Notebooks give you a place to collaboratively record your research. You can have as many notebooks for as many projects as your team requires.
Create New Notebook
To create a new notebook, click Create New Notebook
from the Notebooks
- Enter a Name.
- Select the Project, or click Create new project to add a new one.
- Enter a Description.
- Select Start and end dates.
- By default, You are an author. Use the selection menu to add more Co-authors.
- If you have templates defined, you can choose one to use by clicking Browse Templates.
Rename the Notebook
menu next to the name if you want to change it. While the system does not require names to be unique, you will want to choose something that will help your colleagues identify it on lists and dashboards.
Create New Project
During notebook creation, click Create new project
to add a new one.
- Give the project a name, description, and set a color.
- Click Create Project.
Add to a Notebook
A notebook lets you record your work in a series of entries
, each of which can have a custom name, span multiple days, include references to data in the Biologics application, and support an entry-specific comment thread.
As you complete your notebook, everything is saved automatically. Note that refresh is not continuous, so if you are simultaneously editing with other authors, you may need to refresh your browser to see their work.
A new empty notebook looks like this:
The header section lists the authors, shows the color, and shows the status. A details panel to the right summarizes references for all entries, may include attachments, and can be hidden by clicking Hide details
(and shown again by clicking show details).
Add to an Entry
The New Entry
panel is where you can begin to write your findings and other information to be recorded.
In addition to traditional formatting tools for your text, the Insert
menu lets you add a table, attachment, new day
, or reference
. The next menu (Normal
to start) lets you choose heading styling levels as well.
Rename an Entry
next to the "New Entry" title to rename it.
Add a Reference
Within the entry panel, you can use the Insert > Reference
menu, or within the text, just type a '/' forward slash to reference
anything in the Biologics registry.
The / menu lets you select the category you want to reference:
If you click Samples
you will next be able to click one of the existing Sample types
, then can type ahead to Search
within that category, or the most recent entries in that category are shown.
Once added, the reference appears as a color-coded lozenge in the text, and is also added to the Referenced Items
list in the details panel.
Add a New Day
Place the cursor where you want to add a marker for a new date. Select Insert > New Day
. A date marker
will be added to the panel for today's date.
Hover to reveal a
delete icon. Click the day to open a calendar tool, letting you choose a different day to reference. Record activities for that day below the marker.
Comment on an Entry
Click Start a thread
to add a comment to any entry. Type your comment and click Add Comment
Attachments, such as image files, protocol documents, or other material can be attached to the notebook.
To add an attachment to an entry, select Insert > Attachment
. To add to the notebook as a whole, click the Attachments
area in the Details panel on the right (or drag and drop attachments from your desktop).
Your notebook can contain as many entries as needed to document your work. To add additional panels, click Add Entry
at the bottom of the current notebook. You can also add a new entry by copying an existing entry.
You cannot completely delete an entry in a notebook. Archiving an entry collapses and hides the entry.
- You can immediately Undo this action if desired.
Once multiple entries have been archived, you can display them all again by selecting Archive > View Archived Entries
at the top of the notebook. Each archived entry will have an option to Restore entry
Return to the active entries using Archive > View Active Entries
Create a duplicate of the current entry, including all contents. It will be placed immediately following the entry you copied, and have the same name with "(Copy)" appended. You can change both the name and position.
Select to open a panel where you can drag and drop to rearrange the entries. Click Save
in the popup to apply the changes.
Submit for Review
When your notebook is ready for review, click Submit for Review
You'll review your entries, references, and attachments to confirm you have included everything necessary, then click Go to Signature Page
Select one or more reviewers, provide a deadline, and comments if needed. You'll sign with your display name or email (click Configure name
to set the display name to use). Check the box to certify that the data contained in the notebook is accurate. Click Submit Signed Notebook
Learn more about the notebook review process in this topic: