Lesson 2 of 8

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Now we will focus on how you can organize your notes, files and other data in SciNote.

In SciNote, there is a pre-set structure to organize your data: projects, experiments and tasks.

Why is this necessary?

Projects are the top layers (aka main folders) that contain experiments.

Experiments are the second layers of structure (aka sub-folders) that contain tasks.

Tasks are the places where you can start entering your notes, files, tables, images, etc. Tasks can also be connected into workflows.

Creating all three layers enables you to structure your data in more organized way and manage it efficiently, long term. You will always know e.g. where your data is, who performed certain actions, when the tasks were completed and SciNote will also be able to generate entire project reports for you in a matter of seconds (you will learn more about Reports in one of the following lessons).

Projects

A project is the first structural level of your research data. It can represent your actual work project (research project, clinical study, grant application, thesis), a process (drug discovery, drug development, protein production, quality control), a work force (department, laboratory, group of people, individual person) or anything else that comes to mind.

Projects can be personal or shared with other users who already have a SciNote account. Basically, we are talking about project’s visibility which you set upon creating a new project.

So, the project can be visible only to you or to other people but in the second case, you can choose to share the project with all team members or to select a group of people.

To create a project, click on a green button +New Project on the main dashboard and write the project name in space provided.  If you want to create a personal project you need to set its visibility to Project members only. In case of creating a shared project, you can set its visibility as Project members only or All team members.

Once you decide on project’s name and visibility, click green button Create.

If you want to share the project, you need to invite people to the project after you set it up.

Click on Users icon and then on Manage users link. In the first field you need to select a person from a drop-down list. If you can’t find the person, it means he/she is not your team member. To solve this, you need to invite them to your team by clicking the Invite users link in the left lower corner of the pop-up window.

After that, you need to select a project role for the newly invited person. In the second field you can assign a person one of four different project roles: Owner, User, Technician and Viewer.

Owner has the highest authority within the project as he/she can manage people and data.

User and Technician can manage data but not the people, however, the Technician has a bit more restrictions than User.

Viewer, as the name suggests, can only read the data.

Since you are allowed to work with different people on varios projects, you can also take advantage of the messaging feature. You can exchange messages with project members by clicking the Comments icon. To leave a message to a specific person, you need to tag them by typing @ symbol in the comment field and selecting them from a list of people. Then write a message and click the paper plane symbol on the right side of the comment field.


Practice

  1. Log into your SciNote Free account or shared SciNote Premium site. that has a unique URL link (i.e. companyname.scinote.net).
  2. Create a project and name it (e.g. Mushroom inhibitors).
  3. Set the project’s visibility. 
  4. Add a colleague and select his/her project role.
  5. Bonus: Leave a message to your colleague on the project.

Feeling stuck?

Read the following articles:

Watch the following video tutorials:


Quiz

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