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The Protocols function enables you to create or search for a protocol. A protocol provides clear and detailed documentation about the precise actions taken in creating or annotating a sample. When you click the Protocols option on the caNanoLab menu bar, the Manage Protocol Home page appears. The Protocol lInks links on the Manage Protocol Home page provide the following options:

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During a caNanoLab workflow, you have the option of identifying can identify a protocol used in creating or annotating a sample. A protocol provides clear and detailed documentation about the precise actions taken in any procedure that might be part of an experiment. For example, a protocol could describe the steps a laboratory used for characterizing samples. There are different type of protocols, such as Physical, In Vitro, and In Vivo.

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Submitting a Protocol

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This help topic opens from the Update Protocol page, as well as from the Submit Protocol page. For more information about protocol update, see 2 - Managing Protocols in caNanoLab 2.1 DRAFT.

To submit a new protocol, follow these steps:

1. Click the Protocols caNanoLab menu option. On the Manage Protocols Home page, click the Submit a New Protocol link. This opens the Submit Protocol form.

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   Include Page Other options Other options

2. The following table lists and describes the fields on the Submit a Protocol page. Enter and select the appropriate information as neededSelect or enter the appropriate information in the text fields and drop-down lists. Fields are described in the following table. Items with an asterisk are required fields.

   Tip Include PageOther optionsOther options

   Name	Description
   Protocol Type*	Include Page Protocol type Protocol type
   Protocol Name*	Enter or select from the drop-down list the protocol name.
   Protocol Abbreviation	Shortened phrase used in place of the protocol name
   Protocol Version*	Enter or select from the drop-down list the protocol version number.
   Protocol Abbreviation	Shortened phrase used in place of the protocol name	Protocol File	Click the Browse button to navigate to the protocol file.
   File Title	Enter the title of the protocol file.
   Description	Enter any additional description information that the form does not include.
   Access to the Protocol	For more information, see 2 - Managing Protocols in caNanoLab 2.1 DRAFT.

   To clear the entries and start again, click the Reset button.

3. When you finish defining the protocol, click the Submit button.

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The Protocol Update page opens when you click the Edit link corresponding to a protocol listed in 2 - Managing Protocols in caNanoLab 2.1 DRAFT. The page displays all of the information for a protocol that was entered when the protocol was created in caNanoLab (2 - Managing Protocols in caNanoLab 2.1 DRAFT). With appropriate permissions, you can edit the title, description and visibility of a protocol in this dialog box.

Details are described in the The following table lists and describes the fields. An asterisk indicates a required field. Click Update when you are done editing the Protocol. To disregard the changes, click Reset.

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To change the group access to the Protocol:

1. Perform a search, click the Edit link corresponding to a publication listed in 2 - Managing Protocols in caNanoLab 2.1 DRAFT, and the Update Protocol page opens.
2. Scroll down to the From the Access to the Protocol field, and click Add.
   The Access Information dialog box opens.
3. For Access By, you will specify the group or user to which you are specifying access:
   • Collaboration Group: If you click this option, Collaboration Group appears below the selection. You can type in a group name and click Search or select a group from the drop down to the right.
   • User: If you click this option, User Login Name appears below the selection. You can type in a login name and click Search or select a login from the drop down to the right.
   • Public: If you click this option, Public appears in the Collaboration Group box and cannot be edited.
4. For Access to This Protocol, specify whether the selected group or user can read, update, and delete the protocol or read (only).
5. Click Cancel to remove the entries or click Save to add the access information.
   The Update Protocol page appears with the group or user added to the Access to the Protocol panel.

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To launch a search for a specific protocol, follow these steps:

1. Click the Protocols caNanoLab menu option. On the Manage Protocols Home page, click the Search Existing Protocols link. This opens the Search Protocols form.

   Enter text or select criteria as appropriate (described in the following table).

   Info
   title Note
   When defining search criteria, there are no "required" fields. You can add only those parameters that you consider essential to the search. If you do not define any search criteria, all the protocols will be found.

2. The following table lists and describes the fields. Enter text or select criteria as appropriate.

   Name	Description
   Protocol Type	Include Page Protocol type Protocol type
   Protocol Name	Enter a partial or complete name of the protocol. Select Contains (for partial text) or Equals (for an exact search) from the dropdown list.
   Protocol Abbreviation	Enter a partial or complete name of an abbreviation that has been assigned to the protocol.
   Protocol File Title	Enter the name of the protocol file title

3. Click Search to launch the search.
   To clear the values and start again, click Reset to clear the search criteria.

   InfoIf you click the Search button having defined no parameters, all of the caNanoLab protocols will be listed in the Search Results

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4. Click Search to launch the search.

Protocol Search Results

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Once you submit a search for a protocol (2 - Managing Protocols in caNanoLab 2.1 DRAFT), search results display in the caNanoLab screen. Results show pertinent protocol information defined which is defined in the 2 - Managing Protocols in caNanoLab 2.1 DRAFT section. Columns are sortable by page by clicking on the column heading.

Info
title Note
The number of items located in the search display appears in the the upper-left of the search results table. The bottom right of the search results table enables you to navigate to pages. To return to the Search page, click the Back ( Image Modified ) button not the Browser button.

The following table lists and describes each column.

Sample Search Results Columns	Description
Action	Click Edit in the first column to display the Protocol on the 2 - Managing Protocols in caNanoLab 2.1 DRAFT. Info title Note: Edit is only available for people that have an account and are logged into the system. Click the Add to Favorites link to add a bookmark for the Protocol on your Favorites tab. Success appears in the column when the Protocol is successfully added. Info title Note If the Protocol is already added as a Favorite, clicking Add to Favorites displays an error message.
Protocol Type	Include Page Protocol type Protocol type
Protocol Name	Enter or select from the drop-down list the protocol name.
Protocol Version	Enter or select from the drop-down list the protocol version number.
Protocol Abbreviation	Shortened phrase used in place of the protocol name.
Protocol File	The Title and Description of the protocol are listed. Click View to download the protocol file. The column is empty when there is no protocol file associated with the Protocol.
Created Date	Indicates the date on which the sample was added.

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