A similar identifier is not a lineage record

Preserve the reported links and unresolved gaps so the register does not create a chain of custody through naming assumptions.

Our public material-register example shows a synthetic report beside downloadable output. Use it to inspect how values and source references travel together. The self-service ParseMill trial is for invoice PDFs; supplier test reports and engineering review need a separate fit discussion.

Lineage describes how samples relate; it does not make their results interchangeable. A prepared or composite sample can have its own methods, dates and reported properties. Preserve those distinctions even when the relationship to a parent is well documented.

Create an evidence-backed relationship table

Record parent identifier, child identifier, reported relationship, source reference, source wording, effective event and review state. W3C: PROV Data Model describes derivation relationships between entities and the activities involved. This is a useful model for documenting reported preparation steps, while leaving unsupported relationships absent.

Use one row per claimed relationship. A composite may have several reported contributors, so do not force it into a single-parent column. Record quantities or proportions only when supplied and relevant; unknown proportions must remain unknown rather than being divided equally for convenience.

Work through a small lineage map

Synthetic example: an invented preparation note P6 identifies two contributors to C1 and one prepared portion from S2. It says nothing about S2-B.

ParentChildReported relationshipEvidence state
S1C1Contributor to compositeConfirmed in P6; proportion unstated
S2C1Contributor to compositeConfirmed in P6; proportion unstated
S2S2-APrepared portionConfirmed in P6
UnknownS2-BNo relationship suppliedUnresolved; name similarity only

C1 has two recorded contributor relationships, not two independent copies of the same result. S2-B remains unconnected pending evidence. The map should not imply that any measurement on C1 describes each contributor separately.

Check identifiers before joining records

Microsoft: Merge queries overview explains merges based on selected matching columns. Before using such a merge, verify that identifiers are unique within the relevant source or project and that the selected key includes the necessary context. Sample 1 can occur in several unrelated reports.

Keep relationship evidence separate from a software match. A successful join can attach a note to a row, but it cannot prove the note’s scientific interpretation. Check for reversed parent-child direction, duplicated edges and relationships copied from an obsolete preparation revision. Escalate conflicting records rather than selecting whichever produces a simpler tree.

Verify the map can be reconstructed

Ask another reviewer to trace C1 to both contributors and locate the evidence for each edge. They should also identify why S2-B has no accepted parent. Reconcile the relationship table to the source notes, and list any unrepresented or ambiguous references for clarification.

In a supplier-report scope discussion, define which identifiers and preparation notes the register must preserve. Build and review lineage as a separate step, with source support for every relationship. The invoice workspace does not infer sample lineage or propagate technical conclusions.

Put it to work with ParseMill

Check the example against the work you need done

Compare the synthetic report, extracted rows and source references. For your own supplier reports, discuss the document type and review requirements before agreeing to a pilot.

Also working with supplier invoices? Try the invoice-to-Excel workspace. Any wider document pilot needs an agreed scope and fee.

Invoice processing: $49 USD/month · 500 PDF pages · one user. Buy only after you have checked the fit on your own invoices.

Sources and editorial notes

Written by ParseMill. Worked examples are illustrative process examples, not customer results. Software availability can vary by subscription and region; check the linked documentation for your account. Review decisions and approvals remain with your team.

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