A Complete Guide to Selecting an Electronic Lab Notebook for Your Lab
15 min read
From defining your needs, to narrowing down the selection, testing an electronic lab notebook (ELN) and presenting it to your team, this electronic lab notebook guide will provide valuable tips on how to approach the process.
Contents of the article:
- Define your needs: 15 questions to ask
- Narrowing down the ELN selection
- Testing an ELN
- Presenting an ELN to your team
Define your needs: 15 questions to ask
It is hard to expect that one software would match all your needs by 100%. A good way to start is by defining what exactly you need from the digital notebook. Which functions are “must have” and which are “nice to have”?
Are you looking for a solution that would just provide the digital way to write notes, or do you have more functionalities in mind?
Many labs actually require more than just simple note-taking. The needs extend to putting each note in the context of an experiment, and even broader, the entire project.
That is why the capabilities of today’s ELNs extend beyond note and record keeping. They provide scope for individual work, team collaboration, data, inventory and project management.
Some solutions go even further with their set of functionalities, to meet the requirements set by regulatory authorities, such as the FDA’s CFR 21 Part 11, to guarantee data integrity (check out SciNote Premium Plans).
Needs and benefits differ from lab to lab, researcher to researcher, but we can still sum up that a good electronic lab notebook can make sure all your data will be organized, searchable and annotated. The benefits which paper notebooks are struggling with in today’s digital age.
To make it easier, here are 15 questions that will help you start defining what your lab needs from an ELN:
Since you are reading the SciNote ELN article, and we might just end up on your list of potential ELNs, we added the answers about SciNote as well.
Download SciNote Functionalities Overview PDF
1. Notes: Do you only need to take notes in a digital form or you want other functionalities as well?
The simple way to organize and write notes digitally is provided by tools such as OneNote for example. For many, this is enough.
ELNs however, are more lab oriented. Most of them still enable you to write your notes, they just place them within the proper position in your overall data structure. Once you see the logic and the structure the software has, writing your notes can become just as intuitive.
SciNote organizes all your data by projects, experiments and tasks. This is the basic structure. On the level of tasks, you can add your notes, files, pictures, or any other type of files. This means that every note you write will already be placed under one of your projects and related to your experiment. If you just need to brainstorm or collect ideas – simply create a “Brainstorming” project.
2. Overall ease of use: Is the electronic lab notebook easy to use?
It is recommended to choose an electronic lab notebook that doesn’t require complex integration or intensive trainings before you are ready to use it.
Check out the website of the electronic lab notebook (ELN) that you are interested in. Mostly you will be able to find screenshots and videos that can help you get the basic feeling about how the software works. Some companies offer fully functional versions of the digital notebook for free and payments only apply if you need additional modifications or more storage space.
3. Search: Once your data is in the ELN, does it enable search option that allows you to search through all your data?
Can you find your data easily? Are search results displayed in a comprehensive manner? Advanced search is actually one of the biggest advantages of ELNs compared to paper notebooks. If all your data is organized in one place, you can easily find and access any of your stored data by simply typing in the keyword.
The benefits of this are also evident if a person leaves the laboratory. Instead of looking for their notes and files trying to trace all experiment results back to the raw data, you can just use search.
SciNote has a powerful search option that searches through all your saved data and even content of your saved files. Search results are presented to you in a nicely organized way, so you can instantly find what you are looking for.
4. File types: Can you import different data formats e.g. .txt, .xls, .jpeg, .pdf, Microsoft Office, OpenDocument and other files?
The main purpose of digital notebooks should be to organize your research i.e. to be able to save your notes, different file types, pictures, figures and everything else all in one place.
If you already have a file depository, an ELN can also enable you to hyperlink the files from the depository, to the suitable part of your experiments.
SciNote supports almost all types of files. Additionally, you can also hyperlink files from your current storage to the suitable place in SciNote.
5. Reports: Can you create reports with an ELN?
What is really useful is a fast and easy way to summarize your results or project activity for the meetings, supervisors, partners, or grant reports. Nobody really likes to spend time on writing. Ideally you would be looking for an ELN that can do that quickly and easily. Check out which options does the ELN enable when it comes to reporting? Can you gather specific data you would like to include in your report, edit it and print it? Is there any automated way for creating reports within the ELN? Is it easy enough for you to use it whenever you need it? How flexible is it? What kind of data can you include in your report if you create it within the ELN?
SciNote can generate your printable report in less than a minute.
6. Printing: Does your lab need to keep paper records as well as electronic ones?
It is important to know in which way your data can be exported or printed from the ELN when needed. Whether it is because you need to keep paper records as well as digital, or for reporting on a project – printing your data out can be required every once in a while, so it is good to make sure you’ll be able to do it when needed.
SciNote can automatically create a detailed project report for you and include all data that you need in the report – experiments, results, samples, pictures, protocols, detailed activity on the project etc. All reports can be saved as PDF and printed out to serve as paper records.
7. Inventory management: Can you create your lists of items and connect them to your experiments?
If the lists of samples, reagents, instruments etc. are important to your lab work, check whether an ELN offers the option to manage these resources in the form of inventories. Also, check how flexible those inventories are, how editable the tables are, what type of input can be entered e.g. instructions next to teach item on the list of your lab instruments. Also, it is good to know if the items from your inventory can be linked with your experimental data, so you always know what has been used in which experiment, and which results were produced.
Inventory management allows you to have a detailed overview of your lab resources as well as track the history of every sample, reagent or instrument. With SciNote you will know exactly when was it used and in which experiments.
SciNote allows you to create your personalized inventories, import lists of your samples, reagents, instruments, etc. and connect the items to your experiments to track what you used and when. Columns can be edited according to your needs e.g. if you are using barcodes, simply create a new column.
8. Cloud or local installation: What to choose?
To explain it simply, the main difference between the cloud and your local server is the location of the machine. The cloud means that your data will be safely saved on remote servers provided by one of the established cloud providers, for example Amazon. Amazon is one of the strongest providers today. Established cloud service providers do have high level security protocols in place. Technically speaking, everything that you (your institution) store in SciNote (Amazon Cloud) can be accessed by you only and you are not giving away any rights or ownership over your data.
Some ELN vendors also offer possibility to install ELN locally on your institution’s servers. It all depends on your or your preferences. It is possible that cloud solutions are not accepted by your institution. In all cases local installation brings some additional costs, including additional support and maintenance costs. Features available for the local installation may also be different to those available in the cloud version.
If you are concerned about using the web-based software to save and manage your data, ask the support and development team where the data is saved. Whose service are they using? Are they providing their own servers or are they using the service of big cloud providers such as Amazon or Google? They should be transparent with you about the safety of your data, backup and retrieval of your data if anything happens.
SciNote offers both, cloud version and local installation.
9. Users: How many people from your lab would use the ELN i.e. do you need a system that will support your lab’s growth in the future?
As most payable software solutions have user-based pricing, it is good to know how many of your lab members would use the ELN. If your lab is planning to grow in the upcoming years, it is also good to check how the ELN could support that. In addition, if you are working for a large institution or company, site licenses might be available as well. It is always good to check which options would be available to you and whether the vendor can offer you a solution that fits your lab. Normally, you would want to send this question to the team behind the ELN to make sure there are no hidden costs.
SciNote is suitable for individual use, as well as for smaller, medium or large teams. It offers different options to different labs – from the completely free account, to Premium Academia or Industry, site licenses etc.
10. Collaboration: How are you currently exchanging information with your team?
If you need to exchange information regarding lab work with your colleagues, supervisors, clients or even students, a good addition to the ELN are the functionalities that would allow you to collaborate within the platform and avoid countless emails. Normally, these functionalities would include comments, notifications, sharing files, delegating tasks, etc. For example, instead of waiting on your supervisor to confirm the results and waiting for another meeting, you could speed up the process and simply send them the notification that the results are ready.
SciNote enables team members to collaborate in various ways that include comments, notifications, @ and # – you can tag team members where suitable and cross-annotate all your data as well. It is also integrated with Microsoft Office online, so if you are working on the same Word file for example, you all can collaborate at the same time, and all changes will be automatically saved. No more countless emails and matching various versions of the same file among different people.
11. Access to data: How is the user access to data defined within your lab?
In every lab, certain hierarchy and access to data is being respected. The thing you would want to check is whether the software allows you to assign specific permissions to different lab members to avoid any issues later on.
If you are collaborating with other labs or clients, you might need to be able to share some data with them such as reports or protocols. Checking whether the ELN allows you to invite people and assign them roles and permissions that would allow them to see certain information, but keep the rest private, would be the way to go.
SciNote enables you to assign different roles and permissions to members of your lab and external collaborators. SciNote Premium goes even further and adds advanced team management functionalities such as password resets for all organization members, premium audit trails and system logs as well.
12. Meeting requirements: Does your lab need to meet any specific compliance requirements – e.g. 21 CFR part 11?
Answering this question helps you evaluate whether the ELN should have functionalities such as: electronic signatures, electronic witnessing and audit trails.
SciNote Premium offers the above-mentioned functionalities. It would be the option for you if you need to comply with a specific set of requirements.
13. Intellectual Property: Check how does the ELN provider respect your IP rights and data ownership?
IP and data ownership should be solely yours (your institution’s), so make sure that you do not go for a solution that might take any ownership over your data or have a direct access to it. Your data should be kept private and accessible to your team members only, under the specific permissions for every member of your team.
SciNote does not interfere with any ownership or other related rights in any way. We do not monitor or take ownership of any research data stored in SciNote.
14. Audit trails: Is automated time stamping (detailed records on who did what and when) important to you?
Check whether the software records the time and date of your actions e.g. written comments, added files, notes etc. Detailed records about every action performed in the lab (user, date, time, action) are required for regulatory purposes in many labs. Besides this being of crucial importance when applying for a patent for example, it also comes in handy if the supervisor wants to see the full activity on a project. To users, the main benefit is that every time you perform an action in an ELN, the software will automatically add date and time, leaving you no room to accidentally forget to write it down.
Detailed user’s activity is automatically recorded and timestamped in SciNote. SciNote Premium takes these records even further and enables detailed audit trails – records of all changes made within the system, as well.
15. Meet the support team behind the ELN (to speed things up and make your life easier)
We cannot stress enough how important this is when implementing a new software in your lab.
There is just no need for you to figure everything out about the software on your own. It is too often that labs simply overlook some of the most useful functionalities of a new software.
Besides just discussing the features, you would definitely want to check how responsive the software support team is, are they approachable, ready to listen to your needs and take them into account. Don’t hesitate to send questions or emails, join the webinars or schedule a meeting to see how the software works, ask questions directly and discuss your needs with the product specialists.
In this way, you will get the look and feel of the product as well as know exactly who will be there for you if some issues arise.
SciNote Premium team and SciNote support team are available to answer all your future questions.
What else is important to you?
Feel free to expand the list. Make sure that you also filter your ideas between those that are the “must-have” and “nice-to-have”. No software is perfect, but out of all ELNs to choose from, there is at least one that fits your needs.
Testing an ELN
Create a short list of vendors that seem to cover most of your lab’s needs.
The pilot experiment
Once you’ve made the selection, do a pilot experiment with the electronic lab notebook/s of choice. Try to enter some of your data into it and see how it works.
At this point, tutorials come in handy, as well as asking for an online demo with one of the ELN specialists. It will make your trial period much shorter, efficient and more informative.
Don’t jump to conclusions
At this point it is important not to jump to conclusions too fast as you might miss the interesting functionalities the software can offer you. In case you will have any questions, comments, concerns, issues – report them to the support team. The main priority for you is to get all your questions answered before making a decision. Without overlooking some of the pros or cons.
Presenting an ELN to your team
Being responsible for choosing an ELN and presenting either one or multiple solutions to your team, supervisors, employees or students is a tough task.
Here are a couple of helpful things to think about:
Your own use case
It is always best to present the ELN based on your own research data. This will help your colleagues understand the structure of data in the ELN and facilitate the discussion about features and capabilities.
If needed, contact the ELN team and ask them if they can provide you with their ELN presentation materials that can be useful for you when presenting the ELN to your team.
Gather your team and the crucial decision makers and organize an online meeting with an ELN specialist – especially if you are thinking about one of the payable options. During the meeting, you and your team can discuss everything with the ELN specialist directly.
Switching to an ELN does require an initial investment in terms of time and effort. However, on the long run, the benefits for each lab are clear. Data becomes traceable and searchable, ELN functionalities speed up different time consuming tasks and scattered data is finally kept organized in one place.
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