Notebooks

Notebooks are sequential sets of simple pages designed to reproduce aspects of a traditional paper lab notebook, such as easy data entry, combined with the ability to include varied data and media types either directly in the pages or by linking to external documents. Notebooks are sorted chronologically.

To create a notebook, click on Create->Notebook and then name the new notebook, which then opens as the first empty entry in the notebook.

notebookCreation

A notebook is built from entries, which are like chapters in a book. Entries can have multiple pages within them, and can be tagged to make them easily searchable. To add a new entry, click ‘Create’ at the top of the page view and select ‘New Entry’ – the entry is created and opened in view mode. Clicking in the page shifts the view to the underlying document where you can choose fields to edit, such as the entry Name, the Tags (see details on tagging below) or the main content area, which will open as a fully featured text editor. You can drag and drop images, videos and attachment files into the editor window as well as type text.

Once you have made several entries, you can navigate through them using the arrow keys (moving one page at a time  and then to the first page of the next chronological entry and so on), or by swiping the pages on a tablet. Clicking the Entries button will show a top-level bar (scrollable when appropriate) of thumbnails of each document, which can be browsed and selected to open:

navigatingEntries

Full text search is enabled for notebooks, and is accessible via a search box in the top bar of the document in view mode, next to the Entries button. This feature searches for a term within the text content of the notebook’s entries.

The ‘Save and New’ button simultaneously saves the current notebook and creates a new one in a single operation. A new notebook entry is by default a Basic Document, but the user can also decide to choose an existing structured document from the drop-down in the Create menu.

Viewing notebooks

Notebooks, under the hood, are just folders that are displayed differently and have some restrictions on the way content is added. Sometimes you might want to see a folder view of a notebook,listed in the same way as folders in the workspace. The type of view you see is determined by how you open the notebook:

Screen Shot 2016-04-29 at 09.10.55

If you click on the notebook icon, the notebook will open in the notebook view, showing the most recently added entry. If you click on the notebook name, it will open in folder view showing a listing of the notebook entries. This latter feature is useful if:

  • You want to perform a bulk operation (share,delete, export etc) on several notebook entries.
  • You want to see all entries at once ( you can show up to 50 entries at a time in the Workspace view, but only 7 entries are shown in the notebook navigation bar).

When viewing a notebook in Notebook View, you can return back to the folder view by:

  • Clicking on a breadcrumb link.
  • Clicking ‘Close’ twice.


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