ChromatographyForge Tutorial 002

Iterative Method Development from a Starting Analytical Method

A novice-friendly worked example that starts with one problematic method, uses Report Generation to recommend the first experiments, feeds measured results into a model, and repeats the cycle until an optimised condition and a defensible operating range can be investigated.

Beginner level No pre-screening data required Iterative worked example ChromatographyForge

Welcome

This is a learning guide, not a controlled SOP. At the beginning you possess only a starting method and one chromatogram. You do not yet have a response model or a set of screened results. ChromatographyForge first helps you create an experimental plan; only measured results from that plan are then used to build the model.

Important: “Recommended” conditions in a generated report are an experimental proposal, not an instruction to run unsafe or scientifically unsuitable settings. Review every condition against the instrument, column, analyte stability, method protocol, and local approval requirements before laboratory use.

What you will learn

Your starting brief: one method with a problem

Your supervisor supplies the following fictional analgesic method and its latest reviewed chromatogram. No screening work has yet been performed.

ItemInformation available at the start
ProjectMDP-2026-0012 - Analgesic Separation Optimisation
AnalytesAcetaminophen, Caffeine, and Ibuprofen
Initial methodFlow Rate 1.00 mL/min; Column Temperature 35 °C; Organic Phase 40%
Observed RTsAcetaminophen 4.20 min; Caffeine 4.50 min; Ibuprofen 9.40 min
Observed issueAcetaminophen/Caffeine is the critical pair; the supplied chromatogram reports Rs approximately 1.0, below the illustrative requirement of 1.5.
Development aimImprove the critical-pair separation while avoiding an unnecessarily long method; preserve peak identity and elution order.
Your first objective is evidence, not optimization. With only one condition state, the software cannot estimate how any variable changes RT. The first report therefore recommends experiments around the starting method rather than claiming to know the optimum.
Lesson 1

Define the development problem

Goal: turn the supplied chromatogram into a development question before asking the software for experiments.

KnownOne measured method at Flow 1.00, Temperature 35, and Organic 40.
ProblemAcetaminophen/Caffeine Rs is about 1.0 and fails the illustrative 1.5 criterion.
VariablesFlow rate, temperature, and organic-phase proportion are available for study.
DecisionFind a robust region, not merely the most attractive single prediction.
  1. Confirm the peak identities and the reported critical-pair resolution from the source chromatogram.
  2. Record the initial settings, column, mobile phases, sample information, instrument, and other fixed method parameters.
  3. Define the acceptance criteria. This tutorial uses critical-pair Rs ≥ 1.5, preserved peak order, and a preference for an earlier final peak.
  4. Identify hard experimental limits before reviewing generated runs: instrument pressure, column temperature, solvent compatibility, analyte stability, and any protocol-defined boundaries.
Do not invent lower and upper results. At this stage, the only observed RTs are 4.20, 4.50, and 9.40 minutes at the starting method.
CheckpointYou can state: “The first development round must learn how the three permitted variables affect the poorly resolved Acetaminophen/Caffeine pair.”
Lesson 2

Create the project and enter only the initial condition

Goal: establish the handed-over method as the centre from which Report Generation will recommend experiments.

2.1 Create an identifiable project

  1. Sign in, select New Project, and name it Analgesic Initial Method Development.
  2. Associate project ID MDP-2026-0012-R1 with the first round in your laboratory record.
  3. Select Save to Session and confirm the correct user, project name, and saved status.
ChromatographyForge project header with project actions and saved status
Project identification. Use a round-specific project record so the evidence and decisions from each iteration remain traceable.
ChromatographyForge navigation tabs
Orientation. Conditions & Data and Peaks Management hold observations; Overview models candidates; Report Generation creates the next development plan.

2.2 Create the baseline scaffold

  1. Open Conditions & Data and add Flow Rate with baseline 1.0, Temperature with baseline 35, and Organic Phase with baseline 40.
  2. Open Peaks Management and add Acetaminophen, Caffeine, and Ibuprofen.
  3. Check every spelling and baseline before entering results.
Conditions and Data header with Add Condition button
Create conditions first. These baselines define the centre of the first report-generated design.
Peaks Management controls with three peak cards
Create the peak inventory. The generated collection sheet uses these peak names as RT columns.

2.3 Enter the starting chromatogram

In Quick Multi-Condition Entry, leave every condition at Default. Add the three observed RTs one peak at a time:

Condition stateAcetaminophen RTCaffeine RTIbuprofen RT
Flow 1.0; Temperature 35; Organic 404.204.509.40
Quick Multi-Condition Entry at baseline with Acetaminophen RT 4.20 ready to add
Starting point. Add Acetaminophen 4.20, then keep the same defaults and add Caffeine 4.50 and Ibuprofen 9.40.
An incomplete model is expected. One point per peak/condition records the starting method but cannot define a slope. Do not select an “optimized” target yet; generate experiments first.
CheckpointThe project contains the three initial RTs and no fabricated screening points.
Lesson 3

Generate the first development plan

Goal: use the initial method as the target centre and obtain a practical data-collection plan from Report Generation.

  1. On Overview, confirm the target values remain Flow Rate 1.0, Temperature 35, and Organic Phase 40 - the method you currently know.
  2. Open Report Generation and select Method Development Conditions.
  3. For this worked example, retain ±10% and ±20% variations and the full design selection.
  4. Enter the round identifier and describe the failed critical pair in the report information.
  5. Select Generate Report.
Method Development Options showing variation percentages and experimental design controls
Development-plan controls. The example requests ±10% and ±20% exploration around the current centre.
First report-generated one-factor-at-a-time development plan around Flow Rate 1, Temperature 35, and Organic Phase 40
Round 1 plan. The report produces 13 condition states: the starting condition and four variations for each of the three variables, with only one variable changed per run.

Understand what was recommended

ExperimentFlow RateTemperatureOrganic PhasePurpose
11.03540Confirm the centre / starting condition
2–50.9, 1.1, 0.8, 1.23540Measure Flow Rate response
6–91.031.5, 38.5, 28, 4240Measure Temperature response
10–131.03536, 44, 32, 48Measure Organic Phase response

The report also creates a blank sheet with one row per condition and one RT column per named peak.

Blank report-generated data-collection sheet for the 13 Round 1 experiments
Take this to the laboratory. Record the observed RTs beside the exact condition state that produced them.
Apply a safety gate before execution. Confirm all 13 rows are experimentally permissible. A percentage-generated condition can exceed a practical or approved limit; adjust or reject it with documented scientific review rather than running it automatically.
CheckpointThe reviewed Round 1 plan contains a centre run and unambiguous single-variable experiments suitable for building the first model.
Lesson 4

Run Round 1 and collect measured results

Goal: replace blank report cells with attributable laboratory observations.

  1. Run the 13 reviewed condition states in the approved sequence.
  2. At every condition, identify all three peaks and record their observed RTs.
  3. Record system-suitability results, anomalies, integrations, instrument/run identifiers, and any deviation from the proposed condition.
  4. Review the source data before transcribing it into ChromatographyForge.

The following values appear only after the fictional Round 1 experiments have been performed. They are tutorial results, not report predictions.

ExperimentFlowTemp.OrganicAcetaminophen RTCaffeine RTIbuprofen RT
11.035404.204.509.40
20.935404.454.729.90
31.135403.964.298.91
40.835404.704.9510.42
51.235403.724.108.41
61.031.5404.294.279.56
71.038.5404.104.769.24
81.028404.384.059.72
91.042404.005.059.08
101.035364.684.5810.25
111.035443.724.828.55
121.035325.164.7011.10
131.035483.245.207.70
The experiments already teach you something. Increasing temperature and organic phase moves Caffeine away from Acetaminophen in this fictional study, whereas several lower settings reverse their order. ChromatographyForge will quantify these trends and combine their estimated contributions.
CheckpointEvery report row has reviewed RTs for all three peaks, and the supporting chromatograms remain available.
Lesson 5

Enter Round 1 results and build the first model

Goal: transfer the measured experiment table into the application without changing its condition-first structure.

  1. Return to Quick Multi-Condition Entry.
  2. For Experiment 1, leave all conditions at baseline and enter the confirmed RT for each peak. If it is a genuine repeat, retain it as a replicate; investigate a material disagreement with the supplied starting run.
  3. For Experiment 2, set Flow Rate 0.9, add Acetaminophen 4.45, restore Flow Rate 0.9 after the form refresh, add Caffeine 4.72, then repeat for Ibuprofen 9.90.
  4. Continue experiment by experiment. Set one condition state, enter all three peak RTs, and only then move to the next row.
  5. Save the project after completing and checking each variable group.
Quick Multi-Condition Entry for Flow Rate 1.2 and Acetaminophen RT 3.72
Experiment 5 example. Flow Rate is 1.2, the other conditions remain at baseline, and Acetaminophen RT 3.72 is ready to add. Restore the same condition and add the other two peaks before continuing.
Never enter the same observation twice by accident. A repeated centre run is a genuine replicate only when it came from a separate laboratory run. Preserve its source identity in the laboratory record.

Review the new evidence

Open each nested condition tab and reconcile the displayed points with the completed collection sheet. Then inspect slopes, R², missing values, and scientifically unexpected patterns.

Round 1 Flow Rate regression plot with measured data for all three peaks
Round 1 Flow Rate review. Five unique levels describe the direction of response. The source-data list below the plot is the first check; the fitted line and R² are supporting diagnostics.
CheckpointThe first predictive model is based on measured Round 1 observations, all entries reconcile to source data, and unresolved anomalies have been investigated.
Lesson 6

Model and select a promising candidate

Goal: use the Round 1 model to choose the centre of the next experimental cycle.

Keep Initial Conditions at Flow Rate 1.0, Temperature 35, and Organic Phase 40. Test plausible Target Conditions one combination at a time. Watch the critical pair, elution order, and final-peak time together.

Initial Conditions set to Flow Rate 1.0, Temperature 35, and Organic Phase 40
Reference method. Keeping the supplied method as Initial Conditions makes the improvement and trade-offs visible.

The tutorial selects Flow Rate 1.10, Temperature 40, and Organic Phase 45 as a Round 2 centre candidate. Every value lies inside the Round 1 measured range.

Round 1 target conditions set to Flow Rate 1.10, Temperature 40, and Organic Phase 45
Candidate centre. This asks the current model what may happen at 1.10 / 40 / 45; it does not yet establish an optimized method.
Round 1 model chromatogram comparing the initial method and candidate centre
Predicted change. The solid candidate traces separate the critical pair and move the last peak earlier than the dashed initial positions.
Round 1 model results showing improved predicted critical-pair resolution
Numerical decision. The model estimates the initial Acetaminophen/Caffeine Rs as 1.02 and the candidate Rs as 5.28. Ibuprofen is predicted at 7.615 minutes instead of 9.407 minutes.
CheckInitial model estimateRound 2 centre predictionDecision
Acetaminophen RT4.205 min3.224 minEarlier
Caffeine RT4.510 min4.808 minMoves away from Acetaminophen
Ibuprofen RT9.407 min7.615 minShorter predicted method
Critical-pair Rs1.025.28Promising enough to investigate

The correct conclusion is “use this as the centre of Round 2”, not “method optimized.” It is a combined-condition prediction and still requires a new experiment set around it.

CheckpointThe candidate is interpolated from Round 1 evidence, addresses the original problem, and has a written rationale for becoming the next development centre.
Lesson 7

Generate Round 2 and repeat the model cycle

Goal: gather measured evidence around the promising candidate rather than accepting a single modeled point.

  1. Leave the Round 2 centre in Target Conditions: Flow Rate 1.10, Temperature 40, and Organic Phase 45.
  2. Open Report Generation, assign round identifier MDP-2026-0012-R2, include Method Development Conditions, and generate the next plan.
  3. Review each generated condition for scientific and equipment suitability.
Second report-generated development plan centred on Flow Rate 1.1, Temperature 40, and Organic Phase 45
Round 2 plan. The same OFAT pattern is now centred on 1.10 / 40 / 45. The generated upper settings-such as Flow 1.32 or Organic 54-must pass the safety review before use.

Use a new model centre

Create a round-specific project such as Analgesic Development Round 2. Set its baselines to Flow Rate 1.10, Temperature 40, and Organic Phase 45, then create the same three peaks. This makes the Round 2 target condition the new baseline, so its report-generated rows can again be entered as baseline or single-variable experiments without ambiguity.

  1. Perform the approved Round 2 runs and record all three observed RTs at every condition.
  2. Enter those observations condition by condition in the Round 2 project.
  3. Review regressions, model another in-range candidate, and compare it with the Round 2 centre.
  4. If uncertainty remains or improvement continues, generate Round 3 around the new candidate and repeat.
The repeatable loop is: candidate centre → generated conditions → safety review → laboratory runs → observed RT entry → model review → next candidate.
Candidate fails experimentallyInvestigate the result and model assumptions, then choose a different supported centre or gather targeted evidence.
Candidate improves but is sensitiveRun another development round around it to find a less sensitive region.
Candidate is consistently strongBegin defining and challenging an operating range around the verified centre.
CheckpointNo round is treated as complete until its predicted centre has been surrounded by reviewed experimental evidence.
Lesson 8

Move from an optimised point to an operating range

Goal: show that acceptable performance is not confined to one exact set of numbers.

After one or more cycles, select the experimentally verified centre that best balances resolution, runtime, peak order, method practicality, and model quality. Then use the accumulated data to propose a preliminary operating range around it.

8.1 Propose a range from evidence

  1. For each condition, identify the interval actually covered by reliable results around the chosen centre.
  2. Use Target Conditions to inspect plausible low, centre, and high values inside those measured intervals.
  3. Record where predicted critical-pair Rs, elution order, and final-peak time continue to satisfy the development criteria.
  4. Narrow the proposal where the response changes quickly, model fit is weak, or an equipment/scientific constraint is approached.
A predicted range is not an established operating range. ChromatographyForge's OFAT linear models do not by themselves establish interactions, robustness, or validated method performance.

8.2 Challenge the proposed boundaries

  1. Create a reviewed experimental plan that tests the proposed centre and appropriate range boundaries or combinations.
  2. Run the experiments and assess all method-specific criteria - not RT and Rs alone.
  3. Feed applicable single-variable results back into the model and compare observed versus predicted performance.
  4. If a boundary fails, contract the range or conduct another justified cycle. If performance is repeatable throughout the proposed region, document the evidence supporting the range.
Operating-range questionEvidence expected
Does the critical pair remain acceptable?Observed Rs meets the pre-defined criterion at challenged settings.
Is peak order stable?No unacceptable reversal or co-elution across the tested region.
Is runtime practical?The final peak and re-equilibration fit the method objective.
Is the response predictable?Observed results are scientifically consistent with the fitted trends and investigated residuals.
Are interactions controlled?Appropriate combined-condition or robustness experiments support the range where required.
CheckpointThe operating range is supported by physical experiments at appropriate boundaries and combinations, not merely by a favorable central prediction.
Lesson 9

Report every cycle and retain the evidence

Goal: make the progression from failed initial method to proposed operating range understandable to another scientist.

  1. Use a round-specific title and ID for every report and project export.
  2. State the centre, generated conditions, safety-review changes, observed results, model assessment, candidate chosen, and reason for the next round.
  3. Include target conditions, chromatogram, elution order, resolution, statistics, method-development conditions, and raw points as required for technical review.
Completed report information for a method-development project
Identify the round. Metadata and comments should connect the model to the laboratory experiments and decision record.
Generated method-development report preview
Review before export. Reconcile the preview with the project and source data. Regenerate it after a model change.
  1. Save active work to session and download the .hplc project at meaningful milestones.
  2. Retain report outputs, project exports, source chromatograms, completed collection sheets, anomalies, and the rationale linking one round to the next.
  3. Record the final optimised condition separately from the experimentally supported operating range and any remaining limitations.
Settings File Management controls for saving and downloading a project
Retain each model. A round-specific project export preserves how the evidence and centre evolved during development.
Tutorial completeYou have started with one poor-resolution method, allowed the report to propose experiments, built a model from measured runs, selected a new centre, repeated the cycle, and used the resulting evidence to investigate an operating range.

Common beginner mistakes

MistakeWhy it mattersCorrect response
Entering imagined screening RTs before running experiments.The model would be fitted to fiction.Enter only the initial observed RTs, generate the plan, then wait for reviewed laboratory results.
Treating report recommendations as automatically approved.Percentage variations can exceed safe or justified limits.Apply the scientific and equipment safety gate to every generated row.
Optimizing after the initial single point.There is no slope or response model yet.Complete the first generated experiment round before selecting a candidate.
Entering report rows peak by peak.This obscures which RTs came from the same run.Set one condition state and add all observed peaks before moving to the next row.
Adding a combined candidate to the old model as a single-variable point.The RT change cannot be attributed to one variable.Use the candidate as the baseline of the next round-specific project.
Calling a strong prediction “optimized.”Prediction is not experimental confirmation or robustness evidence.Generate and execute the next round around the candidate.
Declaring an operating range from OFAT predictions alone.Interactions and boundary robustness may be missed.Challenge the proposed region with appropriate physical experiments.

Plain-language glossary

TermMeaning in this tutorial
Initial conditionThe one analytical method supplied at the start of Round 1.
Development centreThe method around which Report Generation calculates percentage variations.
Recommended conditionA proposed experiment produced by the report; it still requires safety and scientific review.
Observed RTA retention time measured in a physical chromatographic run.
Predicted RTA model estimate used to select an experiment, not an observed result.
OFATOne-factor-at-a-time: one condition changes while all others remain at the current centre.
CandidateA promising modeled condition chosen for the next experimental round.
Optimised conditionA condition selected after iterative modelling and experimental confirmation against the development goals.
Operating rangeAn experimentally supported region over which acceptable method performance is maintained.

Where to go next

Tutorial version 2.1 • Revised August 19, 2026 • Updated to begin without pre-screened data and teach the complete iterative development cycle.