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.
- Click the icon at the bottom of the folder menu, or 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 Subfolders as well as
Manage Projects and Folders, including folders other than the one you are currently in. Select a folder to manage by clicking 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
(except the "home" project). You can add this web part to other pages as needed:
- Enter > Page Admin Mode.
- Select Projects from the <Select Web Part> menu in the lower left and click Add.
The default web part shows all 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 (Default)
- Folders to Display determines what is shown. Options:
- All Projects
- Subfolders. Show the subfolders of the current project or folder.
- Specific Folder. When you choose a specific folder, you can specify a container other than the current project or folder and 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.
Subfolders Web Part
The
Subfolders web part is available as a preconfigured projects web part showing the current subfolders. One is included in the default Collaboration folder when you create a new one. This web part shows icons for every current subfolder in a given container, and includes a
Create New Subfolder button.
- Enter > Page Admin Mode.
- Select Subfolders from the <Select Web Part> menu in the lower left and click Add.
You can customize it if needed in the same way as the
Projects web part described above.
Related Topics
