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Laboratory-Specific Training

Last Updated: June 19, 2024 6:12:36 AM PDT
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A resource for laboratories to document training internally and create a culture of safety.

On-the-job training in labs

It is important that researchers attain proficient skills in experimental procedures to maintain workplace safety. This is primarily achieved through on-the-job training and collaboration in research settings.

On-the-job training builds a foundation for safe laboratory practices and research productivity. Typically, the most experienced researchers mentor and guide laboratory personnel in learning and performing new procedures safely. 

Sharing procedural knowledge among colleagues has a direct and positive effect on safety performance at the workplace (Liu, Long, and Guo). In a different study involving University of California research campuses, introducing more stringent labroatory safety practices did not reduce publication rates nor change research agendas (Galasso, Luo, and Zhu). 

Review the information below to learn more about developing an effective training program in your research laboratory.

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Onboarding Procedures

It is important to form a strong on-the-job training foundation that prioritizes a culture of safety. Below is guidance for onboarding new researchers through on-the-job training:

  • Document training using the New Laboratory Worker Checklist.
    • Identify training on laboratory specific equipment or procedures.
  • Specify who will train new researchers on each laboratory procedure.
    • Assign experienced researchers or laboratory managers as trainers to provide guidance and supervision to new researchers.
  • New personnel must complete all Laboratory Safety Training, review/acknowledge Laboratory Hazard Assessment Tool (LHAT), and pertinent Hazard Control Plans (HCPs).
  • Encourage open communication and empower researchers to report incidents, near misses, and safety concerns on UC San Diego's campus.

Training Overview

Training is a stepwise process and the timeline for completing training is individualized and specific to the lab procedure. Frequent communication and safety discussions between the trainer and trainee is essential to guide the pace of training, improve communication, and enhance safety awareness. 

After reviewing the standard operating procedure or Hazard Control Plan, discuss potential hazards and methods to remove or mitigate them. Then follow these steps: 

  • Have the trainee observe the procedure.
  • Work cooperatively to complete the procedure.
  • Ask the trainee to conduct the procedure with the trainer.
  • Have the trainee teach the trainer and provide constructive feedback.
  • Trainee is now able to safely work independently.
  • Trainee/trainer can provide verbal feedback and/or edits to HCPs.
Periodically review the trainee's comfort level, performance, and discuss successes.

Documenting Proficiency

Use the On-the-Job Training document (Excel) to record training progress. Labs should have a training template for each procedure.

Refresher Training

Complete refresher training to ensure researchers are consistently performing experiments safely. Refresher training should be completed annually and encouraged if a procedure has not been performed in a while (e.g., more than three months). Lab meetings are a useful venue for refresher trainings and updating HCP/SOPs.

Furthermore, refresher training may be prompted when lack of proficiency is identified by laboratory personnel, the PI, safety staff, or following an incident. If an incident occurs, all parties must complete and document re-training to demonstrate the incident has been reviewed and corrective actions taken to prevent recurrence. 

For refresher trainings:

  • Document the date, trainer, and attendees.
  • Review HCP and highlight safety practices.
  • Provide HCP feedback if needed.

On-the-Job Training Examples

Vanessa is a fourth-year graduate student who has been working in a biology laboratory for three years. Her work primarily consists of mice tail vein injections.

Delilah is a third-year undergraduate student who recently joined the lab. This is Delilah’s first year working in a research laboratory, and she will be trained by Vanessa to conduct experiments involving tail vein injections.

Vanessa wants to ensure that Delilah feels comfortable and confident in performing the tail vein injections. They have weekly meetings to review the procedure, gauge Delilah's comfort working in the lab, and discuss academic and workplace goals. Before conducting the procedure with hazardous materials, Vanessa has Delilah practice using syringes to inject water into Tygon tubing. Then Vanessa demonstrates and eventually supervises Delilah twice a week in hands-on training administering mice tail vein injections with hazardous materials.

After three months of training, Delilah feels supported and well-equipped to conduct tail vein injections independently. Delilah appreciates the time and effort Vanessa has taken to teach her safe laboratory procedures and asks Vanessa for advice on how to continue her career in research. 

Simultaneously, Vanessa feels intellectually and personally rewarded by the training interaction and has inspired her to pursue academia as a teaching professor. Vanessa plans to start her own laboratory group in the future and use a comprehensive on-the-job training program to create a collaborative and productive work environment.

The process-specific proficiency demonstration table is an invaluable tool the pair used to document the training sessions and record understanding of the hands-on learning experience.

As shown in the example above, a good trainer teaches and grows alongside the trainee. Other results of great on-the-job training include:

  • Modeling teamwork.
  • Taking proactive safety measures.
  • Trainees are encouraged to become trainers and share their laboratory knowledge.
  • Trainers share laboratory experiences, struggles, and/or near miss incidents.

Skills for Providing Training

What qualities make a good trainer?

  • Expertise: A strong background and relevant experience ensures that a trainer can provide valuable guidance and advice to their trainees.
  • Strong communication skills: Excellent communication skills, both written and verbal, help trainers clearly explain complex concepts, provide feedback, and listen actively to their trainees.
  • Availability and approachability: Being available, approachable, and willing to meet regularly, answer questions, and provide guidance.
  • Patience: Understand the challenges and struggles that trainees may face and provide support and encouragement.

Trainer Expectations

Effective training in research laboratory skills consists of a supportive culture and clearly defined roles. Below are some guidelines for trainer expectations:

  • Foster a supportive laboratory environment:
    • Create a positive and inclusive laboratory culture.
    • Encourage trainees to ask clarifying questions, share their ideas, and provide feedback.
  • Set clear expectations:
    • Communicate expectations and goals.
    • Describe the trainer’s role and responsibilities.
    • Establish clear timelines to help trainees stay focused and motivated.
  • Provide training and guidance:
    • Offer regular training sessions.
    • Provide guidance on research methods, data analysis, and interpretation.
    • Encourage trainees to ask questions and seek help when needed.
    • Stay up to date with best laboratory practices.
    • Trainers support trainees to overcome challenges.

Trainee Expectations

Below are some tips on how a trainee can benefit the most from on-the-job training:

  • Be an active listener:
    • Be attentive and engaged during training.
    • Provide feedback and respond respectfully.
  • Notetaking:
    • Take notes during training sessions and demonstrate understanding by explaining procedure in your own words.
    • Provide feedback to refine HCPs.
    • Annotate the protocol with helpful tips, drawings, or diagrams.
  • Communication:
    • Ask questions during or after training sessions, such as on the reasoning behind a procedure or clarifications on the experimental design.
      • Safety concerns should be addressed immediately.
    • Asking questions builds communication and collaboration skills.
    • Be considerate of the trainer’s time. Be prepared to schedule time with trainers for complex and multiple questions.

Methods of In-Person Laboratory Training

In all methods of training, it is important that both the trainer and trainee are open to questions and feedback. Successful on-the-job trainings rely on strong communication and the ability to work well with each other.

One-on-One Training

A researcher new to a project works with a more experienced researcher to learn how to conduct research techniques safely. The timeframe and structure for the training are agreed upon by both the trainer and trainee. Below are some tips for one-on-one training:

  • Hands on technical instruction and guidance.
  • Initial frequent check-in meetings.
  • Once the trainee gains confidence and skill for the procedure, check-in meetings can decrease.

Below is a case example of a one-on-one training in the lab:

Vanessa trained Delilah to conduct tail vein injections using a one-on-one job training method. After proficiency was demonstrated, Delilah felt confident and performed the procedure independently. During one-on-one training, Vanessa was able to attentively answer any questions Delilah had about the procedure or working in the lab. Answering Delilah’s questions helped Vanessa gain a deeper understanding of the procedure and build her mentorship skills.

Group Training

One trainer is assigned to a group of trainees. Trainers set the teaching pace for the group while considering individual skill levels.

  • This approach facilitates collaboration among trainees to boost absorption of new techniques and safety principles.
  • Weekly group meetings to discuss what was learned will allow all trainees to learn from their trainer and from each other.
  • When each trainer is responsible for a small number of trainees, the on-the-job training dynamic becomes more personalized, effective, and impactful. It is recommended that a group has no more than two trainees at a time.
  • Will initially involve frequent individual trainee check-in meetings to gauge their understanding of material and comfort level. The frequency of these group meetings can decrease over time as the trainees’ skills and confidence increase.

Below is a case example of group training in the lab:

When Rafael joined Vanessa and Delilah’s lab, Vanessa taught both trainees how to conduct subcutaneous injections on mice and went at a pace suitable for both. Vanessa answered research questions while training them together and set up team building activities related to laboratory work so the group could improve their collaboration and productivity. After completing the training process, Rafael and Delilah provided feedback to help improve the process for future lab members.   

Peer Training

The trainers are individuals in the laboratory with a similar role to the trainee(s). These individuals can partner to teach and support each other.

  • Expertise of the trainer, and their eligibility in this role, is determined by the PI.
  • Emphasis is placed on safely performing lab techniques.
  • When the trainee has developed confidence and skill in their new role, they should be evaluated by a senior lab member before working independently.

Below is a case example of peer training in the lab:

After Vanessa graduated from her PhD program, Delilah and Rafael were the most experienced researchers working with mice in the lab. During this time, Peng transferred to Delilah and Rafael’s laboratory team from a different department. Peng has had one year of experience performing mice tail vein injections but is new to the material administered into the mice. Delilah and Rafael serve as Peng’s peer trainers to provide thorough guidance on the safety procedures for working with the new hazard. Their goal is to have Peng achieve proficient knowledge, training, and skill when handling the material during the procedure.

Resources & References

Resources

References

Contact your RAP specialist for help with all research safety questions, or ehsrap@ucsd.edu.