Projects and folders can be organized and customized to help you manage your data and provide all the tools your team needs for effective collaboration. For all of these actions, you will need administrative privileges.

Project and Folder Management Settings

  • Navigate to the folder you want to view or manage.
  • Select (Admin) > Folder > Management to view the Folder Management page.
  • Review the tabs available.

Folder Tree

The folder tree view shows the layout of your site in projects and folders. You can Create a Project or Folder as well as Move, Delete, Rename Projects and Folders, including folders other than the one you are currently in. Select a folder by clicking it to manage it.

  • Aliases: Define additional names to use for the selected folder.
  • Change Display Order: Customize the project display order used on menus. You can change the order of folders by dragging and dropping.
  • Create Subfolder: Create a new subfolder of the selected folder.
  • Delete: Delete the selected project or folder. You will be asked to confirm the deletion.
  • Move: Relocate the folder to another location in the tree by changing the parent container. You cannot use this feature to make a folder into a project, or vice versa.
  • Rename: Change the name or display title of a folder.
  • Validate: Run validation on the selected node of the folder tree.

Folder Type

The available Folder Types are listed in the left hand panel. Selecting one will determine the availability of Modules, listed in the right hand panel, and thus the availability of web parts. You can only change the type of the folder you are currently in.

If you choose one of the pre-defined LabKey Folder Types (Collaboration, Assay, Flow, etc.), a suite of Modules is selected for you. Only the web parts associated with checked modules are listed in the drop down Add Web Part on your pages. You can add more modules and web parts to your folder using the module checkboxes.

Missing Values

Data columns can be configured to show special values indicating that the original data is missing or suspect. You can define indicators using the Admin Console. Within a folder you can configure which missing value indicators are available. Missing value indicators can be inherited from parent containers.

The default missing value indicators are:

  • Q: Data currently under quality control review.
  • N: Required field marked by site as "data not available".

Concepts

Insert or update the mapping of Concept URI by container, schema, and query.

Notifications

The administrator can set default Email Notification Settings for events that occur within the folder. These will determine how users will receive email if they do not specify their own email preferences. For more information, see: Manage Email Notifications.

Export

A folder archive is a .folder.zip file or a collection of individual files that conforms to the LabKey folder export conventions and formats. Using export and import, a folder can be moved from one server to another or a new folder can be created using a standard template. For more information see, Export / Import a Folder.

Import

You can import a folder archive to populate a folder with data and configuration. Choose whether to import from a local source, such as an exported archive or existing folder on your server, or to import from a server-accessible archive using the pipeline. Select specific objects to import from an archive. For more information see, Import a Folder.

Files

LabKey Server allows you to upload and process your data files, including flow, proteomics and study-related files. By default, LabKey stores your files in a standard directory structure. A site administrators can override this location for each folder if desired.

Formats

You can define default display formats for dates and floating point numbers to apply to entire folders, projects, and even sites. Format options are outlined in Date and Number Formats Reference. You can also elect here whether to restrict charting columns to those tagged with measure or dimension flags.

Note that these display format settings are used to determine how stored values are displayed, not how they are parsed on upload or when entered by a user. Date format parsing, i.e. whether to interpret an ambiguous date such as 02/10/2014 as Month-Day-Year or Day-Month-Year, may be configured at the site level.

To set display formats at the folder level use the (Admin) > Folder > Management > Formats tab.

Formats set here will apply throughout the folder, but can be overridden on a per column basis if desired using the field editor on a dataset, list, or other query. If no column- or folder-level formats are defined, the parent-folder hierarchy is checked all the way up to the project and lastly site level.

You can also set format defaults at the field-level, the project-level, and the site-level. For details see Date & Number Display Formats.

Information

The information tab contains information about the folder itself, including the container ID (EntityId).

Search

The full-text search feature will search content in all folders where the user has read permissions. Unchecking this box will exclude this folder's content unless the search originates from within the folder. For example, you might exclude archived content or work in progress. For more, see Search Administration.

Projects Web Part

On the home page of your server, there is a Projects web part by default, listing all the projects on the server. You can add this web part to other pages as needed:

  • Enter > Page Admin Mode.
  • Selecting Projects from the <Select Web Part> menu in the lower left and click Add.

The default web part shows all the projects on the server, but you can change what it displays by selecting Customize from the (triangle) menu. Options include:

  • Specify a different Title or label for the web part.
  • Change the display Icon Style:
    • Details
    • Medium
    • Large
  • Folders to Display can be either:
    • All Projects
    • Specific Folder. When you choose a specific folder, you have two more options:
      • Include Direct Children Only: unless you check this box, all subfolders of the given folder will be shown.
      • Include Workbooks: workbooks are lightweight folders.
  • Hide Create Button can be checked to suppress the create button shown in the web part by default.

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