Customise Inventory Of Protocols

Create Collections of Protocols

In the Methods Space in the inventory, you can create one or more collections for the protocols used in the labs. If you have several protocols for one specific operation (e.g. microscopy, PCR), you can create one Collection for each protocol type, to group protocols of the same type together.

If we want to create a collection of lab protocols, we need to adopt the following steps:

  • Register a first Project folder called PROTOCOLS in the Methods Space.

image info

  • In the Protocols folder, register a Collection called Lab Protocols

image info

The steps for the registration of the folders are the same as explained in Create Collections of Materials

Enable Protocols in Settings

If a new Object type for a protocol is created by an Instance admin in the admin interface, it is advisable to set the Object type to Protocol in the Settings, under Utilities in the Tools tab.

For this, follow the steps below:

  1. Go to Settings

  2. Click Edit

  3. Scroll to the last section of the Settings: Object Type definitions Extension

  4. Open the Object type corresponding to your protocol, e.g. Protocol

  5. Select Use as Protocol

  6. Save

image info

This is done to be able to create local copies of protocols from the Inventory inside an Experiment when writing Experimental steps, as described in How to use protocols in Experimental Steps