of the eSlide Tray, you can click the link to view eSlides for
the case referenced in the link. The Prior Case link only appears if the active case and associated prior
cases were created in the eSlide Manager Network Applications. For more information on prior cases,
see the eSlide Manager Network Applications User’s Guide.

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Using the Viewer Window

The Viewer window is where you view and annotate eSlides.
Toobar Label Thumbnail and heat map

Rotation dial Scale bar

Zoom control Magnifier glass

Zoom slider

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WebViewer Tools
The following table describes the tools available from the WebViewer.

Use this tool: To do this:

Toolbar Access the following tools and settings:

Close the current eSlide, if there is more than one eSlide open.

View the previous eSlide in the tray.

View the next eSlide in the tray.

Open the eSlide in ImageScope.

Change the image tiling pattern when you have multiple eSlide images open.
See “Viewing Multiple Images” on page 48.
Takes a snapshot of the current view, and saves the image file. The file formats
available depend on the print drivers installed on your system.
Open the Pin drop navigation tool. See “Using Pin Drops to Navigate Around
eSlides” on page 47.
Add or edit annotations. See “Using Annotations” on page 45.
Use the Raster Scan navigation feature. See “Using Raster Scan Navigation” on
page 43.
Host a conference to share eSlides with colleagues working in your eSlide
Manager location. See “Chapter 7: Conferencing” on page 54.
Open the WebViewer Visibility panel and Options window. “Viewing Z-Stack
Images” on page 49.
Label * View and rotate the eSlide label. Click the eSlide label to rotate it 90 degrees to the
right.
Thumbnail and heat map * Navigate in the main Viewer window using a small version of the entire eSlide.
Zoom slider * Zoom in and out of the eSlide.
Zoom control * Select a specific magnification level.
Rotation dial * Rotate the eSlide from 0° to 360° by clicking and dragging the rotation bar.
Magnifier glass * Drag the magnifier glass to view areas of the eSlide at twice the current magnification.
Scale bar * View a measurement scale that adjusts with the magnification level. You can resize the
scale bar by dragging the left or right edge. You can also drag it to a different area of the
eSlide.

* Click to show or hide these tools.

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Navigating eSlides
There are several ways to navigate through an eSlide.

Click and Drag

Manual Navigation

yyClick and hold the left mouse button to drag the eSlide within the WebViewer.

Keyboard Navigation
yyUse the arrow keys for incremental vertical and horizontal movements.
yyFor larger vertical and horizontal movements, press Shift and an arrow key.
Auto-Pan
yyClick the boundary of the Viewer window to start auto pan. The Auto-pan symbol
Semi-Automated

appears in the center of the window, and the eSlide scrolls from the center towards
the direction of your mouse pointer.
yyThe greater the distance between the mouse pointer and center, the faster the scroll
speed.
yyClick anywhere in the Viewer window to stop the auto-pan.
Raster Scan
Automated

yyConfigure the magnification, start position, direction of travel, and the boundary area.
yyProvides frame-by-frame navigation of the eSlide based on configuration settings.
yyYou can adjust the speed as needed.

Using the Heat Map

The heat map appears in the thumbnail window (shown in the example on the next page), and shows the areas of the eSlide
you have viewed and the magnification level used. The color of the heat map corresponds to the color on the zoom control
that represents the current zoom level.
To enable the heat map, click the Settings button on the WebViewer toolbar, and select the Heat Map check box. See
“Viewing Z-Stack Images” on page 49.

Using Raster Scan Navigation

Raster Scan is an WebViewer navigation tool that enables you to move frame-by-frame through an eSlide during
your review.
During a raster scan, the WebViewer uses the specified settings to navigate frame-by-frame through the eSlide until all the
tissue is reviewed. If enabled in the WebViewer Tools window, the heat map appears in the thumbnail, as shown below.
To view or change Raster Scan settings, see “Viewing or Changing the Raster Settings” on page 45.

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Start a Raster Scan

Follow these steps to navigate an eSlide using a raster scan.
1. Click from the WebViewer toolbar to display the Raster window.

Close window

Change Raster settings

Scanning controls

Tissue detection settings

2. Select the tissue detection setting to determine the type of scan to perform.
Scans each piece of tissue.
Scans all of the tissue area.
Scans the whole slide area.

3. Click to start the scan.

If enabled, the heat map shows the progress of the raster scan in the Thumbnail window, as shown in the example
below. (To enable the heat map, click and select the Heat Map check box).

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Notes About Using Raster Scan

`` Use and to scan more slowly or more quickly.
`` To pause the scan, click anywhere in the eSlide, press your keyboard space bar, or click . You can then
manually review the area. For example, you might use a different magnification or view the periphery of the
displayed area. You can press the space bar to start the scan again.
`` To reset the raster scan to the start of the eSlide, pause the scan and then click .

Viewing or Changing the Raster Settings

Click from the Raster window to access the Raster Settings window, where you can view or change the following
settings.

yySelect the Auto Scan check box to enable the Auto-Raster feature.
yyClear the Auto Scan check box if you want to manually scan through the eSlide
following the raster pattern. The WebViewer will not automatically move through
the eSlide. Press your keyboard space bar to move to the next field of view.
yySet the Magnification level to use during the raster scan. The magnification
levels available depend on the magnification used to scan the slide.
yyClick Default to return to the default settings.
yyClick to view or change the advanced raster settings.
yyView Overlap enables you to determine how much image overlap occurs during
the raster scan.
yyRaster Pattern enables you to specify a horizontal or vertical scan pattern.
yyTissue Threshold is used to calculate the boundary of tissue for the raster
pattern. Where tissue is particularly faint, increasing the threshold value can aid
boundary detection.

Using Annotations
Annotations are available from the WebViewer toolbar. Select an annotation type then click on the viewer to
place or draw the annotation you have chosen. Annotations are saved automatically.

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Draw a square annotation.

Draw a polygon annotation.
Click to set points, and then double-click to complete the polygon.
Draw a free-form shape annotation.
Place a pin drop annotation.
Draw an arrow annotation.
Perform a linear measurement.
Click to set points, and then double-click to complete the measurement.
Define the report image.
Draw a circle annotation.
Place a text label.

There are additional options available to configure your annotations.

Delete the selected annotation.

Change the selected annotations color.

Add or edit notes for selected annotation.

Go to previous annotation.
Currently selected annotation. The icon that appears indicates the type of
annotation selected.
Go to next annotation.

You can access additional annotation tools by right-clicking in the image to use the shortcut tool bar. (Note that the first
three tools in the toolbar below are described in the previous table.)
Copy the selected annotation.
Click to copy the annotation, and then right-click to paste it in the new location.
Move the selected annotation.
Click to cut the annotation, and then right-click to paste it in the new location.
Edit a free-form annotation.
For more details, see “Editing Free-Form Annotations” on page 47.

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Using Pin Drops to Navigate Around eSlides

After you mark your eSlides with pin drops, you can navigate from pin to pin on one or more eSlides in your tray.
1. Click the pin drop navigation icon on the toolbar to access the Pin Drops box.

2. From the Pin Drops box, you can:

`` Click or to move between the pin drops on this or other eSlides in the eSlide tray.
`` Click or to move to the first or last pin drop.
`` Click a number to go to a specific pin drop.

Editing Free-Form Annotations

Follow these steps to redraw a free-form annotation.
1. On the eSlide image, select the annotation you want to redraw.
2. Right-click the annotation to display the annotation toolbar.

3. Select the Redraw tool .

4. Click and hold the left mouse button, and drag the pointer in the direction you want to redraw the annotation.
5. Release the mouse button when you are finished drawing.
6. When asked to save, click Yes to save the revised annotation. If you want to return to the original annotation, click
No.

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Chapter 6:  Viewing eSlide Images

Viewing Multiple Images

You can open up to four images at a time.
Follow these steps to open and view multiple images in the WebViewer window:
1. Click the circle next to each eSlide image to select the images to open. Selected images appear with push pin
inside the circle, as shown below.

2. The selected images appear in the Viewer window.

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The newly opened eSlide images are “pinned” in the Viewer window.

When you have multiple eSlides open in the Viewer window, the tools selected in Visibility
box are available for the selected eSlide. If the tools do not appear as expected in the
selected eSlide image, you might need to click inside the image.
See the “The WebViewer Options” on page 50 for details about setting Visibility options.

3. When multiple eSlide images are open, you can do the following:
`` Click to change how the images appear in the Viewer window. For example, the images can appear
horizontally, vertically, or in a square pattern.
`` Select a pinned image, and use any of the available navigation or annotation tools on that image.
`` View a different primary eSlide image by selecting a different eSlide from the tray, keeping the pinned images
in place.

Note that you cannot have multiple images open when using the conferencing feature.

Viewing Z-Stack Images

The Aperio scanner can create multiple digital images of slide tissue scanned at different focal depths, creating a 3D image
that you can visually navigate through much as a microscope user can navigate through different tissue focal depths by
using the microscope objective fine and coarse adjustments. This ability to create a 3D image is called “z-stack scanning.”
WebViewer enables you to open a z-stack image, and view, navigate, and annotate the image at its default z-stack layer.
The default z-stack layer is defined during scanning.

Sending an Email Link to an eSlide Image

You can send a link to colleagues that allows them to open the image in a stand-alone Viewer window. With the eSlide
image open in the WebViewer, copy the URL from your web browser and paste it into an email. The person using the link
may need to log into the website where the image resides.

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The WebViewer Options

You can select which features to display in the WebViewer window. You can also view information and change other
options.
Follow these steps to view or change WebViewer settings.
1. Click the Settings button on the WebViewer toolbar.

2. From the Visibility box, select or clear the check boxes to set the visibility of the different WebViewer tools.
3. To view or change other WebViewer options, click the Options button to open the Options window.
4. The following table describes the tabs available from the Options window.

Options tab Description

Keyboard Shortcuts Provides a list of keyboard shortcuts that you can use in the WebViewer. See also the
“Keyboard Shortcuts” section below.
Preferences Enables you to set the following preferences:
yyLabel rotation – Sets the default rotation of the eSlide label. With the label rotated
as desired, click the Use Current button. This setting applies to your login only.
yyThumbnail Enlarge on Hover – When selected, you can hover your mouse pointer
over the thumbnail window to enlarge it.
Clicking Default resets the default preferences.
Report For the report image, specifies:
yyIf it is a fixed size or if it can be drawn to any size.
yyIf the image uses the maximum resolution (magnification) of the eSlide or its current
resolution in the Viewer window.
You can click the Default button to return to the default report settings.
Image Provides details on the eSlide image, including dimensions, resolution, and compression
type.

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Options tab Description

About Provides release information for the WebViewer.

Keyboard Shortcuts
The WebViewer provides a number of keyboard shortcuts for frequently used actions.

A list of keyboard shortcuts is also available in the WebViewer Options window.

Changing eSlide

q, Q Step to the previous eSlide in the eSlide Tray

e, E Step to the next eSlide in the eSlide Tray

eSlide Navigation

Arrow Keys Move the view ¼ of the view width or height

Shift + Arrow Keys Move the view ¾ of the view width or height

Magnification

Ctrl + Minus Sign Zoom Out

Ctrl + Plus Sign Zoom In
Double-click Toggle between the last two magnifications

Rotation

r Rotate clockwise 15°

Shift + R Rotate clockwise 1°
Ctrl + r Rotate counter-clockwise 15°
Ctrl + Shift + R Rotate counter-clockwise 1°
0 (Zero) Set rotation to 0°

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Annotations

Ctrl + m Move the selected pin. Press Ctrl+m, drag the pin to its new location, and press Ctrl+m
again to place the pin.
Ctrl + c Copy selected annotation
Ctrl + v Paste copied or selected annotation
Delete Delete the selected annotation

Automatic Image Viewing

When you click on an thumbnail image or select an image and click View Images in eSlide Manager, ImageScope opens
and displays the image.
When you click on the item’s icon or select the item and click Open Data, you see the details page for that item and the
image associated with that item opens in ImageScope.
This ensures that the proper eSlide Manager data entry screen is open for the correct corresponding image. In the case of
eSlides, the operator must confirm that the eSlide labels match the eSlide data for further quality assurance. If you do not
want to automatically open the image, see the next section.

Disabling Automatic Image Viewing

To disable a data item’s image from opening in a viewer when you open the details page for the item:
1. Go to the Administrative menu on the menu bar at the top of the eSlide Manager page and click My Settings.
2. On the User Details page, clear the Enable Auto-View Images check box.
Clearing this check box prevents a viewer from opening and displaying the image when you open a details page for an item.

Viewing Fluorescence eSlides

The Aperio fluorescence scanning system begins with using the Aperio FL to create fluorescence eSlides by scanning glass
slides stained with fluorochromes. For details on scanning fluorescence slides, see the Aperio FL User’s Guide and the
Aperio FL Console User’s Guide.
After your fluorescence eSlide is in eSlide Manager, a fused, false-color image appears. In this example, the last image
listed for the eSlide is the AFI (Aperio Fused Image), a fused image of the channel images that make it up (in this case, a
DAPI fluorochrome image, a TRITC fluorochrome image, and a FITC fluorochrome image). The symbol indicates an AFI.

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Characteristics of a Fused Fluorescence Image

The Aperio Fused Image (AFI) is an innovative feature of the Aperio scanner fluorescence scanning system. Although you can
view each false-colored channel image of a fluorescence scan separately (for example, the DAPI channel, the FITC channel,
and so on), you can also view a fused image (the AFI) that shows all of the false-colored channels fused into one image. The
AFI file is a composite file that points to the separate channel images. If you move or delete a channel image, the connection
between the channel image and the AFI breaks. When this happens, the AFI image does not display at all or displays
without the deleted or moved channel image.
If necessary, you can delete the broken AFI and create a new AFI in ImageScope by opening all the channel images (from
their current locations) and using the ImageScope Fuse Images command. See the ImageScope User’s Guide for details
on using the Fuse Images command. Note that to add the AFI to eSlide Manager, you must open the channel images in
ImageScope from eSlide Manager.
Other characteristics of the AFI include:
`` To preserve the links between the AFI and channel images, eSlide Manager does not allow you to add, move, or
copy an AFI. Although you cannot directly add or import an AFI into eSlide Manager, you can use ImageScope to
create an AFI from channel images. Also, scanning a fluorescence slide on the Aperio FL scanner automatically
adds the AFI to eSlide Manager when the Digital Slide Repository (DSR) is defined to the scanner.
`` Deleting an AFI does not delete the channel images used to create it.

Analyzing eSlide Images

To run image analysis on your eSlide images, use one of the Image Analysis eSlide viewers:
`` ImageScope viewing software is available for free download from www.LeicaBiosystems.com. ImageScope is
installed and run from a server or client workstation. For information on using ImageScope, see the ImageScope
User’s Guide.
`` WebScope is a web-based, platform-independent eSlide viewer that you can access from any workstation,
including Macintosh or Linux, with an Internet browser and Adobe Flash Player. For information on using
WebScope, see the WebScope User’s Guide.
For information on running image analysis, see the Image Analysis User’s Guide.

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 7 Conferencing

Conferencing enables colleagues working on the same eSlide Manager location to share an eSlide. This
chapter describes how to host and participate in a conference.

Before Starting the Conference

Follow the steps below to prepare for the conference.

If You are Hosting a Conference: `` Use the WebViewer to open the eSlide or set of eSlides you want to share.
`` If you plan to use annotations to identify areas of interest on the eSlide,
add the annotations before starting the conference. Annotations cannot be
added to an eSlide during a conference.
If You are Attending a Conference: You join a conference by accepting an invitation. To receive a conference invitation,
you must:
`` Log into eSlide Manager.
`` Click on the toolbar, and set your conference availability to
Available.

Starting a Conference
The eSlide Manager conferencing feature allows you to host a conference and invite other eSlide Manager and eSlide
Manager Network Application users. Your user role, as defined by your eSlide Manager administrator, determines whether
you have access to host conferences.
This section describes how to host a conference. For information on participating in a conference, see “Participating in a
Conference” on page 56.
1. Make sure the eSlides you want to share are open in the WebViewer.

You can only have one image open in the Viewer window during a conference. If multiple
images are open when you start a conference, WebViewer closes the pinned images.

3. Click the Conference icon on the WebViewer tool bar.

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4. In the Create Conference window, select the people you want to invite to the conference, type a message to
include, and click Create.

When you create the conference, the conference pointer appears on the eSlide, and a Conference Manager
window opens showing you as the host.
5. Each person selected receives an invitation.
When they accept their invitations and join the conference, their names appear in the Conference Manager
window. Attendees view the eSlide in a view-only format.

The Conference Window

The conference leader and participants communicate using the Conference
Manager window. In the example to the right, the host has given control to
another participant. The window for the participants is slightly different.
The status of participants is indicated by the color of the dot next to their
names.

Active conference leader.

Participant or host.
The participant is requesting control of the conference.

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Hosting a Conference
As the host, you are the initial conference leader. The following table describes tasks that hosts can do during a conference.

To do this: Do this:
Show participants areas of the eSlide Use the WebViewer navigation tools to move around the eSlide image.
image. Conference participants are presented with the same view.
Invite more participants. From the Conference Manager window, click Invite to select from a list of
available participants.
Give a conference participant control When a participant requests control, the dot next to their name turns red. To
of the eSlide. give control to the participant, click the dot next to the participant’s name.
When a participant has control:
yyClick Grab Control to regain control of the conference.
yyClick Request Control to display a “Give Control” link next to your name in
the leader’s Conference Manager window. The active leader clicks the link
to give you control.
End the conference If you are the host and leader, close the Conference Manager window to end the
conference.
To allow the conference to continue without you, give control to another
participant prior to leaving the conference.

Participating in a Conference
The following table describes what participants can do during a conference.

To do this: Do this:
Join a conference Make sure you are logged in to eSlide Manager.
When you receive the conference invitation, click Accept to join the conference.
You have the option of including a message to the conference host.
Request control of the WebViewer From the Conference Manager window, click Request Control to alert the
navigation conference leader that you would like to take control of the WebViewer
navigation.
Navigate the eSlide Zoom in and out, and pan around the eSlide.
Chat to other participants Type a message in the Chat box, and press Enter.
Leave the conference Close the Conference Manager window.

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 8 Moving, Copying, and
Cloning Data
This chapter discusses how to move, copy, and clone eSlide Manager data.
For information on adding images, see “Chapter 5: Adding Data to eSlide Manager” on page 30.

Synchronizing Changes to the eSlide Manager Image Database

If you use the methods discussed in this chapter to move or copy image files, eSlide Manager automatically updates its
database to reference the new locations. However, if you move image files outside of eSlide Manager, using standard
Windows file operations, eSlide Manager will not know about the changes—if you do this, ask the eSlide Manager
administrator to contact Leica Biosystems Imaging Technical Services for assistance in moving the files into eSlide Manager.

Moving or Copying an Image File

Moving an image file deletes it from its current location as defined in eSlide Manager, and moves it to a new location.
Copying an image file creates a copy in the new location, and keeps the file in the original location.
To move or copy an image file:
1. Log into eSlide Manager with a user role that permits moving and copying images. (If your user role does not
permit these actions, contact your eSlide Manager administrator.)
2. Go to an eSlide Manager page that lists images (for example, the eSlides list), and select the check box next to the
images you want to move or copy. To select all images, select the check box at the top of the list.
3. Do one of the following:
`` Click Move. The Move Images page appears, click Browse to select the destination folder for the file.

`` Click Copy. When the drop-down box appears, select whether you want
to copy the image file only, or if you want to copy the eSlide (all the data
associated with the image).

When the Copy eSlide or Copy Image page appears, click Browse to select the destination folder for the
image file.

The initial folder displayed is the image root folder, which is read from the ImageServer.ini file. (This setting can
be configured by using the Aperio ePathology System Information Utility.) If for some reason this setting cannot be
found, the initial folder is C:\.
4. Navigate to the folder into which you want to move or copy the image file, and click Select. To create a new folder,
click the Create Folder Here link.

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Chapter 8:  Moving, Copying, and Cloning Data

5. When you have selected the folder, click Copy or Move, depending on whether you are copying or moving the file.
The status page tells you when the copy or move is finished.

Do not close the Move or Copy Status page or move to another page until you see the completion
message. Image files can be large, so the move or copy may take some time.
If you want to continue to use eSlide Manager during the move or copy, you can log in using another
browser tab if multiple logins are permitted.

Cloning Data
It is important to understand how eSlide Manager structures data in parent/child relationships. Taking a case as an
example:

Cases

Specimens

eSlides

The hierarchy above shows:

`` The top-level data entity is the case.
`` A case generally contains one or more specimens. Specimens are child data to the case, and the case is the parent
to the specimen.
`` Specimens generally contain one or more eSlides. The eSlide is the child data to the specimen and the grandchild
to the top-level entity, the case.
The Clone To command acts like the Assign To command except that it makes a copy of the child data and assigns the copy
to new or existing parent data.
The clone feature allows you to share child data between data hierarchies. For example, the same eSlide can be assigned to
a case in the Clinical data hierarchy and a project in the Research hierarchy. Or, you can share child data between different
data groups within the same data hierarchy.
The cloned child data is treated as a separate entity—for example, annotations made on an eSlide that is part of a project
are not visible in the same image that is part of a case. (Some child data such as the actual image file itself, reports, and
attachments, are not copied because they can be so large, but this is transparent to the eSlide Manager user.)

Using the Clone To Command

The Clone To command is available on all list pages that contain the Assign To command.
To use the Clone To command:

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 Chapter 8:  Moving, Copying, and Cloning Data

1. Select one or more items from the list page.

2. Click Clone To.
3. From the Clone To drop-down list, select what you want to clone the item or items to.
For example, on the Specimens page, you can select whether to clone the eSlide to an existing case or a new case.
(If you are logged into another data hierarchy, you can select whether you want to clone the eSlide to a project or
lesson.)

4. If you are cloning the eSlide to an existing parent such as a specimen or case, a Filter Options page appears where
you can narrow the choices by selecting a data field on which to filter the data. (See the illustration below.)

a. Click the + next to a type of field to display the fields from which you can choose.
b. Click to select a field in that list, and use the appropriate operator from the operator drop-down list.
c. Type the characters you want to filter by in the right-hand text box.
d. After entering your filter data, click Apply Filter to see a new list of choices.
e. Click Select next to the item you want to clone the data to.
A message appears letting you know that the data has been cloned to the selected parent.

Preserving the Parent/Child Data Structure

Cloning tries to preserve the child data/parent data structure. For example, an eSlide would typically be child data to a
specimen. If you clone the eSlide to a parent higher than the specimen (such as directly to a case), then:
`` If the cloned eSlide belongs to a direct parent, such as a specimen, then that specimen is also cloned to the higher
parent.
`` If the cloned eSlide does not belong to a specimen, then a blank specimen is created and cloned to the higher
parent.

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 9 Searching eSlide Manager
Data
This chapter describes the features and functionality of searching within eSlide Manager.
Using the eSlide Manager search function, you can search the database on the majority of data fields defined within the
data tables. Saved searches can assist you in refining your search in order to find or compare cases, specimens or eSlides of
interest.
The search box is available at the top of every eSlide Manager page.

From the Search box, you can:

`` Type the text for which you want to search.

`` Click the drop-down arrow to use a saved search.

`` Click to use the advanced search or to save search criteria.

Using the Free-Text Search

The advantage of a free-text search is that you can enter any text without specifying the eSlide Manager data area (for
example, Case or Specimen) from which to search. (The eSlide Manager administrator defines which fields are searchable.)
For example, to search on instances of “HER2,” enter “HER2” in the Search box, and click .

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 Chapter 9:  Searching eSlide Manager Data

The search results appear in the context using the active hierarchy (Clinical, Research, or Educational).

From the Search Results page, you can:

`` Click the corresponding icon to go to the case , specimen , or eSlide where the search term appears.
`` If you have more than one page of search results, use the Previous and Next buttons at the bottom of the page to
view different pages.
`` Use the Display drop-down list at the bottom of the page to set the number of results that appear on each page.
`` Refine your search results by typing new search criteria in the Search box, and clicking Search.

Free-Text Search Tips

`` Use the wildcard symbol * to find words that partially match the search characters. For example, Gar* matches
patient names Garcia and Garman.
`` The results that appear depend on the fields the eSlide Manager administrator made available for search. Results
also depend on the fields you have permission to see based on the current data hierarchy, the permissions assigned
to your user role, and any user groups to which you belong.
For additional information on saved searches, see the following sections.

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Chapter 9:  Searching eSlide Manager Data

Advanced Search and Saved Searches

The Advanced Search page allows you to search on specific fields. You can also save your search criteria, or load a search
you saved previously.

If you start your workflow at the Advanced Search page, you can set Advanced Search as your eSlide
Manager start page. See the“You want to select an eSlide Manager start page” row in the table under
“Login and Preferences Tips” on page 13.

To use the advanced search:

Click next to the Search box. The Search page appears:

Using a Saved Search

To load and use a search you saved previously:
1. Click the drop-down arrow under the Load Saved Search (Optional) section, and select the search.
2. Click Load to load the search criteria.
3. Click Search under Modify Search Criteria.
To save a new search, see “Save a search” in the table under “Working with Saved Searches” on page 65.

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 Chapter 9:  Searching eSlide Manager Data

Selecting Advanced Search Criteria

To create advanced search criteria:
1. From the Search For box in the Modify Search Criteria section, select the type of data on which you are searching
(for example, eSlides and Cases).
2. To search on specific fields, expand the list of fields by clicking the corresponding + button, as shown for the Case
fields below:

3. Select the field on which to search. Only fields that are displayed in the data table are available.
4. When the field appears, select a search operator in the first field and type your criteria in the second field. The
example below shows a search on the Physician Name field.

See “Searching on User-Tagged Data” next in this chapter for details about available search operators.
5. You can enter multiple search criteria by selecting one or more additional fields. You can select more than one field
from the same list (Case, Specimen, etc.).
6. Click Search. The search results appear according to the type of data you selected in the Search For field, and the
fields on which you searched.

Searching on User-Tagged Data

If you use the TAG column on eSlide Manager list pages to associate a text tag with items on the list page, you can
search on the TAG field using advanced search. By default, the TAG column is not visible. If you want to make TAG column
available, contact your eSlide Manager administrator.

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Chapter 9:  Searching eSlide Manager Data

Advanced Search Operators

The following search operators are available when using the advanced search.

This search operator: Finds this data for the selected field:
All All data.
Equal to Database field equals the exact data entered in the search field.
Not equal to Database field does not equal the data entered in the search field. This could be useful for
a status search, when status does not equal “complete.”
Less than Data with a value less than the data entered in the search field. Data is searched in
alphabetic or numeric order, starting at the beginning of the text or numeric string.
For example, in the patient name search you ask for less than Doe:
yyThe search returns any patient name that begins with D, C, B, A and any names that
begin with Do, Dn, Dm etc., Dod, Doc etc.
For example, in a case number search, you ask for cases less than 30:
yyThe search returns any cases numbers that begin with 2 or 1, including 29, 11, 100,
20000, 2324, 1120 etc.
Greater than Data that is greater than the data entered in the search field. Data is searched in
alphabetic or numeric order, starting at the beginning of the text or numeric string.
For example, in the patient name search you ask for greater than Mary:
yyThe search returns any patient name that begins with M, N, O, P, etc., Mb, Mc, etc.,
Maq, Map etc., Marx, Marw etc.
Contains Data that contains one or more characters entered in the search field. For example, type
the letter “E” and the eSlide Manager database returns a list of physician names that
contain that letter.
Between All fields that match the two search entries and all data that lies between them
alphabetically.
yyFor example, entering Dr. A and Dr. F as the entries to search between returns the
result of Dr. A, Dr. B, Dr. C, Dr. D, Dr. E, and Dr. F.
Includes All items that satisfy any of a list of search parameters.
yyFor example, suppose you are searching for all cases that have the status of Pending
or Report Sent. Select the Status field under the Case Fields section, specify the
includes operator, and in the Search field, type the search parameters separated by
a comma (for example: Pending, Report Sent). The search returns all cases with the
status of Pending and Report Sent.

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 Chapter 9:  Searching eSlide Manager Data

Advanced Search Results

Advanced search results appear on the appropriate list page with just the matching items. For example, if you search for all
eSlides that are stained with the ER stain, a filtered list of eSlides that use that stain appears.
If you want to modify the search results, click at the top of the page to return to your original Search criteria. Make any
necessary changes, and conduct the search again.

Working with Saved Searches

If you want to: Do this:

Save a search After selecting the search criteria, go to the Save Search section and type a name for the
saved search in the Save Search Criteria box. Then click Save.
Saved searches are associated with the user who created them for each data hierarchy.
(For example, an operator who logs into the Clinical data hierarchy may have different
saved searches than the same operator logged into the Research hierarchy.)
Delete a saved search From the Search box drop-down list, select the saved search. Verify the name in the Save
Search Criteria box in the Save Search section, and click Delete.
Modify a saved search From the Search box drop-down list, select the saved search. Change the search criteria
and click Save. To save the search under a new name, type a new name in the Save
Search Criteria box and click Save.
Create a search with a If you want to use the same type of search multiple times, include an * in the saved search
placeholder name.
For example, you might create a HER2 Slides by Patient* search that looks for all HER2-
stained eSlides that belong to a specific patient. In this case, use a placeholder patient
name, Jane Doe. When you load this saved search, the search criteria appears, where you
can enter the patient name, and click Search.

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 10 Analyzing Images
This chapter describes the terminology, features and functions available to analyze images in eSlide
Manager.

Adding image analysis macros is done by the Administrator. See the ImageScope User’s Guide and
Aperio ePathology Image Analysis User’s Guide for details.

Aperio ePathology Algorithms

Analyzing eSlides helps you to examine slide staining to find patterns that tell you more about the eSlide. Using an
algorithm to look for these patterns provides precise, quantitative data that is accurate and repeatable. The process of
analyzing an eSlide is done by applying algorithms directly to the eSlide or selected regions of the eSlide.
The Positive Pixel Count algorithm is licensed without charge with other Aperio ePathology software. Other algorithms are
available from Leica Biosystems Imaging for a license fee. Algorithms have also been developed by third parties and tools
are available from Leica Biosystems Imaging for creating your own algorithms—contact Leica Biosystems Imaging for
details.
These algorithms all have control parameters—for example, intensity and hue settings—that allow the algorithm to be
tailored to your specific needs.

Analyzing eSlides in eSlide Manager

eSlide Manager provides a convenient tool for batch analysis of eSlides. Before you can batch analyze selected eSlide
images in eSlide Manager, an eSlide Manager administrator must create a macro for each image analysis algorithm you
want to use for analysis. You can then select one or more eSlides from the eSlide list to batch analyze with a specified
macro.
You can display the status of all eSlides that have been submitted for analysis (see “Viewing the Analysis Job Queue” on
page 70). As eSlide analyses are complete, they disappear from the queue.

eSlide Manager Analysis Batch Jobs

eSlide Manager provides a convenient tool for batch analysis of eSlides. Before you can batch analyze selected eSlide
images in eSlide Manager, the eSlide Manager administrator must first create a macro for each image analysis algorithm
you want to use for analysis.

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 Chapter 10:  Analyzing Images

Analysis can occur while you continue to work within eSlide Manager, organizing data, and annotating images.
1. Display the desired list of eSlides.
`` Open a specific case or project to see the associated eSlides.
`` You can list all eSlides by clicking the eSlide icon on the main eSlide Manager page or by going to the eSlides
menu and selecting All eSlides (As List).
`` Or, you can search within the eSlides for a specific stain or status. (See “Chapter 9: Searching eSlide
Manager Data” on page 60 for more information.)
2. Select the box to the left of each eSlide you want to analyze.
3. Click Analyze from the commands at the top of the data list.
The Analysis page displays:

The list of annotation layers in the Select Input Annotation Layer section at the bottom-left area of
the Analysis page depends on the eSlides you selected.
The number of annotation layers that all selected slides have in common are listed in this section.
This is because eSlide Manager does not allow you to select an annotation layer that does not exist
for all the selected eSlides.
If one of the eSlides selected has zero annotation layers, only the Most Recent or Whole Image
appear.

4. Select the macro to use. See the section below for information on finding a particular macro.
5. To analyze only a portion of the image, select a specific annotation layer in the Select Input Annotation Layer
section or click Most Recent to select the annotations in the most recently created annotation layer. To analyze
the entire eSlide, select Whole Image.
(See the ImageScope User’s Guide for information on drawing annotations to select areas to analyze.)

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Chapter 10:  Analyzing Images

6. Select the Create markup image(s) check box if you want to see the results of the analysis is a visual way on the
image.
7. Click Analyze. The eSlides chosen for analysis are added to the Analysis Job Queue.
You can always view the queue by going to the Analysis menu and selecting Jobs.

Batch Analysis on eSlide Manager with Third-party Tools

If a third-party analysis tool (for example, Definiens TissueStudio) is installed on eSlide Manager, an additional drop-down
list appears at the top of the eSlide Manager Analysis page from which you can select eSlide Manager Macros or the third-
party tool. In this case, if you want to use an eSlide Manager macro, choose eSlide Manager Macros from the Select
Analysis Macro drop-down list, and then select a macro in the macro list below.

Organizing and Finding Algorithm Macros

To search for specific algorithm macros:
1. Go to the Analysis page, and select the All Macros check box to see all of the macros available. You can also
select the My Macros check box to see all of the macros you created.
2. Start typing the macro name in the Search box. eSlide Manager displays the list of macros that contain those
characters in their name.

Sorting Macros
You can click on any underlined column title on the Analysis Macros page to sort the list of macros based on the contents of
that column. Click once to sort in ascending alphabetical order; click again to sort in descending order.
For a more detailed sort, click the Sort command at the top of the macro list. For information on using this type of sort, see
“Multi-Level Sort on a List Page” on page 25.

Macro Versions
If you save a macro from ImageScope that overwrites a macro that already exists, eSlide Manager increments the version
number for the macro on the Analysis Macro page.
Note that you can only revise a macro if you have Full Control of the data group it is assigned to.

Working with Algorithm Macros

You perform all of the following tasks from the Analysis Macros page.

If you want to... Do this

Export macros from eSlide To export a macro from eSlide Manager (for example, to import the macro to another
Manager eSlide Manager location), click Export on the line for the macro, or select the check
boxes for multiple macros and click the Export command at the top of the macro list.
Delete macros from eSlide Click Delete on the line for the macro, or select the check boxes for multiple macros and
Manager click the Delete command at the top of the macro list.

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 Chapter 10:  Analyzing Images

If you want to... Do this

Add macros to eSlide You can add a macro to eSlide Manager that was exported from another eSlide Manager
Manager location or that was saved from ImageScope. Click Add at the top of the macro list.
(Note that saving a macro in ImageScope when you open an eSlide from eSlide Manager
automatically saves the macro on eSlide Manager.)
Navigate to the location of the macro file on your workstation and select the data group
to which you want to add the macro.

Viewing eSlide Analysis History

On any eSlide Manager page that contains a list of eSlides (for example, the main eSlide list page or a Specimen Details
page), the Analysis Progress column lists status information on the analysis of that eSlide.

Click on the analysis status (for example, “Completed”) to go to a page that gives information on all analyses of that eSlide:

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Chapter 10:  Analyzing Images

Viewing the Analysis Job Queue

To check the status of current analyses, go to the Analysis menu and select, Jobs.
The Analysis Job Queue page displays the status of the image analysis, which is Submitted or In Progress. For longer jobs, a
percentage complete may appear.

When the analysis is complete, the eSlides disappear from the job queue.

Canceling Analysis Jobs

If you want to cancel one or more analysis jobs:
`` To cancel a single job, click Cancel on the line for that job.
`` To cancel multiple jobs, select the check box next to each job and then click Cancel at the top of the list.
`` To cancel all jobs, click the check box at the top of the list to select all jobs, then click Cancel at the top of the list.

Definiens Tissue Studio Image Analysis for Brightfield and Fluorescent

eSlides
Leica Biosystems Imaging has partnered with Definiens. Definiens develop and market Tissue Studio, which provides an
integrated solution for the analysis of digital brightfield and fluorescent images.
The partnership integrates the Aperio ePathology eSlide Manager digital pathology system with the Definiens Tissue Studio
product. Tissue Studio contains tools for automated pattern recognition, quantitative image analysis, and data analysis.

Installing Definiens Tissue Studio

Each person who wants to use Definiens Tissue Studio runs the installers on his or her workstation (this product is client-
based, and is not installed on the eSlide Manager server).
Contact Definiens to obtain the Tissue Studio version 3.0 or later installer files. Each workstation on which Definiens Tissue
Studio is installed must also have a valid license.

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 Chapter 10:  Analyzing Images

Using Definiens Tissue Studio within eSlide Manager

To use the Definiens Tissue Studio product within eSlide Manager:
1. From eSlide Manager, select an image and click Analyze.
2. On the Analysis page, select Definiens TissueStudio Analysis from the drop-down list.
As with selecting any algorithm, select whether you want to create a mark-up image and select the annotation
layers you want to analyze.
3. Click Analyze to begin the analysis.

For More Information

For information on using the Definiens Tissue Studio product and interpreting its results, see the user documentation that
accompanied the product.

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 A Creating a Workspace
(Dashboard)
This appendix describes the features and functions of the Aperio ePathology Dashboard
After the eSlide Manager client software is installed on your computer, two icons appear at the bottom right of your desktop
in the system tray:

These icons are for the Aperio ePathology Service Manager and the Aperio ePathology Dashboard.
The Dashboard allows you to set up the windows on your desktop and save the settings for each user configuration. For
example, you may want to open a browser for eSlide Manager, your Outlook calendar, Word and ImageScope in a particular
desktop arrangement and save it as Joe’s Desktop.

Creating a Workspace
To create a workspace:
1. Open all of the applications that you want to display in your dashboard view, and size the windows accordingly.
2. Click on the Dashboard icon to open the Dashboard menu.
3. Select Create Workspace.
4. From the Create Workspace window, select the applications you want to save in your workspace, and click Create.
5. In the Create Workspace window, type the name of the workspace, and click Create.
6. When the message window appears, click OK.

Opening an Existing Workspace

1. Click to open the Dashboard menu.
2. Select Open Workspace, and select the workspace you want to open. The default workspaces are:
`` eSlide Manager – use if you have a single monitor. This workspace opens ImageScope and a browser.
`` eSlide Manager - 4 Panel Display – use if you have a multiple monitor setup. This workspace opens
ImageScope, a browser, Microsoft Outlook, and Microsoft Word.

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 Appendix A:  Creating a Workspace (Dashboard)

Other Dashboard Features

Other features in the Dashboard menu are:
`` Close Workspace - Closes all workspace windows
`` Edit Workspace - Enables you to add or remove programs in an existing worklist. Before editing a workspace,
make sure all of the new windows that you want to add to the workspace are open. When the Edit Workspace
menu item is selected, a window appears listing the program names for the windows in the worklist, followed by
the program names for the windows that are not in the worklist. Select the check box next to each of the programs
that you want to include in the workspace. Clear the check box for programs that you want to remove from the
workspace. Click OK to save the edited workspace.
`` Delete Workspace - Enables you to delete one or more of your workspaces. A window appears listing the names
of all your workspaces. Select the check box next to each workspace that you want to delete, and click OK. If you
delete the workspace that is open, the workspace windows do not automatically close.
`` Preferences – select your workspace preferences
`` About Dashboard - Displays the Dashboard version.
`` Close Dashboard
yy Select this menu item to close the DashBoard program. If a workspace is open, it is not automatically closed
when Dashboard exits.
yy Selecting Close Dashboard removes the icon from your desktop, unless you have set the default preference
Start Dashboard When You login. If this is not your preference, you can display the Dashboard icon again
by selecting Start> Programs> ScanScope> Dashboard.

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 B Managing Aperio ePathology
Services
The Aperio ePathology Service Manager allows you to stop or restart various Aperio ePathology services. If you contact
Leica Biosystems Technical Services with a problem opening or accessing images or data, they may ask you to access this
tool.
After the eSlide Manager client software is installed on your computer, you see two icons at the bottom right of your
desktop in the system tray:

These icons are for the Service Manager and the Desktop Manager.

Accessing the Service Manager

1. Click the icon to open the Service Manager tool:

A green light on this menu means the service is currently running, and a red light means the service has stopped.
2. To start a stopped service, click the stopped service on this menu.
3. To stop a running service, click the service on this menu.
4. To restart a service, select Restart Services on this menu and then select the service you want to restart.

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 Appendix B:  Managing Aperio ePathology Services

If you select Stop All, Start All, or Restart All, we recommend that you restart your workstation.

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 C eSlide Sharing
The Aperio ePathology sharing network, eSlideShare.com, makes it easy to share your cases, projects, and
courses with others.

eSlideShare is an informal eSlide sharing service provided as part of your eSlide Manager support
contract. For information on a more extensive quality assurance case review service, ePathAccess,
which is available as an option to the eSlide Manager Network Applications, please contact your Leica
Biosystems Imaging sales representative

The Aperio ePathology sharing network, eSlideShare.com, resides on a server that is maintained by Leica Biosystems
Imaging and it contains a specially configured version of eSlide Manager.
Use eSlideShare to share cases, projects, and courses with or without eSlides for a variety of applications, including case
review, decision support, publication support, and education. By eliminating the logistics required to physically ship glass
slides, eSlideShare improves turnaround time to provide pathology services to remote hospitals and colleagues around the
world.
The data you share on eSlideShare has basically the same structure as the data on your eSlide Manager location, which
means you and the people you share the data with navigate it in the same way you would on your local eSlide Manager
location.
You can share a case, project, or course with a single person or with a group of people. An email message is typically sent
to the informing the recipients that a case, project, or course was shared with them. They can log into eSlideShare.com to
view and potentially update the case, project, or course.
The key benefits of eSlideShare include:
`` Make eSlide files and related information, such as case details, available to participating members.
`` eSlides and associated information are transported to eSlideShare exclusively through outbound connections from
participating locations, overcoming the major technical hurdle of institutional firewalls.
`` eSlides and associated information are stored at a Tier 1, state-of-the-art data center that protects sensitive data
through its high availability, high security, and top-notch reliability.

Compatibility
The following notes discuss eSlideShare prerequisites and compatibility.
`` eSlideShare is compatible with eSlide Manager 12.0/Spectrum Release 10.0 Update #3 and later.
`` eSlideShare sharing is enabled by default on all compatible eSlide Manager locations using eSlide Manager

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 Appendix C:  eSlide Sharing

12.0/Spectrum Release 10.0 Update #3 and later—the eSlide Manager administrator can edit the command
permissions for specific user roles to disable sharing for those roles.
`` You cannot share multi-file images, such as Composite WebSlides or Zeiss Mirax eSlides. However, you can use
Digital Slide Studio to convert those images to a compatible file type, such as .SVS, which can be shared.
`` eSlide Manager user-defined fields are not transferred to eSlideShare, nor are TMA data, reports, annotations and
mark-up changes.
`` If a user role on the local eSlide Manager location is configured so the user who logs in with that user role cannot
see certain data table fields, that user does not see the data in those fields, and also does not even see the fields
on their local eSlide Manager location. If this user shares a case/project/course on eSlideShare, the data for those
hidden fields will not be uploaded to eSlideShare, but the labels for those fields will display on eSlideShare.

How Do I Share a Case, Project, or Course?

Within eSlide Manager, organize your eSlides into cases (or projects if you are logged in as a researcher, or courses if you
are logged in as an educator). You share the case/project/course, which contains all the information about the eSlides in
addition to the eSlides themselves. (If you are not familiar with eSlide Manager data hierarchies or the basic operation of
eSlide Manager, refer to the first few chapters of this guide for assistance.)
After you share a case, project, or course, it is available on the eSlideShare website to both you and the recipient or group
of recipients with whom you shared it. You and your recipients can log into eSlideShare to view and potentially modify the
data shared there.
The following sections discuss how to share a case, project, or course on eSlideShare in detail, but here is a quick summary:
1. Log into your local eSlide Manager location and on the Case, Project, or Course Details page of the item you want
to share, click the eSlideShare button.
2. From the eSlide Share website, log into eSlideShare (or sign up as a new user).
3. Indicate with whom you want to share the case, project, or course.
4. Share the case, project or course.
5. Optionally review the case/project/course on eSlideShare to check for responses or changes.

Step #1 – Initiate the Share

1. Log into your local eSlide Manager location. If you have a choice of user roles, select the user role that is
associated with the type of data hierarchy you want to share (case/project/course).
2. On the main eSlide Manager page, click the case, project, or course icon. If your eSlide Manager start page is set,
instead of the main eSlide Manager page you may go directly to your list of cases/projects/courses. See “Login
and Preferences Tips” on page 13 for information on setting your start page.
3. Open the item you want to share.
4. Make any changes you want to the case/project/course, and click Save.
5. From the Details page, click the eSlideShare button.
6. When the eSlideShare website appears (http://eSlideShare.com), where you can log into the site.

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Appendix C:  eSlide Sharing

Step #2 – Log into eSlideShare

When sharing data, you are prompted to enter the eSlideShare website. (If eSlideShare remembers you from a previous
session, you go directly to the Share on eSlideShare page. In this case, see “Step #3 – Set Up Recipients” on page 78.)
On the eSlideShare Login Required page, type your user name and password.
`` If you have not signed up for eSlideShare yet, click Sign up. See“New Member Signup” below for details on
signing up.
`` If you are signed up for eSlideShare, log in. The user name is the email address you used when you previously
signed up on eSlideShare. Click User Login. For details on sharing eSlides, see “Step #3 – Set Up Recipients” on
page 78.

New Member Signup

If while sharing a case, project, or course you go to the eSlideShare login page but have not yet joined eSlideShare:
1. Click Sign up on the eSlideShare login page.
2. On the New Member Sign Up page, fill in your name and your email address. You may be asked to choose the data
hierarchy you are using.
3. Click Sign Up.
When the message appears that your login information has been emailed to you, leave your browser open so that
you can return here to log in.
4. Check your email for an eSlideShare invitation that contains your user name and a temporary password.
5. Enter your user name (the email address you used to sign up on eSlideShare) and password on the eSlideShare
login page and click User Login.
6. You are now asked to change your password.
7. Type a new password, retype it, and click Save. (If there are special requirements for your password, hint text
displays next to the password box.)

Step #3 – Set Up Recipients

After you have logged into eSlideShare, you will have the opportunity to specify who you want to share your information
with.
You can share with one person or groups of people. You are given the opportunity to define, edit, and select recipient groups
during the share process.
There are two ways to define a recipient:
`` Quick Add
`` Create Distribution Lists – A list can contain a single recipient or a group of recipients.
See the sections below for details.

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 Appendix C:  eSlide Sharing

Recipient Quick Add

You now see the Sharing Options page (this example is for sharing cases):

To quickly define a recipient with default settings:

1. Optionally type a message for the people with whom you are sharing the case/project/course in the Message for
Recipients box and select the Include message in discussion check box.
2. Enter one or more email addresses in the Recipient Email Addresses box. (If you enter multiple email addresses,
separate them with a comma, semicolon, or space.)
3. Specify the rights you want the recipient or recipients to have regarding this case/project/course:
a. Allow recipients to modify case/project/course – If you do not select this check box, the recipients won’t
be able to make any changes, such as adding comments.
b. Allow recipients to re-share case/project/course – If you do not select this check box, the recipients
won’t be able to share the case/project/course with anyone else.
4. Click the Share button.
Now see “Step #4 – Share” on page 80 for information on the rest of the share process.

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Appendix C:  eSlide Sharing

Create Distribution Lists

To create a distribution list:
1. On the Share Options page, click Distribution Lists to create a group of recipients to share with. You see the My
Distribution Lists page.
2. Click Create New Distribution List. You see the Distribution List Details page:

3. Enter the name of the group in the Distribution List Name box and, optionally, a description of the group in the
Distribution List Description box.
4. Type the email addresses of the people you want to add to the group, separating them with a comma, semicolon,
or space.
5. Click Save. The new distribution list now displays on the My Distribution Lists page:

`` To share the case, project, or course with a distribution list, click Select on the same line as that list’s name.
(See “Step #4 – Share” on page 80 for information on the rest of the share process.)
`` To modify members of a distribution list, click Modify for that list.
`` To delete a list, click Delete for that list.

Step #4 – Share
After you click Share next to the person or group you want to share a case, project, or course with on the Share on
eSlideShare page, the new page shows the data being copied to that person or group:

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 Appendix C:  eSlide Sharing

Note that when you see this page, you are on your local eSlide Manager location, not on eSlideShare. Be careful not to
close this window until you see “Your case/project/course has been copied…”

Although the eSlideShare website looks very much like your local eSlide Manager site, you can always
tell where you are by looking at the logo at the top of the page. If the logo says “eSlide Manager,”
you are on your local eSlide Manager site; if the logo says “eSlideShare,” you are on the eSlideShare
website.

To see the queue of all files being transferred in the background from your local eSlide Manager site to eSlideShare, click
the Click here link on the page shown above.
You can see where your files are in the queue by looking at the Requested By column—your eSlide Manager user name
indicates which files belong to the data you shared.

About Uploading Image Files

Most of the case/project/course information gets copied to eSlideShare right away. However, the eSlide image files are
typically large and upload in the background, which means it can take a while for the image files to be available to view on
eSlideShare—the recipients won’t get the email message telling them the shared data is ready to view until all files are
uploaded.
If you or the person with whom you are sharing the data log into eSlideShare to view the data before the image files have
uploaded and open the case/project/course containing eSlides, you see progress indicators instead of the actual thumbnail,
label, or macro images.
At any time you can check the status of files being uploaded to eSlideShare by going to the eSlideShare menu on your local
eSlide Manager location and selecting File Transfer or by viewing the progress indicators for the images on eSlideShare.

Step #5 – Review the Case/Project/Course (Optional)

After sharing a case, project, or course, you can review it on eSlideShare to see what changes, comments, or
recommendations have been made by the people with whom you shared the information. (To facilitate reviews, two special
fields are available for cases that can be used by recipients—Recipient Comments and Recipient Recommendations.)
At any time you can review your shared data by going directly to the eSlideShare website. You will find using the
eSlideShare website very similar to using eSlide Manager.

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Appendix C:  eSlide Sharing

1. Use your browser to go to www.eSlideShare.com.

2. On the main page of eSlideShare, log in. Your user name is the email address you used to sign up for eSlideShare,
and your password is the password you defined when you signed up.
3. If you have previously shared more than one type of data (clinical, research, and education), you are asked to
choose which type of data you want to view.

4. Use the appropriate List All command on the eSlideShare main page to see the list of cases/projects/courses.
5. Click the icon next to the case/project/course you want to review to open it.
6. If you are reviewing a case, move down the Details page to see the area where recipients may have entered
comments or recommendations:

eSlideShare Preferences
As an eSlideShare user, you can modify information about yourself. (Note that changing your email address does not change
your eSlideShare user name or the email address used to send you notifications.) You can also change your password.
While logged in on eSlideShare, go to the Administrative menu and select My Settings to set user preferences.
Some of the options on this page include:
`` Enable Auto-View Images – This check box determines whether eSlide Manager automatically opens an eSlide
or specimen image in ImageScope when you open the details page for that item.
`` eSlide Manager Start Page – You can define which view you see when you first log on. By default, your start
page is set to the main eSlideShare page, but you can choose another view here.
`` New Data Notifications – This check box tells eSlideShare to email you when a case, project, or case has been
shared with you and is available for you to view.

When Someone Shares with You

The preceding sections discuss how to share data on eSlideShare. However, others may also share with you. This section
discusses what to do when you receive an invitation to join eSlideShare or receive notification that someone has shared a
case, project, or course with you.

Receiving an Invitation to Join eSlideShare

The first time you log into eSlideShare.com you are asked to accept eSlideShare terms and conditions.

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 Appendix C:  eSlide Sharing

The first time someone shares data with you, if you have not already joined eSlideShare, you receive an email message
asking you to sign up.
If a case, project, or course has been shared with you, eSlideShare has already set up a user account for you.
1. Click the link in the invitation email message to go to eSlideShare and log in with the user name and password
contained in the email message.
2. You are prompted to change your password.
3. If more than one type of data has been shared with you (clinical, research, or educational), you are asked to choose
which type of data you want to view.

Viewing Data Shared with You

When someone shares data with you, you receive an email message from eSlideShare letting you know a case, project, or
course is ready for you to view.
As an eSlideShare user, you can control whether or not you receive email notifications of new cases, projects, or courses
shared with you on eSlideShare. (See “eSlideShare Preferences” on page 82.)
You typically get this email message after all files have been uploaded to eSlideShare, but if you happen to open the shared
case, project, or course before all files have been uploaded, you see progress indicators on the page instead of the image
thumbnails:

1. Use the appropriate List All command on the eSlideShare main page to see the list of cases/projects/courses.
2. Click the icon next to the case/project/course you want to review to open it. Whether or not you can make changes
depends on the access level granted to you by the person who shared the data with you.
If a case has been shared with you, there is a place on the details page for your comments or recommendations.

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 D Notes for This Release

This section contains notes specific to the 12.3 release of eSlide Manager, ImageScope, and WebScope.

Using Image Analysis

Please review the following sections regarding ImageAnalysis.

Image Analysis Markup (ImageScope)

If the analysis markup image does not display correctly in ImageScope, try redrawing the annotation that selects the area to
analyze.

Image Analysis Markup (WebScope)

When you are running image analysis and viewing a markup image in WebScope, if you receive a message prompting you to
authenticate, enter your user name and password to continue viewing the markup image.

Working in eSlide Manager

Please review the following sections regarding working in eSlide Manager.

Report Signatures
If you enter the wrong password when signing a report, click your browser Back button and regenerate the report so that
you have a new opportunity to sign the report.

Adding Tags to New eSlides

When adding a Tag to a new eSlide, first create and save the new eSlide. Open the new eSlide from the eSlides list, add the
Tag information, and save the eSlide.

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 Appendix D:  Notes for This Release

Exporting Analysis Results

If you use the eSlide Manager Export Data command to export all analysis data from an eSlide, the Analysis column
contains data only from the most recent layer of annotations.

You should consult the columns to the right of the Analysis column for the annotation layer you are interested in for detailed
analysis results.

eSlide Manager Operator’s Guide (RUO), Revision N © Leica Biosystems Imaging, Inc. 2015 85
 Index

A cloning data 58
Clone To command 58
account locked 13
comments, entering 20
ACI files, uploading 33
composite eSlides 33
adding
attachments 29 CWS files, uploading 33
image to eSlide 34
new case 30, 32, 34 D
specimen to case 31, 32, 33 Dashboard, using 72
AFI (Aperio Fused Image) 52 data group 19
characteristics 53 data hierarchy 18
algorithm macro. See macro data table 16, 18
algorithms 66 data update messages 17
analysis job queue 70 default viewer
canceling jobs 70 setting 35
annotations Definiens Tissue Studio image analysis 70
toolbar button 42
deleting data 24
Aperio ePathology services 74
details pages 19, 28
restarting/stopping 74
documents, adding 29
Aperio Universal Image Importer 33

B E
electronic signatures 21
barcodes 20
entering data 20
batch analysis 67
barcodes 20
blank slot, insert 40 comments 20
electronic signatures 21
C LIS 20
canceling analysis jobs 70 predefined lists 21
case error message 17
adding 30 account locked 13
adding specimen 31 change password 13
bulk editing 31 session timed out 13
changing password 13 eSlide
child data 18 adding to specimen 33
creating 33

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 Index

eSlide Manager I
data update confirmation 17
image
error message display 17
details 50
general tips 16
report settings 50
main page 15
menu bar 16 image importer, universal 33
eSlide Manager multi-level sort 25 image information, viewing 50
eSlides images
composite 33 adding 34
image details 50 adding from server 34
mark as read 39 analyzing 66
opening 35 referencing 34
uploading 34
eSlideShare
viewing 35
compatibility 76
defining recipients 78 ImageScope
initating the share 77 auto-view 52
invitation 83 description 35
logging in 78 disabling auto-view
new member signup 78 52
preferences 82 opening eSlides 37
resetting your password 78 intended use 10
reviewing cases/projects/courses 81
sharing 29, 80 L
eSlide Tray 38 label
flip eSlide 39 eSlide 41
insert a blank slot 40 rotation 50
navigating in 39 license warning 13
prior case link 40
remove an eSlide 40 LIS interchange 20
view different trays 39 list pages
eSlide Viewer 41 about 19
commands 24
exporting data
options 27 list view 22
logging in 12
F login
fluorescence account locked 13
image 52 change password 13
change password message 13
folder view 22
session timed out 13
fused image 53
M
H macro 66
heat map adding to eSlide Manager 69
auto-raster 43 deleting from eSlide Manager 68
turning on or off 43, 50 exporting from eSlide Manager 68
using 43
mark eSlide as read 39

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Index

Mirax eSlides, composite 33 adding to case 31, 32

monitor requirements 17 creating 31, 32
starting eSlide Manager 12
N synchronizing eSlide Manager database 57
navigating eSlide Manager 16
T
O Thumbnail options 50
Options button, eSlide Viewer 50 toolbar 42

P U
parent data 18 universal image support
Positive Pixel Count algorithm 66 eSlide Manager 34
predefined lists 21 user role
preferences, label rotation 50 defined 19
sample 19
prior case link, eSlide Tray 40 selecting 12
switching 12
R
Raster Scan V
settings 45 viewers
removing an eSlide 40 available 35
report annotation setting 50 default 35
report options 50 viewing images 35
rotate eSlide image 42 disabling automatic viewing 52
Visibility box, WebViewer 50
S
saving specimens and eSlides when deleting cases 25 W
scan data group 14 WebViewer
pin drops 47
search
using 38
advanced 62
window 38, 41
operators 64
results 65 web viewer, default 35
saved searches workspace, creating 72
ownership 65
saving 62 Z
searching 60 z-stack images, viewing 49
selecting scan data group 14
session timeout 13
Settings button
eSlide Viewer 43, 50
specimen
adding eSlide 33
adding image 33

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Symbols
ÌÌThe following symbols may appear on your product label or in this user’s guide:

Manufacturer

Date of manufacture (year - month - day)

European Union Authorized Representative

In vitro diagnostic device

Serial number

Catalog number

Relative humidity range

Storage temperature range

Electronic and electrical equipment waste disposal

The exclamation point within an equilateral triangle is intended to alert you to the presence of important operating
and maintenance (servicing) instructions.
Le point d’exclamation dans un triangle équilatéral vise à avertir l’utilisateur qu’il s’agit d’instructions d’utilisation
et d’entretien importantes.
The lightning flash with arrowhead symbol within an equilateral triangle is intended to alert you to the presence of
uninsulated “dangerous voltage” within the product’s enclosure that may be of sufficient magnitude to constitute a
risk of electric shock to persons.
Le symbole de l’éclair avec la pointe de flèche dans un triangle équilatéral vise à avertir l’utilisateur que le boîtier
du produit présente une « tension dangereuse » non isolée d’une amplitude suffisante pour constituer un risque
d’électrocution.
The flat surface with waves symbol within an equilateral triangle is intended to alert you to the presence of hot
surfaces which could cause burn damage.
Le symbole d’une surface plane et de vagues dans un triangle équilatéral vise à avertir l’utilisateur de la présence
de surfaces chaudes qui peuvent causer des brûlures.
The UV lamp within an equilateral triangle is intended to alert you to the presence of UV light within the
product’s enclosure that may be of sufficient magnitude to constitute a risk to the operator.
La lampe UV dans un triangle équilatéral vise à avertir l’utilisateur de la présence de rayonnement
UV dans le boîtier du produit qui peut être d’une amplitude suffisante pour constituer un risque pour
l’utilisateur.

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www.LeicaBiosystems.com/ePathology