diff --git a/docs/conf.py b/docs/conf.py
new file mode 100644
index 0000000000000000000000000000000000000000..e130e916fc2ad30a4de07affcea52d7783e842df
--- /dev/null
+++ b/docs/conf.py
@@ -0,0 +1,9 @@
+html_theme = 'sphinx_rtd_theme'
+html_static_path = ['_static']
+html_logo = "img/openBIS.png"
+html_theme_options = {
+ 'logo_only': True,
+ 'display_version': False,
+}
+extensions = ['myst_parser']
+source_suffix = ['.rst', '.md']
diff --git a/docs/img/openBIS.png b/docs/img/openBIS.png
new file mode 100644
index 0000000000000000000000000000000000000000..a2e0631f0a502f3f3aa60b74192e54951e1d918d
Binary files /dev/null and b/docs/img/openBIS.png differ
diff --git a/docs/index.rst b/docs/index.rst
new file mode 100644
index 0000000000000000000000000000000000000000..51fb97348c132827fb8883ed7141053dbe9b2169
--- /dev/null
+++ b/docs/index.rst
@@ -0,0 +1,34 @@
+#####################
+OpenBIS Documentation
+#####################
+
+The complete solution for managing your research data.
+
+.. toctree::
+ :maxdepth: 4
+ :hidden:
+ :caption: User Documentation
+
+ General Users </user-documentation/general-users/index>
+ General Admin Users </user-documentation/general-admin-users/index>
+
+User Documentation
+^^^^^^^^^^^^^^^^^^
+ - :doc:`General Users </user-documentation/general-users/index>`
+ - :doc:`General Admin Users </user-documentation/general-admin-users/index>`
+ - Advanced Features
+ - Legacy Advance Features
+
+Software Developer Documentation
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+ - Development Environment
+ - APIS
+ - Server-side Extensions
+ - Client-side Extensions
+ - Legacy Server-side Extensions
+
+System Admin Documentation
+^^^^^^^^^^^^^^^^^^^^^^^^^^
+ - Installation
+ - Docker Installation
+ - Advanced Features
diff --git a/docs/requirements.txt b/docs/requirements.txt
new file mode 100644
index 0000000000000000000000000000000000000000..ea132ee9ccba3793faea29a6831c06c94ff46ebe
--- /dev/null
+++ b/docs/requirements.txt
@@ -0,0 +1 @@
+myst_parser==0.15.2
diff --git a/docs/user-documentation/advance-features/index.rst b/docs/user-documentation/advance-features/index.rst
new file mode 100644
index 0000000000000000000000000000000000000000..e69de29bb2d1d6434b8b29ae775ad8c2e48c5391
diff --git a/docs/user-documentation/general-admin-users/admins-documentation/associate-file-types-to-dataset-types.md b/docs/user-documentation/general-admin-users/admins-documentation/associate-file-types-to-dataset-types.md
new file mode 100644
index 0000000000000000000000000000000000000000..e4d1511f698a8bf6c586964a839a39cee9d586e9
--- /dev/null
+++ b/docs/user-documentation/general-admin-users/admins-documentation/associate-file-types-to-dataset-types.md
@@ -0,0 +1,28 @@
+# Associate File Types to Dataset Types
+
+[](# "Print this article")
+
+
+It is possible to associate given file types to given *Dataset* *types*.
+In this way when a file of this type is uploaded, the *Dataset* *type*
+is automatically selected. This option can be found in **Settings**.
+
+For example, a Jupyter notebook, which has extension **.ipynb** can
+always be associated with the *Dataset* *type* **Analysis Notebook**.
+
+Â
+
+1. Go to **Settings**
+2. Click **Edit**
+3. Scroll down to the **Dataset types for filenames** section
+4. Enter the file extension (e.g. ipynb) in the **Filename extension**
+ field
+5. Select the D**ataset type** with which you always want to associate
+ this file type (e.g. Analysis Notebook)
+6. **Save**
+
+Â
+
+
+
+Updated on November 30, 2022
diff --git a/docs/user-documentation/general-admin-users/admins-documentation/create-templates-for-objects.md b/docs/user-documentation/general-admin-users/admins-documentation/create-templates-for-objects.md
new file mode 100644
index 0000000000000000000000000000000000000000..898e0360769cbec50562e13bdb08497b2cb7421e
--- /dev/null
+++ b/docs/user-documentation/general-admin-users/admins-documentation/create-templates-for-objects.md
@@ -0,0 +1,47 @@
+# Create Templates for Objects
+
+[](# "Print this article")
+
+
+It is possible to create templates for *Objects*. Templates are useful
+when one has to register repetitive *Experimental steps* or
+*measurements* where some fields should always be pre-defined.
+
+For each *Object* type several templates can be created. This can be
+done by the lab manager, who should have admin rights for editing the
+**Settings**. It is not necessary to be *Instance admin* for this. In a
+multi-group set up, this can be done by the *group admin*.
+
+
+Procedure:
+
+
+1. Go to the **Settings**, under **Utilities**
+2. Scroll down to the **Templates** section
+3. From the **New Template** tab select select the *Object type* for
+ which you want to have a template.
+
+Â
+
+
+
+Â
+
+
+
+1. Fill in the fields as desired.
+2. **Save.**
+
+
+Your templates will be show in the table in the **Templates** section,
+as shown below
+
+
+
+Â
+
+See [Use template for Experimental
+Steps](https://openbis.ch/index.php/docs/user-documentation/lab-notebook/use-templates-for-experimental-steps/)
+for more info on how to use templates.Â
+
+Updated on April 26, 2023
diff --git a/docs/user-documentation/general-admin-users/admins-documentation/customise-inventory-of-materials-and-samples.md b/docs/user-documentation/general-admin-users/admins-documentation/customise-inventory-of-materials-and-samples.md
new file mode 100644
index 0000000000000000000000000000000000000000..ed5949732eef17294c399791e539b0ab488b6a55
--- /dev/null
+++ b/docs/user-documentation/general-admin-users/admins-documentation/customise-inventory-of-materials-and-samples.md
@@ -0,0 +1,223 @@
+Customise Inventory Of Materials And Samples
+====
+
+## Create Collections of Materials
+
+[](# "Print this article")
+
+Â
+
+*Collections* are folders used to organise *Objects* in the
+**Materials** Inventory. Such *Objects* can be different types of
+samples and materials (e.g. chemicals, antibodies, batteries,
+environmental samples).
+
+Â
+
+*Collections* need to be created inside another folder, called
+*Project*, in the **Materials** inventory.
+
+Â
+
+For example, if we want to create a collection of raw samples, we need
+to adopt the following steps:
+
+1. Create an *Object* *type* called Sample. This can only be done by an
+ *Instance admin*, from the admin interface, as explained here: [New
+ Entity Type
+ Registration](https://openbis.ch/index.php/docs/admin-documentation/new-entity-type-registration/)
+2. Create a first folder called Samples inside the **Materials** folder
+ *(Project)*
+3. Create a second folder called Raw Samples**Â ***(Collection)*
+
+Â
+
+Â
+
+To create the *Project* folder:
+
+> 1. Click on the **Materials**Â folder
+> 2. Click the **+ New Project** button in the form.
+>
+
+> 3. Provide a description, if wanted. This is not mandatory.
+> 4. Enter the **Code**. This will be the name of the folder, in this
+> case SAMPLES. Codes only take alphanumeric characters and no
+> spaces.Â
+
+Â
+
+Â
+
+
+
+Â
+
+To register the *Collection* folder, inside the *Project* folder:
+
+> 1. Click on the *Project* folder, in this case **Samples**.
+> 2. Click the **+ New** button in the main form and choose
+> **Collection** from the dropdown.
+>
+
+> 3. Replace the automatically generated **Code** with something
+> pertinent to the collection (e.g RAW\_SAMPLES)
+> 4. Fill in the **Name** field (e.g. Raw Samples). Note that by
+> default, the navigation menu on the left shows the name. If the
+> name is not provided, the code is shown.
+> 5. Select the **Default object type** from the list of available
+> types. This is the *Object* for which the *Collection* is used. In
+> this case, **Sample**.
+> 6. Select the **Default collection view** (see **[Customise
+> Collection
+> View](https://openbis.ch/index.php/docs/user-documentation-20-10-3/lab-notebook/customise-collection-view/))**
+
+Â
+
+Â
+
+
+
+Â
+
+Updated on April 26, 2023
+
+## Delete Collections
+
+[](# "Print this article")
+
+Â
+
+To delete an existing Collection:
+
+Â
+
+1. Select **Edit Collection** under the **More..** dropdown menu
+
+Â
+
+
+
+Â
+
+2\. Select **Delete** under the **More..** drop down menu
+
+Â
+
+
+
+Updated on February 6, 2023
+
+## Enable Storage Widget on Sample Forms
+
+[](# "Print this article")
+
+
+When a new *Object type* is created by an *Instance admin (*see [New
+Entity Type
+Registration)](https://openbis.ch/index.php/docs/admin-documentation-openbis-19-06-4/new-entity-type-registration/)*,*
+the storage widget is disabled by default.
+
+
+If we want to track storage positions for this particular *Object type*
+as described in [Allocate storage positions to
+samples](https://openbis.ch/index.php/docs/user-documentation/managing-storage-of-samples/allocate-storage-to-samples/),
+the **Storage** should be enabled in the **Settings**, under
+**Utilities**. This can be done by a *group admin*.
+
+For this, follow the steps below:
+
+
+1. Go to **Settings**, under **Utilities**
+2. Click the **Edit** button
+3. Scroll to the last section of the Settings: **Object Type
+ definitions Extension**
+4. Open the *Object type* for which you want to enable the storage,
+ e.g. **Sample**
+5. Select **Enable Storage **
+6. Save
+
+Â
+
+
+
+Â
+
+
+
+Updated on April 26, 2023
+
+## Configure Lab Storage
+
+[](# "Print this article")
+
+
+Fridges and freezers can be configured in the **Settings**, under
+**Utilities**.
+
+Â
+
+1. Go to **Settings**
+2. Click **Edit**
+3. Scroll down to the **Storages** section
+4. Click the **+ New Storage** button above the storage table, as shown
+ below.
+5. Fill in the **Storage Form** as explained below
+
+
+
+
+**How to fill in Storage Form:**
+
+> 1. **Code**. It is advisable to provide a meaningful code for the
+> storage, rather than using the default, because this information
+> is needed when registering storage positions in Batch mode. For
+> example MINUS80\_ROOM\_A1
+> 2. **Name**. The name is what is shown in most parts of the ELN. E.g.
+> Minus 80°C in Room A1
+> 3. **Number of rows**. This is the number of shelves.
+> 4. **Number of columns**. This is the number of racks per shelf.
+> 5. **Allowed number of boxes in a rack**. This is the maximum number
+> per rack. Enter a very high number if this is not important.
+> 6. **Rack space warning**. Enter space as percentage. E.g. 80, means
+> that the system will give a warning when 80% of a rack is
+> occupied.
+> 7. **Box space warning**. Enter space as percentage. E.g. 80, means
+> that the system will give a warning when 80% of a box is occupied.
+> 8. **Validation level**. This is the minimum level of information
+> required about the storage:
+> 1. **Rack validation**. The position in the shelf and rack needs
+> to be specified.
+> 2. **Box validation**. In addition to **a**, a box name needs to
+> be specified.
+> 3. **Box position validation**. In addition to **a** and **b**,
+> the position in the box needs to be specified.
+
+Updated on April 26, 2023
+
+## Add metadata to Storage Positions
+
+[](# "Print this article")
+
+Â
+
+Â
+
+Storage positions by default have the following metadata:
+
+1. Storage code
+2. Storage rack row
+3. Storage rack column
+4. Box name
+5. Box size
+6. Box position
+7. User id
+
+Â
+
+It is possible to add additional information. This can be done by an
+*Instance Admin* by editing the *Object* Type **STORAGE\_POSITION** in
+the admin interface (see [New Entity Type
+Registration](https://openbis.ch/index.php/docs/admin-documentation/new-entity-type-registration/)).
+
+Updated on February 6, 2023
diff --git a/docs/user-documentation/general-admin-users/admins-documentation/customise-inventory-of-protocols.md b/docs/user-documentation/general-admin-users/admins-documentation/customise-inventory-of-protocols.md
new file mode 100644
index 0000000000000000000000000000000000000000..957bb53e43893285d80bc6cb3460f0ab670f0882
--- /dev/null
+++ b/docs/user-documentation/general-admin-users/admins-documentation/customise-inventory-of-protocols.md
@@ -0,0 +1,74 @@
+Customise Inventory Of Protocols
+====
+
+## Create Collections of Protocols
+
+[](# "Print this article")
+
+
+*Collections* are folders used to organise *Objects* in the **Methods**
+Inventory. In this case, *Objects* are protocols.
+
+Â
+
+*Collections* need to be created inside another folder, called
+*Project*, in the **Methods** *Space* in the inventory.
+
+Â
+
+For example, if we want to create a collection of lab protocols for
+microscopy and Mass spec, we need to adopt the following steps:
+
+1. Register a first *Project* folder called LAB\_PROTOCOLS in the
+ **Methods** *Space*.
+
+
+
+1. In the **Lab** **Protocols** folder, register two additional
+ Collections called Microscopy Protocols and MS Protocols
+
+Â
+
+
+
+
+The steps for the registration of the folders are the same as explained
+in [Create Collections of
+Materials](https://openbis.ch/index.php/docs/admin-documentation-openbis-19-06-4/customise-inventory-of-materials-and-samples/create-collections-of-materials/)
+
+
+Â
+
+Updated on April 26, 2023
+
+## Enable Protocols in Settings
+
+[](# "Print this article")
+
+
+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**.
+
+
+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.
+ **General Protocol**
+5. Select **Use as Protocol**
+6. **Save**
+
+
+
+
+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](https://openbis.ch/index.php/docs/user-documentation/lab-notebook/how-to-use-protocols-in-experimental-steps/)
+
+Updated on April 26, 2023
diff --git a/docs/user-documentation/general-admin-users/admins-documentation/customise-parents-and-children-sections-in-object-forms.md b/docs/user-documentation/general-admin-users/admins-documentation/customise-parents-and-children-sections-in-object-forms.md
new file mode 100644
index 0000000000000000000000000000000000000000..404f6ee533c925b095ed1ab0535a55fb3091b43d
--- /dev/null
+++ b/docs/user-documentation/general-admin-users/admins-documentation/customise-parents-and-children-sections-in-object-forms.md
@@ -0,0 +1,69 @@
+# Customise Parents and Children Sections in Object Forms
+
+[](# "Print this article")
+
+Â
+
+Â
+
+The **Parents** and **Children** sections are automatically created in
+all *Object* forms. It is possible to customise or remove these
+sections, from the **Settings**, under **Utilities**.
+
+
+Let’s consider an example. The default *Experimental Step*, present in
+all openBIS instances, looks like the picture below: in the **Parents**
+section, **General Protocol** is predefined. If we want to add a General
+Protocol to the form, we use the **Search** or **Paste** options next to
+General Protocol. If we want to add another parent, for example a
+**Sample**, we need to use the **Search Any** or **Paste Any** next to
+Parents. See also [Add parents and children to Experimental
+Steps.](https://openbis.ch/index.php/docs/user-documentation-20-10-3/lab-notebook/add-parents-and-children-to-experimental-steps/)
+
+Â
+
+
+
+Â
+
+Now let’s see how the **Parents** and **Children** sections of an
+*Experimental Ste*p can be configured in the **Object Types Definition
+Extension** in the **Settings.**
+
+Â
+
+
+
+1. **Section Name**. Enter an alternative name for the **Parents** orÂ
+ **Children** section. If empty the default is used
+ (Parents/Children).
+2. **Disable the section**Â for the *Object* type. No parents/children
+ can be added to this *Object* type.
+3. **Disable addition of any object type**. This removes the **+**
+ button next to the section name, which enables to add as parent any
+ *Object* type. In this way only *Objects* of types pre-defined in
+ the form can be added.
+4. To define which *Object* types should always be shown in the form of
+ a this *Object* type, click the **+** button.
+5. Select if this is a **Parent** or **Child** from the **drop down**.
+6. Enter a **Label**, which is what is shown in the *Object* form.
+7. Select the *Object* type from the **drop down**.
+8. Specify the **minimum** and **maximum** number of parents needed as
+ input for this *Object* type. This can be left empty if parents are
+ not mandatory for this type. If a minimum is specified, this makes
+ the addition of those parents mandatory. As many parents as
+ specified in the minimum field will have to be added in order to be
+ able to save the form.
+9. Specify A**nnotations** (e.g. Comments) for this parent *Object*
+ type.
+10. Click the + button on the section to add an annotation field.
+11. Select the **Annotation** field from the list of available fields.
+12. Specify if the **Annotation** is mandatory.
+
+
+The figure below shows how the **Annotation** of type **Comments** looks
+like in the *Experimental Step* form.
+
+
+
+Updated on November 30, 2022
diff --git a/docs/user-documentation/general-admin-users/admins-documentation/customise-the-main-menu.md b/docs/user-documentation/general-admin-users/admins-documentation/customise-the-main-menu.md
new file mode 100644
index 0000000000000000000000000000000000000000..9d0a796995f29271987ae591e0e52cc5e69aed94
--- /dev/null
+++ b/docs/user-documentation/general-admin-users/admins-documentation/customise-the-main-menu.md
@@ -0,0 +1,128 @@
+# Customise the Main Menu
+
+[](# "Print this article")
+
+Â
+
+## Main Menu Sections
+
+
+The main menu can be customised from the **Settings**, under
+**Utilities**, to hide sections that are not needed by the lab.
+
+Â
+
+
+
+Â
+
+1. Go to **Settings.**
+2. Click **Edit.**
+3. Go to the **Main Menu** section.
+4. Disable the parts of the menu which are not needed.
+5. **Save.**
+
+Â
+
+
+
+Â
+
+1. **showLabNotebook**: if unselected, the **Lab Notebook** section of
+ the main menu ([Lab
+ Notebook)](https://openbis.ch/index.php/docs/user-documentation-20-10-3/lab-notebook/)
+ will be hidden.
+2. **showInventory**: if unselected, the **Inventory** section of the
+ main menu ([Inventory of Materials and
+ Methods](https://openbis.ch/index.php/docs/user-documentation-20-10-3/inventory-of-materials-and-methods/))
+ will be hidden.
+3. **showStock**: if unselected, the **Stock** section of the main menu
+ ([Managing Lab Stocks and
+ Orders](https://openbis.ch/index.php/docs/user-documentation-20-10-3/managing-lab-stocks-and-orders-2/))
+ will be hidden.
+4. **showObjectBrowser**: if unselected, the **Object Browser** under
+ **Utilities** in the main menu ([Object
+ Browser)](https://openbis.ch/index.php/docs/user-documentation-20-10-3/additional-functionalities/browse-entries-by-type/)
+ will be hidden.
+5. **showStorageManager**: if unselected, the **Storage Manager** under
+ **Utilities** in the main menu [(Storage
+ manager](https://openbis.ch/index.php/docs/user-documentation-20-10-3/inventory-of-materials-and-methods/overview-of-lab-storages/))
+ will be hidden.
+6. **showAdvancedSearch**: if unselected, the **Advanced Search** under
+ **Utilities** in the main menu ([Advanced
+ Search)](https://openbis.ch/index.php/docs/user-documentation-20-10-3/additional-functionalities/search/)
+ be hidden.
+7. **showUnarchivingHelper**: if unselected, the **Unarchiving Helper**
+ and **Archiving Helper** under **Utilities** in the main menu ([Data
+ archiving)](https://openbis.ch/index.php/docs/user-documentation-20-10-3/data-archiving/)
+ will be hidden.
+8. **showTrashcan**: if unselected, the **Traschcan**Â under
+ **Utilities** in the main menu
+ ([Trashcan](https://openbis.ch/index.php/docs/user-documentation-20-10-3/additional-functionalities/trashcan/))
+ will be hidden.
+9. **showVocabularyViewer:** if unselected, the **Vocabulary
+ Browser**Â under **Utilities** in the main menu ([Vocabulary
+ browser](https://openbis.ch/index.php/docs/user-documentation-20-10-3/additional-functionalities/vocabulary-browser/))
+ will be hidden.
+10. **showUserManager**: if unselected, the **User Manager**Â under
+ **Utilities** in the main menu ([User
+ Registration](https://openbis.ch/index.php/docs/admin-documentation/user-registration/))
+ will be hidden.
+11. **showUserProfile**: if unselected, the **User Profile**Â under
+ **Utilities** in the main menu ([User
+ Profile](https://openbis.ch/index.php/docs/admin-documentation-20-10-3/user-registration/user-profile/))
+ will be hidden.
+12. **showZenodoExportBuilder**: if unselected, the **Zenodo
+ Export**Â under **Utilities -> Exports** in the main menuÂ
+ ([Export to
+ Zenodo](https://openbis.ch/index.php/docs/user-documentation-20-10-3/data-export/export-to-zenodo/))
+ will be hidden.
+13. **showBarcodes**: if unselected, the **Barcodes Generator**Â under
+ **Utilities** in the main menu
+ ([Barcodes)](https://openbis.ch/index.php/docs/user-documentation-20-10-3/inventory-of-materials-and-methods/barcodes/)
+ will be hidden.
+
+Â
+
+## Lab Notebook menu
+
+Â
+
+It is also possible to customise which entities should be shown under
+*Experiments/Collections* in the main menu under the **Lab Notebook**
+section.
+
+By default, only the *Object* types **Entry** and **Experimental Step**
+are shown (see picture below).
+
+Â
+
+
+
+Â
+
+Â
+
+If you want to show additional custom *Object* types in the lab notebook
+main menu, they need to be enabled by editing the **Settings**.Â
+
+Go to the **Object Type definitions Extension** section in the
+**Settings**. Open the relevant *Object* type, which you would like to
+see in the Main menu of the Lab Notebook and select **Show in lab
+notebook main menu**, as shown below.
+
+By default, the Object Types **Entry** and **Experimental Step** have
+this option already selected.Â
+
+Â
+
+
+
+Â
+
+Please note that this is only valid for the **Lab Notebook** section. In
+the **Inventory** section, entries are never shown in the main menu,
+because inventories can potentially have thousands of entries, which are
+better visualised in tables, rather than in the main menu.
+
+Updated on April 26, 2023
diff --git a/docs/user-documentation/general-admin-users/admins-documentation/database-navigation-in-admin-ui.md b/docs/user-documentation/general-admin-users/admins-documentation/database-navigation-in-admin-ui.md
new file mode 100644
index 0000000000000000000000000000000000000000..760e3b3f8a5521a98e72b2f42f3e24524bd70941
--- /dev/null
+++ b/docs/user-documentation/general-admin-users/admins-documentation/database-navigation-in-admin-ui.md
@@ -0,0 +1,93 @@
+# Database navigation in admin UI
+
+[](# "Print this article")
+
+Â
+
+openBIS version 20.10.5 provides a new database navigation in the admin
+UI, as shown below.
+
+Â
+
+
+
+Â
+
+This allows to navigate the openBIS hierarchy of *Spaces, Projects,
+Experiments/Collections, Objects, Datasets*.
+
+The same navigation menu will be used in the ELN UI in an upcoming
+openBIS version.
+
+Â
+
+## Features
+
+Â
+
+### Filter
+
+It is possible to filter the menu by code or name of the desired entity.
+
+Â
+
+
+
+Â
+
+### Navigation
+
+To navigate the menu, the nodes have to be opened individually.
+
+When you select an entry in the node, the corresponding entry page
+opens. Please note that at this stage, this is only intended as a
+preview for the navigation menu and the forms show the information of
+the entity in json format.
+
+If you open several entry pages and you switch between them, by default
+the navigation menu will scroll up or down to the corresponding entry in
+the menu. If you do not want to have this behaviour, you can turn off
+the scrolling by selecting the button on the top right corner of the
+menu, as show in the picture below.
+
+Â
+
+
+
+Â
+
+Â
+
+### Sorting
+
+Each level of the hierarchy except for *Spaces* (*Projects, Collections,
+Objects, Datasets*) can be sorted separately, using the buttons shown in
+the pictures below.
+
+By default, the sorting is done by **Code** in alphabetical order. Other
+options are: sorting by code in reverse alphabetical order; sorting by
+ascending date; sorting by descending date.
+
+Â
+
+
+
+Â
+
+Â
+
+Â
+
+Â
+
+
+
+Â
+
+Â
+
+Â
+
+Â
+
+Updated on December 5, 2022
diff --git a/docs/user-documentation/general-admin-users/admins-documentation/enable-archiving-to-long-term-storage.md b/docs/user-documentation/general-admin-users/admins-documentation/enable-archiving-to-long-term-storage.md
new file mode 100644
index 0000000000000000000000000000000000000000..ccd47900aa2ab6a173cb6aaa945df0e13b729cf9
--- /dev/null
+++ b/docs/user-documentation/general-admin-users/admins-documentation/enable-archiving-to-long-term-storage.md
@@ -0,0 +1,40 @@
+# Enable archiving to Long Term Storage
+
+[](# "Print this article")
+
+Â
+
+Â
+
+openBIS supports archiving of datasets to Strongbox and StronLink
+([https://www.strongboxdata.com/](https://www.strongboxdata.com/)) as
+described in [Datasets
+Archiving](https://unlimited.ethz.ch/display/openBISDoc2010/Archiving+Datasets)
+
+Â
+
+This needs to be set up and configured by a *system admin*.
+
+Â
+
+Archiving can be manually triggered from the ELN interface. By default,
+the archiving buttons are not shown, and they need to be enabled by an
+*Instance admin* or even a *group admin* in the case of a multi-group
+instance. This is done in the ELN Settings, as shown below.
+
+
+
+Â
+
+In addition, the Unarchiving helper tool should also be enabled in the
+ELN Settings:
+
+
+
+Â
+
+More information on archiving and unarchiving datasets can be found
+here:Â [Data
+archiving](https://openbis.ch/index.php/docs/user-documentation-20-10-3/data-archiving/)
+
+Updated on April 26, 2023
diff --git a/docs/user-documentation/general-admin-users/admins-documentation/enable-barcodes.md b/docs/user-documentation/general-admin-users/admins-documentation/enable-barcodes.md
new file mode 100644
index 0000000000000000000000000000000000000000..cc9489915bf28ad4062ca688156314e04a7c9b3e
--- /dev/null
+++ b/docs/user-documentation/general-admin-users/admins-documentation/enable-barcodes.md
@@ -0,0 +1,40 @@
+# Enable Barcodes
+
+[](# "Print this article")
+
+In order to be able to add custom barcodes to *Objects*, an *Instance
+Admin* needs to add the $BARCODE property to the object type for which
+barcodes are needed.
+
+Â
+
+The barcode functionality is disabled by default in the ELN UI. This can
+be enabled by a *lab manager* or a *group admin* with admin right to
+edit the **Settings**, as shown below.
+
+Â
+
+
+
+Â
+
+Â
+
+After enabling the option, please refresh your browser. The **Barcodes
+Generator** will be shown in the main menu under **Utilities** and a
+barcode icon will be added above the menu.
+
+Â
+
+
+
+
+Â
+
+Â
+
+Information on how to use the Barcode functionality in openBIS can be
+found
+here:Â [Barcodes](https://openbis.ch/index.php/docs/user-documentation-20-10-3/inventory-of-materials-and-methods/barcodes/)
+
+Updated on April 26, 2023
diff --git a/docs/user-documentation/general-admin-users/admins-documentation/enable-transfer-to-data-repositories.md b/docs/user-documentation/general-admin-users/admins-documentation/enable-transfer-to-data-repositories.md
new file mode 100644
index 0000000000000000000000000000000000000000..fdd40df6bcd8ddc3eff1087af7a9fa9bfb04a4b3
--- /dev/null
+++ b/docs/user-documentation/general-admin-users/admins-documentation/enable-transfer-to-data-repositories.md
@@ -0,0 +1,40 @@
+# Enable Transfer to Data Repositories
+
+[](# "Print this article")
+
+
+Currently openBIS offers an integration with the **Zenodo** data
+repository ([https://zenodo.org/). ](https://zenodo.org/)
+
+This enables data direct data transfer from openBIS to Zenodo.
+
+This feature needs to be configured by a *system admin* as explained
+here: [openBIS DSS configuration
+file](https://unlimited.ethz.ch/display/openBISDoc2010/Installation+and+Administrators+Guide+of+the+openBIS+Data+Store+Server#InstallationandAdministratorsGuideoftheopenBISDataStoreServer-Configurationfile).Â
+
+If this is done, the Zenodo Export needs to be made visible in the ELN
+UI by a lab manager, who has should have admin rights for the
+**Settings**. This can be done by a *group admin*, in case of a
+multi-group instance set up.
+
+
+Procedure:
+
+
+1. Edit the **Settings** under **Utilities.**
+2. Select **showZenodoExportBuilder** in the **Main Menu** section.
+3. **Save.**
+
+
+
+Â
+
+The **Export to Zenodo** functionality becomes available under the
+**Utilities** menu (a refresh of the browser page may be necessary to
+see the change):
+
+Â
+
+
+
+Updated on April 26, 2023
diff --git a/docs/user-documentation/general-admin-users/admins-documentation/history-overview.md b/docs/user-documentation/general-admin-users/admins-documentation/history-overview.md
new file mode 100644
index 0000000000000000000000000000000000000000..50239f8d998261bcef099e7255e86fda5cf24523
--- /dev/null
+++ b/docs/user-documentation/general-admin-users/admins-documentation/history-overview.md
@@ -0,0 +1,69 @@
+History Overview
+====
+
+## History of deletions
+
+[](# "Print this article")
+
+Â
+
+When *Experiments/Collections*, *Objects* and *Datasets* in openBIS are
+permanently deleted, i.e. they are removed from the trashcan, the
+information of these permanently deleted entries is stored in the
+database and it is visible in the admin UI.
+
+*Spaces* and *Projects* are directly permanently deleted, without going
+to the trashcan. Their information is also shown in the table of history
+of deletions in the admin UI.
+
+Â
+
+The table of history of deletions is under the **Tools** section, as
+shown below.
+
+Â
+
+For each deleted entry, the table shows:
+
+1. **Entity type**: this can be *Space*, *Project*, *Collection,
+ Object, Dataset;*
+2. **Entity identifier**: this is the PermID of the entity. *Spaces* do
+ not have PermID, so the code of the *Space* is shown instead;
+3. **Entity Space**: the *Space* to which the entity belonged;
+4. **Entity Project**: the *Project* to which the entity belonged;
+5. **Entity Registrator**: the user who registered the entity;
+6. **Entity Registration Date**: the date of registration of the
+ entity;
+7. **Reason**: the reason of deletion of the entity;
+8. **Description**: the PermID (*Collection*, *Object*), identifier
+ (*Space*, *Project*), dataset path (*Dataset*) of the entity;
+9. **Content**: the metadata of the entity when it was deleted. This is
+ available for *Projects*, *Collections*, *Objects*, *Datasets*, but
+ not for *Spaces*;
+10. **User**: the user who deleted the entity;
+11. **Date**: the date and time of deletion of the entity.
+
+Â
+
+
+
+Updated on October 9, 2022
+
+## History of freezing
+
+[](# "Print this article")
+
+Â
+
+In the admin UI it is possible to have an overview of all frozen entries
+in openBIS. Frozen entries can no longer be modified (see [Freeze
+Entities](https://openbis.ch/index.php/docs/user-documentation-20-10-3/additional-functionalities/freeze-entities/)).
+
+The table showing the history of freezing can be found under the
+**Tools** section in the admin UI, as shown below.
+
+Â
+
+
+
+Updated on March 4, 2022
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new file mode 100644
index 0000000000000000000000000000000000000000..05f0adaacf34813bf0876611ab36be971c5da9f4
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diff --git a/docs/user-documentation/general-admin-users/admins-documentation/index.rst b/docs/user-documentation/general-admin-users/admins-documentation/index.rst
new file mode 100644
index 0000000000000000000000000000000000000000..5ba878cbf5636c45fbfb4aa2ff8a9dfa3e6a5752
--- /dev/null
+++ b/docs/user-documentation/general-admin-users/admins-documentation/index.rst
@@ -0,0 +1,24 @@
+General Users
+=============
+
+.. toctree::
+ :maxdepth: 4
+
+ inventory-overview
+ customise-inventory-of-materials-and-samples
+ customise-inventory-of-protocols
+ move-collections-to-a-different-project
+ customise-parents-and-children-sections-in-object-forms
+ customise-the-main-menu
+ associate-file-types-to-dataset-types
+ user-registration
+ new-entity-type-registration
+ masterdata-exports-and-imports
+ create-templates-for-objects
+ enable-transfer-to-data-repositories
+ enable-barcodes
+ enable-archiving-to-long-term-storage
+ history-overview
+ space-management
+ multi-group-set-up
+ database-navigation-in-admin-ui
diff --git a/docs/user-documentation/general-admin-users/admins-documentation/inventory-overview.md b/docs/user-documentation/general-admin-users/admins-documentation/inventory-overview.md
new file mode 100644
index 0000000000000000000000000000000000000000..feb9932c66255ac084ac9080331b3d8294186956
--- /dev/null
+++ b/docs/user-documentation/general-admin-users/admins-documentation/inventory-overview.md
@@ -0,0 +1,55 @@
+# Inventory overview
+
+[](# "Print this article")
+
+The default Inventory contains two
+folders: **Materials** and **Methods**.
+
+These are used to organise respectively samples and materials of any
+type and lab protocols.
+
+Samples, materials and protocols are modelled in openBIS as *Objects*.
+In the openBIS ELN-LIMS for life sciences, the following Object types
+are preconfigured in the database:
+
+Â
+
+ Antibodies, Chemicals, Enzymes, Media, Solutions and Buffers, Plasmids, Plants, Oligos,
+ RNAs, Bacteria, Cell lines, Flies, Yeasts, General protocols, PCR protocols, Western blotting protocols.
+
+Â
+
+These *Objects* are organised in *Collections* in the **Materials** and
+**Methods** sections of the Inventory .
+
+Â
+
+
+
+Â
+
+
+
+Â
+
+The generic openBIS ELN-LIMS only has one predefined *Object* type for
+the Inventory:
+
+Â
+
+ General Protocol
+
+Â
+
+Additional *Object* types and the corresponding *Collections* must be
+created by the *Instance admin*, based on the needs of the lab.
+
+Â
+
+It is possible to add additional folders in the Inventory, for example
+for **Equipment** (see **[Create new Inventory
+Spaces](https://openbis.ch/index.php/docs/admin-documentation-20-10-3/space-management/create-new-inventory-spaces/))**.
+
+Â
+
+Updated on April 26, 2023
diff --git a/docs/user-documentation/general-admin-users/admins-documentation/masterdata-exports-and-imports.md b/docs/user-documentation/general-admin-users/admins-documentation/masterdata-exports-and-imports.md
new file mode 100644
index 0000000000000000000000000000000000000000..d2b417916fa8555b94aaadc271350e3458ec0357
--- /dev/null
+++ b/docs/user-documentation/general-admin-users/admins-documentation/masterdata-exports-and-imports.md
@@ -0,0 +1,87 @@
+# Masterdata exports and imports
+
+[](# "Print this article")
+
+Â
+
+With openBIS version 20.10.5 it is possible to export masterdata from
+one openBIS instance and import it in another one via the admin UI.
+
+Â
+
+## Masterdata export
+
+Â
+
+All types tables (*Object Types, Collection Types, Dataset Types,
+Vocabulary Types, Property Type*s) can be exported as shown below for
+the *Object Types*.
+
+Â
+
+
+
+Â
+
+When you export you have the following options:
+
+1. **Import Compatible**:
+ 1. 1. **Yes**: in this case some columns which are incompatible
+ with imports (i.e. modification date) are not exported even
+ if selected; some columns that are required by openBIS for
+ imports are added to the exported file even if not selected.
+ 2. **No**: in this case all columns or selected columns are
+ exported.2.
+2. **Columns**:
+ 1. **All (default order)**. All columns are exported, in accordance
+ with the selection explained above for import compatibility.
+ 2. **Selected (shown order)**. Selected columns are exported, in
+ accordance with the selection explained above for import
+ compatibility.
+3. **Rows**: current page or all pages
+4. **Include dependencies**: yes or no. If you include dependencies,
+ all property types, vocabularies and associated objects are also
+ exported. Default is “yesâ€.
+
+Â
+
+If the types have validation plugins or dynamic script plugins
+associated with them, a zip file containing the scripts is exported from
+openBIS.
+
+Â
+
+## Masterdata import
+
+Â
+
+To import the file with the relevant masterdata that was exported as
+explained above:
+
+Â
+
+1. Go to the **Tools** section and select **Import -> All** from the
+ menu.
+2. Upload the file you exported before using the **CHOOSE FILE**
+ button.
+3. Select one of the 3 possible options for the Update mode:
+ 1. **Fail if exists**: if some entries already exist in openBIS,
+ the upload will fail;
+ 2. **Ignore if exists**: if some entries already exist in openBIS,
+ they will be left untouched, even if their definition in the
+ file is different from the existing definition in openBIS;
+ 3. **Update if exists**: if some entries already exist in openBIS
+ and their definition in the file is different from the existing
+ definition in openBIS, they will be updated;
+
+Â
+
+
+
+Â
+
+Since openBIS 20.10.6, the import of zip files is supported.
+
+Â
+
+Updated on April 26, 2023
diff --git a/docs/user-documentation/general-admin-users/admins-documentation/move-collections-to-a-different-project.md b/docs/user-documentation/general-admin-users/admins-documentation/move-collections-to-a-different-project.md
new file mode 100644
index 0000000000000000000000000000000000000000..fd82b9158bdb2bab0fd3f3bb3f76e8a645bc585b
--- /dev/null
+++ b/docs/user-documentation/general-admin-users/admins-documentation/move-collections-to-a-different-project.md
@@ -0,0 +1,50 @@
+# Move Collections to a different Project
+
+[](# "Print this article")
+
+Â
+
+It is possible to move one *Collection* with it entire content
+(*Objects* + *Datasets*) from one *Project* to another.
+
+If *Objects* contain parent/child relationships these are preserved.
+
+This operation requires *Space Power User* or *Admin* rights.
+
+Â
+
+To move *Collections* in the Inventory:
+
+1. Go to the *Collection* page you want to move
+2. Click on **Edit Collection**
+
+
+
+Â
+
+Â
+
+3\. Select **Move** from the **More..** dropdown
+
+Â
+
+
+
+Â
+
+Â
+
+4\. Enter the code of the *Project* where you want to move your
+*Collection*. If you start typing the code, openBIS will prompt you with
+a list of available options and you can select the appropriate one from
+there.
+
+Â
+
+
+
+Â
+
+5\. Click **Accept**
+
+Updated on April 26, 2023
diff --git a/docs/user-documentation/general-admin-users/admins-documentation/multi-group-set-up.md b/docs/user-documentation/general-admin-users/admins-documentation/multi-group-set-up.md
new file mode 100644
index 0000000000000000000000000000000000000000..c0881133de98d6e3df4b71bd2852317ed7a6c4c4
--- /dev/null
+++ b/docs/user-documentation/general-admin-users/admins-documentation/multi-group-set-up.md
@@ -0,0 +1,239 @@
+Multi Group Set Up
+====
+
+## General ELN Settings
+
+[](# "Print this article")
+
+Â
+
+In a multi-group instance an *Instance admin* can customise the General
+ELN Settings.
+
+Â
+
+The Settings can be access from the main menu, under **Utilities**.
+
+Â
+
+
+
+Â
+
+The General ELN Settings are Settings that are not specific to any of
+the defined groups group , as shown below.
+
+Â
+
+
+
+Â
+
+The General ELN Settings consist of two parts:
+
+Â
+
+1. **Instance Settings**. These settings affect the whole instance, it
+ is not possible to customise them on a group level.
+2. **Group Settings**. These settings affect all general *Spaces* that
+ do not belong to any group defined in the configuration file
+ (see [openBIS set up for multi group
+ instances](https://unlimited.ethz.ch/display/openBISDoc2010/User+Group+Management+for+Multi-groups+openBIS+Instances)).
+ This is the case, for example, if *Spaces* are manually created and
+ they do not belong to any group (see [Create new ELN
+ Spaces](https://openbis.ch/index.php/docs/admin-documentation/space-management/create-new-eln-spaces/)).
+
+Â
+
+
+
+Â
+
+Spaces that do not belong to any group do not have a group prefix. In
+the example below **Publications** do not belong to any group in the
+Inventory.
+
+
+
+Â
+
+Â
+
+and **Horizon**, **Snf** do not belong to any group in the Lab notebook.
+
+Â
+
+
+
+Â
+
+Â
+
+## Instance Settings
+
+Â
+
+1. **Custom widget**s. This section allows to enable the Rich Text
+ Editor or Spreadsheet component for a given field, as described
+ in [Enable Rich Text Editor or Spreadsheet
+ Widgets;](https://openbis.ch/index.php/docs/admin-documentation/new-entity-type-registration/enable-rich-text-editor-or-spreadsheet-widgets/)
+2. **Forced Monospace Font**. This section allows to force the use of
+ monospace font (i.e. fixed width) for selected MULTILINE\_VARCHAR
+ properties. This is useful for example for plasmid sequences.
+3. **Dataset types for filenames**. This section allows to associate
+ files with a given extension to a specific dataset type, as
+ described in [Associate File Types to Dataset
+ Types](https://openbis.ch/index.php/docs/admin-documentation/associate-file-types-to-dataset-types/).
+
+Â
+
+Â
+
+## Group Settings
+
+Â
+
+1. **Storages**. In this section the storages for samples to be used in
+ *Spaces* not belonging to any predefined group (see above), can be
+ created, as described in [Configure Lab
+ Storage;](https://openbis.ch/index.php/docs/admin-documentation/customise-inventory-of-materials-and-samples/configure-lab-storage/)
+2. **Templates**. In this section, the templates for a given *Object
+ type* to be used in *Spaces* not belonging to any predefined group
+ (see above) can be created, as described in [Create Templates for
+ Objects](https://openbis.ch/index.php/docs/admin-documentation/create-templates-for-objects/);
+3. **Object types definition extension**. In this section, it is
+ possible to:
+ 1. Define if one *Object type* is a protocol. If an *Object type*
+ is defined as a protocol, it is possible to create a local copy
+ of it under an Experiment, when linking to it as a parent, as
+ described in [Enable Protocols in
+ Settings;](https://openbis.ch/index.php/docs/admin-documentation/customise-inventory-of-protocols/enable-protocols-in-settings/)
+ 2. Enable the storage widget for an *Object type,* as described
+ in [Enable Storage Widget on Sample
+ Forms](https://openbis.ch/index.php/docs/admin-documentation/customise-inventory-of-materials-and-samples/enable-storage-widget-on-sample-forms/)
+ 3. Define if the *Object type* should be shown in drop downs, as
+ described in [Enable Objects in
+ dropdowns](https://openbis.ch/index.php/docs/admin-documentation/new-entity-type-registration/enable-objects-in-dropdowns/);
+ 4. Define if the *Object type* should be shown in the main menu
+ under the Lab notebook section. By default objects are not shown
+ in the main menu in the Inventory section.
+ 5. Customise the *Parents* and *Children* sections for an *Object
+ type* as described in [Customise Parents and Children Sections
+ in Object
+ Forms](https://openbis.ch/index.php/docs/admin-documentation/customise-parents-and-children-sections-in-object-forms/);
+4. **Inventory Spaces**. It is possible to move *Spaces* from the
+ Inventory section to the Lab notebook section and vice-versa as
+ described in [Move Spaces between Lab Notebook and
+ Inventory](https://openbis.ch/index.php/docs/admin-documentation/space-management/move-space-between-lab-notebook-and-inventory/)
+5. **Main menu**. The main menu for the *Spaces* that do not belong to
+ any predefined group (see above) can be customised here, as
+ described in [Customise the Main
+ Menu;](https://openbis.ch/index.php/docs/admin-documentation/customise-the-main-menu/)
+6. **Miscellaneous**. In this section it is possible to:
+ 1. Show the dataset archiving buttons in *Spaces* that do not
+ belong to any predefined group. Please note that this is not
+ available by default, but the infrastructure for [archiving to
+ tapes](https://openbis.ch/index.php/docs/user-documentation/data-archiving/)
+ (StrongBox/StrongLink) needs to be put in place by a *system
+ admin ([Multi data set
+ archiving](https://unlimited.ethz.ch/display/openBISDoc2010/Multi+data+set+archiving))*.
+ 2. Hide sections by default in *Spaces* that not belong to any
+ predefined group. By default some sections in some forms are
+ hidden:
+ 1. Description in *Spaces* and *Projects*.
+ 2. Identification info in *Spaces*, *Projects*, *Experiments*,
+ *Objects*, *Datasets*.
+
+By unchecking this option, these sections will be shown by default.
+
+Â
+
+Updated on April 26, 2023
+
+## Group ELN Settings
+
+[](# "Print this article")
+
+Â
+
+In a multi group instance a *group admin* or *Instance admin* can
+customise the ELN Settings for the group.
+
+Â
+
+The group Settings can be selected from the **Settings** in the main
+menu.
+
+Â
+
+
+
+Â
+
+The Settings for the relevant group can be selected from the available
+dropdown, as shown below.
+
+Â
+
+Â
+
+
+
+Â
+
+In the group settings the following is configurable:
+
+Â
+
+1. **Storages**. In this section the group storages for samples can be
+ created, as described in [Configure Lab
+ Storage;](https://openbis.ch/index.php/docs/admin-documentation/customise-inventory-of-materials-and-samples/configure-lab-storage/)
+2. **Templates**. In this section, the templates for a given *Object
+ type* can be created, as described in [Create Templates for
+ Objects](https://openbis.ch/index.php/docs/admin-documentation/create-templates-for-objects/);
+3. **Object types definition extension**. In this section, it is
+ possible to:
+ 1. Define if one *Object type* is a protocol. If an *Object type*
+ is defined as a protocol, it is possible to create a local copy
+ of it under an Experiment, when linking to it as a parent, as
+ described in [Enable Protocols in
+ Settings;](https://openbis.ch/index.php/docs/admin-documentation/customise-inventory-of-protocols/enable-protocols-in-settings/)
+ 2. Enable the storage widget for an *Object type,* as described
+ in [Enable Storage Widget on Sample
+ Forms](https://openbis.ch/index.php/docs/admin-documentation/customise-inventory-of-materials-and-samples/enable-storage-widget-on-sample-forms/)
+ 3. Define if the *Object type* should be shown in drop downs, as
+ described in [Enable Objects in
+ dropdowns](https://openbis.ch/index.php/docs/admin-documentation/new-entity-type-registration/enable-objects-in-dropdowns/);
+ 4. Define if the *Object type* should be shown in the main menu
+ under the Lab notebook section. By default objects are not shown
+ in the main menu in the Inventory section.
+ 5. Customise the Parents and Children sections for an *Object type*
+ as described in [Customise Parents and Children Sections in
+ Object
+ Forms](https://openbis.ch/index.php/docs/admin-documentation/customise-parents-and-children-sections-in-object-forms/);
+4. **Inventory Spaces**. It is possible to move Spaces from the
+ Inventory section to the Lab notebook section and vice-versa as
+ described in [Move Spaces between Lab Notebook and
+ Inventory](https://openbis.ch/index.php/docs/admin-documentation/space-management/move-space-between-lab-notebook-and-inventory/)
+5. **Main menu**. The main menu for the group can be customised here,
+ as described in [Customise the Main
+ Menu;](https://openbis.ch/index.php/docs/admin-documentation/customise-the-main-menu/)
+6. **Miscellaneous**. In this section it is possible to:
+ 1. Show the dataset archiving buttons for the group. Please note
+ that this is not available by default, but the infrastructure
+ for [archiving to
+ tapes](https://openbis.ch/index.php/docs/user-documentation/data-archiving/)
+ (StrongBox/StrongLink) needs to be put in place by a *system
+ admin ([Multi data set
+ archiving](https://unlimited.ethz.ch/display/openBISDoc2010/Multi+data+set+archiving))*.
+ 2. Hide sections by default. By default some sections in some forms
+ are hidden:
+ 1. Description in *Spaces* and *Projects*.
+ 2. Identification info in *Spaces*, *Projects*, *Experiments*,
+ *Objects*, *Datasets*.
+
+By unchecking this option, these sections will be shown by default.
+
+Â
+
+Updated on April 26, 2023
diff --git a/docs/user-documentation/general-admin-users/admins-documentation/new-entity-type-registration.md b/docs/user-documentation/general-admin-users/admins-documentation/new-entity-type-registration.md
new file mode 100644
index 0000000000000000000000000000000000000000..251cbd307538a9323416218e0032813b195bd673
--- /dev/null
+++ b/docs/user-documentation/general-admin-users/admins-documentation/new-entity-type-registration.md
@@ -0,0 +1,169 @@
+New Entity Type Registration
+====
+
+## Enable Rich Text Editor or Spreadsheet Widgets
+
+[](# "Print this article")
+
+
+For certain fields, it is possible to enable the use of a Rich Text
+Editor (RTE) or a spreadsheet component. *Instance admin* rights are
+necessary for this.
+
+
+The **RTE** can be enabled for properties of type
+**MULTILINE\_VARCHAR**. The **spreadsheet component** can be enabled for
+properties of type **XML**.
+
+
+Procedure:
+
+
+1. Properties are defined when creating new entity types (*Datasets*,
+ *Objects*, *Experiments/Collections*)
+2. To set a property as RTE or spreadsheet go to the **Settings**,
+ under **Utilities**
+3. Select /ELN\_SETTINGS/GENERAL\_ELN\_SETTINGS
+4. Enable editing and scroll down to the **Custom Widgets** section
+5. Click the + button on the same line as **Property Type** and
+ **Widget**, as shown below
+6. A new field will appear where you can select the property type and
+ the widget. Choices are: **Word Processor** (=RTE) or
+ **Spreadsheet.**
+
+
+
+Updated on October 19, 2022
+
+## Enable Objects in dropdowns
+
+[](# "Print this article")
+
+Â
+
+Â
+
+By default, no Object shows in dropdown menus. Which object types should
+show in dropdown menus can be customised from the Settings.
+
+1. Navigate to the Object Type definitions Extension
+2. Open one Object Type (e.g. Antibody)
+3. Select show in drop downs
+4. Save the Settings
+
+Â
+
+
+
+Updated on October 19, 2022
+
+## Register masterdata via Excel
+
+[](# "Print this article")
+
+Â
+
+It is possible to register openBIS masterdata using an Excel template
+from the admin UI.
+
+Â
+
+This can be done from the Import menu under the Tools sections, as shown
+below. Three options can be chosen for the import:
+
+Â
+
+1. **fail if exists**: if a type or a property already exists in the
+ database, the upload will fail.
+2. **ignore if exists**: if a type or a property already exists in the
+ database, the upload will ignore this.
+3. **update is exists**: if a type or a property already exists in the
+ database, the upload will update existing values.
+
+Â
+
+
+
+Â
+
+Â
+
+An example template of an Excel masterdata file can be found here:
+[masterdata-template](https://openbis.ch/wp-content/uploads/2022/02/masterdata-template.xls)
+
+Please note that in the template we used separate spreadsheets for each
+type (Sample, Experiment, Dataset), but it is also possible to have
+everything in one single spreadsheet.
+
+Â
+
+### Modifying existing types
+
+If you wish to add a new property to an existing
+*Collection/Object/Dataset* type, you need to:
+
+1\. add the property in the file
+
+2\. increase the version number of the *Collection/Object/Dataset* type
+
+Â
+
+
+
+3\. use **Ignore if exists** as upload method. In this case, only the
+new property is added to the type.
+
+Â
+
+The import on the admin UI allows to register entities in addition to
+masterdata. An example template file for this can be found here:
+[masterdata-metadata](https://openbis.ch/wp-content/uploads/2022/02/masterdata-metadata.xls)
+
+Â
+
+More extensive documentation on the XLS format for masterdata and
+metadata registration can be found
+[here](https://unlimited.ethz.ch/display/openBISDoc2010/Excel+Import+Service).
+
+Updated on January 13, 2023
+
+## Properties overview
+
+[](# "Print this article")
+
+Â
+
+The overview of all properties registered in openBIS and their
+assignments to types is available under the **Types** section in the
+admin UI, as shown below.
+
+Â
+
+
+
+Updated on March 1, 2022
+
+## Internal properties and vocabularies
+
+[](# "Print this article")
+
+Â
+
+Some properties and vocabularies are internally defined in openBIS.
+
+These can be identified by the **$** sign.
+
+Â
+
+Internal properties (e.g. $NAME, $BARCODE, etc) cannot be deleted nor
+modified, not even by an instance admin.
+
+Â
+
+Internal vocabularies (e.g. $DEFAULT\_COLLECTION\_VIEWS, etc), cannot be
+deleted and their existing terms cannot be deleted nor modified, however
+an instance admin can add new terms to an internal vocabulary.
+
+Â
+
+Updated on January 5, 2023
diff --git a/docs/user-documentation/general-admin-users/admins-documentation/space-management.md b/docs/user-documentation/general-admin-users/admins-documentation/space-management.md
new file mode 100644
index 0000000000000000000000000000000000000000..da05ff557d6f278b6795f9a4fdc7456cea24a716
--- /dev/null
+++ b/docs/user-documentation/general-admin-users/admins-documentation/space-management.md
@@ -0,0 +1,297 @@
+Space Management
+====
+
+## Create new Inventory Spaces
+
+[](# "Print this article")
+
+
+The default Inventory contains two
+folders: **Materials** and **Methods**. These are openBIS *Spaces*.
+
+Additional *Spaces* can be created by an *Instance admin*.
+
+Â
+
+## Create a new Inventory Space from the ELN UI
+
+Â
+
+From openBIS version 20.10.4 it is possible to create *Spaces* directly
+from the ELN interface.
+
+To create a new *Space* under the Inventory:
+
+Â
+
+1. Select **Inventory** in the main menu
+2. Click on **+New Inventory Space** in the Inventory page
+
+Â
+
+
+
+Â
+
+3\. Enter the **Code** for the *Space*, e.g. EQUIPMENT. Please note that
+codes only accept alphanumeric characters, –, . , \_.
+
+4\. **Save**
+
+Â
+
+
+
+Â
+
+### Multi-group instances
+
+Â
+
+In a multi-group instance, the *Instance admin* can choose where to
+create a new *Space*:
+
+Â
+
+1. **no group**. The new *Space* will have no prefix and the Settings
+ defined in General Settings will apply (see [General ELN
+ Settings](https://openbis.ch/index.php/docs/admin-documentation/multi-group-set-up/general-eln-settings/)).
+2. **in one of the existing groups**. The new *Space* will have the
+ group prefix and the Settings of that group will apply (see [Group
+ ELN
+ Settings](https://openbis.ch/index.php/docs/admin-documentation/multi-group-set-up/group-eln-settings/)).
+
+Â
+
+
+
+Â
+
+
+
+Â
+
+## Create a new Inventory Space from the core UI
+
+Â
+
+In the core UI:
+
+Â
+
+1. Select **Admin -> Spaces**
+2. Click **Add Space** at the bottom of the page
+3. Enter the *Space* **Code**, e.g. **EQUIPMENT**
+4. **Save**
+
+Â
+
+Â
+
+
+
+
+### Set Inventory Spaces
+
+
+When new *Spaces* are created in the core UI, they are automatically
+displayed under the *Lab Notebook* part of the ELN main menu.
+
+It is possible to move a new *Space* to the Inventory, by editing the
+**Settings** under **Utilities** in the **ELN UI:**
+
+Â
+
+1. Go to the **Settings** and click **Edit.**
+2. Go to the **Inventory Spaces** section in the **Settings** and click
+ the **+** button as shown below.
+3. Select the *Space* you want to move to the *Inventory* from the list
+ of available *Spaces*.
+4. **Save** the Settings.
+5. Refresh the browser.
+
+Â
+
+
+
+Â
+
+Updated on April 26, 2023
+
+## Create new ELN Spaces
+
+[](# "Print this article")
+
+
+## Create a new Lab Notebook Space from the ELN UI
+
+Â
+
+From openBIS version 20.10.4 it is possible to create *Spaces* directly
+from the ELN interface. To create a new Space under the Inventory:
+
+Â
+
+1. Select **Lab Notebook** in the main menu
+2. Click on **+New** **Space** in the Lab Notebook page
+
+Â
+
+Â Â
+
+
+Â
+
+3\. Enter the **Code** for the *Space*. Please note that codes only
+accept alphanumeric characters, –, . , \_.
+
+4\. **Save** Â Â
+
+Â
+
+
+
+### Multi-group instances
+
+Â
+
+In a multi-group instance, the *Instance admin* can choose where to
+create a new *Space*:
+
+Â
+
+1. **no group**. The new *Space* will have no prefix and the Settings
+ defined in General Settings will apply (see [General ELN
+ Settings](https://openbis.ch/index.php/docs/admin-documentation/multi-group-set-up/general-eln-settings/)).
+2. **in one of the existing groups**. The new *Space* will have the
+ group prefix and the Settings of that group will apply (see [Group
+ ELN
+ Settings](https://openbis.ch/index.php/docs/admin-documentation/multi-group-set-up/group-eln-settings/)).Â
+
+Â
+
+
+
+Â
+
+
+
+Â
+
+Use cases where this could be useful:
+
+1. in a multi-group instance with user folders in the Lab Notebook it
+ is desired to have in addition some *Spaces* that are not linked to
+ a particular user, but maybe rather to some projects.
+2. in a multi-group instance it is not at all desired to have the lab
+ notebooks organised by users, but rather by projects. A *system
+ admin* can configure the user management config file not to create
+ users folders in the lab notebook section (see [Multi group
+ instances](https://unlimited.ethz.ch/display/openBISDoc2010/User+Group+Management+for+Multi-groups+openBIS+Instances)).
+
+Â
+
+The rights for *Spaces* not belonging to any group need to be manually
+assigned by an *Instance admin*.
+
+Â
+
+## Create a new Lab Notebook Space from the core UI
+
+Â
+
+In the core UI: Â
+
+Â
+
+1. Select **Admin -> Spaces**
+2. Click **Add Space** at the bottom of the page
+3. Enter the Space **Code**, e.g. **EQUIPMENT**
+4. **Save**
+
+Â
+
+
+
+Â
+
+By default all *Spaces* created in the core UI are shown under the Lab
+Notebook part of the ELN UI.
+
+Updated on April 26, 2023
+
+## Delete Spaces
+
+[](# "Print this article")
+
+Â
+
+*Spaces* can be deleted by *Instance admins* or by *Space admins*.
+
+Â
+
+To delete a *Space*:
+
+1. Click on the **Space** in the main menu
+2. Select **Delete** from the **More..** dropdown
+
+
+
+Â
+
+3\. Provide a **reason** for deletion
+
+4\. **Accept**
+
+Â
+
+Â
+
+Notes:
+
+*Spaces* are not moved to the trashcan, but they are permanently deleted
+straight away.
+
+*Spaces* can only be deleted when they are empty and no entries
+previously belonging to the *Space* are in the trashcan.
+
+Â
+
+Â
+
+Â
+
+Updated on April 26, 2023
+
+## Move Spaces between Lab Notebook and Inventory
+
+[](# "Print this article")
+
+Â
+
+If a *Space* belongs to the Inventory, this information is stored in the
+**ELN Settings,** under the section **Inventory Spaces.**
+
+Â
+
+To move a *Space* from the Lab Notebook to the Inventory, click on the
+**+** button on top of the **Inventory Spaces** section, select the
+*Space* you want to move and **Save** the Settings.
+
+Â
+
+To move a *Space* from the Inventory to the Lab Notebook, click on the
+**–** button next to the *Space* you want to remove in the **Inventory
+Spaces** section and **Save** the Settings.
+
+Â
+
+ELN Settings can be edited by Instance admins, group admins in
+multi-group instances and by anyone with admin rights to the
+ELN\_SETTINGS *Space*.
+
+Â
+
+
+
+Updated on August 2, 2022
diff --git a/docs/user-documentation/general-admin-users/admins-documentation/user-registration.md b/docs/user-documentation/general-admin-users/admins-documentation/user-registration.md
new file mode 100644
index 0000000000000000000000000000000000000000..e9bafc3bba1aac2c6b66c94885bbd9c1f8c06820
--- /dev/null
+++ b/docs/user-documentation/general-admin-users/admins-documentation/user-registration.md
@@ -0,0 +1,201 @@
+User Registration
+====
+
+## openBIS roles
+
+[](# "Print this article")
+
+
+Â
+
+### Observer
+
+This role can be assigned to the whole openBIS instance (*Instance
+Observer*) or to specific *Spaces* or *Projects* (*Space* or *Project
+Observer*). Users with this role have read-only access to the whole
+openBIS (*Instance Observer*), or to a specified *Space* or *Project*
+(*Space* or *Project Observer*).
+
+An Observer can see and search everything in an openBIS instance or the
+*Space/Project* which they have access to. They can also download
+datasets. They cannot modify nor delete anything.
+
+Â
+
+### Space/Project User
+
+Extends Observer permissions with some creating and editing
+functionality. Permissions are limited to specified *Space(s)* or
+*Project(s)*.
+
+Can do everything that Observer and additionally:
+
+- create
+ - objects
+ - collections
+- edit
+ - objects
+ - collections
+ - projects
+
+Â
+
+### Space/Project Power User
+
+Extends *Space/Projec*t User permissions with some deleting, editing and
+processing functionality. Permissions are limited to specified
+*Space(s)* or *Project(s)*.
+
+Can do everything that *Space/Project* User and additionally:
+
+- create projects
+- delete
+ - projects
+ - data sets
+ - objects
+ - collections
+
+Please note that this role cannot be assigned via the ELN UI, only via
+admin UI.
+
+
+### Space/Project Admin
+
+Extends Space/Project Power User permissions allowing to manage roles
+and projects inside given *Space(s)* or *Project(s)*.
+
+Can do everything that Space/Project Power User and additionally:
+
+- assign and remove Space/Project roles
+
+Â
+
+### Instance Admin
+
+Has the full access to given openBIS instance.
+
+Can do everything that Space/Project Admin and additionally:
+
+- create
+ - space
+ - material
+ - person
+ - property type
+ - vocabulary
+ - material type
+ - object type
+ - collection type
+ - data set type
+- create/delete instance admin role
+- edit
+ - material
+ - property type
+ - property type assignment
+ - vocabulary
+ - material type
+ - object type
+ - collection type
+ - data set type
+- assign/unassign property type
+- delete
+ - space
+ - vocabulary terms
+ - material type
+ - sample type
+ - experiment type
+ - data set type
+
+Â
+
+Please note that this role cannot be assigned via the ELN UI, only via
+admin UI.
+
+Â
+
+
+Updated on April 26, 2023
+
+## User Profile
+
+[](# "Print this article")
+
+In the User Profile, a user who is logged in into openBIS can find the
+following information:
+
+Â
+
+1. **First Name**
+2. **Last Name**
+3. **Email**
+4. **openBIS session token**
+5. **Zenodo API Token** ([Export to
+ Zenodo](https://openbis.ch/index.php/docs/user-documentation-20-10-3/data-export/export-to-zenodo/))
+
+Â
+
+First name, last name and email are automatically filled in when LDAP or
+SSO are used for authentication.
+
+In case of file-based authentication, this information can be entered
+here directly from the user.
+
+Â
+
+
+
+Â
+
+For file-based authentication, users can also change their password
+here, from the **Change Password** option under the **More..** dropdown.
+
+Â
+
+
+
+Updated on June 28, 2022
+
+## Assign home space to a user
+
+[](# "Print this article")
+
+Â
+
+When a home space is assigned to a user, this becomes marked as **My
+Space**Â for that user in the lab notebook, as shown below.
+
+Â
+
+
+
+Â
+
+When users are registered via the ELN UI, a *Space* with their username
+is created (see [User
+Registration)](https://openbis.ch/index.php/docs/admin-documentation/user-registration/)
+and this is automatically set as home space for the user.
+
+The same happens in multi-group instances where spaces are created for
+each user in the lab notebook section.
+
+An *instance admin* can change the home space of a user or assign one to
+a user that does not have a home space assigned from the admin UI, as
+shown below.
+
+Â
+
+
+
+Â
+
+Please note that when a user is inactivated, the home space assigned to
+that user is moved in the ELN UI to the folder **Others (disabled).** If
+this is not desired, the space should be removed as home space from the
+inactivated user. This can be done by an *instance admin*.
+
+Â
+
+Â
+
+Â
+
+Updated on April 26, 2023
diff --git a/docs/user-documentation/general-admin-users/index.rst b/docs/user-documentation/general-admin-users/index.rst
new file mode 100644
index 0000000000000000000000000000000000000000..d08734a0e5c3cfda7f20c8cff25008bb79b3fb24
--- /dev/null
+++ b/docs/user-documentation/general-admin-users/index.rst
@@ -0,0 +1,8 @@
+#####################
+General Admin Users
+#####################
+
+.. toctree::
+ :maxdepth: 4
+
+ Admins Documentation </user-documentation/general-admin-users/admins-documentation/index>
diff --git a/docs/user-documentation/general-users/additional-functionalities.md b/docs/user-documentation/general-users/additional-functionalities.md
new file mode 100644
index 0000000000000000000000000000000000000000..47f8b06e6583f1b285c57943c36487829264d9c4
--- /dev/null
+++ b/docs/user-documentation/general-users/additional-functionalities.md
@@ -0,0 +1,723 @@
+Additional Functionalities
+==========================
+
+## Visualise Relationships
+
+[](# "Print this article")
+
+
+Parent-child relationships between *Objects* can be visualised as trees
+or tables in the ELN.
+
+To see the genealogical tree, select the **Hierarchy Graph** option from
+the **More…**dropdown in an entity form*.*
+
+Â
+
+
+
+Â
+
+Large trees can be pruned, by selecting how many levels of parents
+and/or children and which types to show.
+
+
+
+Â
+
+To view the genealogy of an *Object* in a tabular format, select the
+**Hierarchy Table** option from the **More…** dropdown.
+
+Updated on March 4, 2022
+
+## Tables
+
+[](# "Print this article")
+
+
+
+All tables in the ELN have a similar format and functionalities. The
+tables have been redesigned for the 20.10.3 release of openBIS.
+
+Here we give an overview of the main functionalities of the tables.
+
+Â
+
+## Filters
+
+Two filter options are available form the **Filters** button: **Filter
+Per Column** and **Global Filter**. The first allows to filter on
+individual columns, or multiple columns, whereas the second filters
+terms across the entire table using the **AND** or **OR** operator.Â
+
+> Â
+>
+
+>
+
+>
+> Â
+
+> Â
+
+## Sorting
+
+It is possible to sort individual columns or also multiple columns. For
+multi-column sorting, you should click on the column header and press
+the **Cmd** keyboard key. The order of sorting is shown by a number in
+each column, as shown below.
+
+Â
+
+
+
+> Â
+
+## Exports
+
+Tables can be exported in different ways, using the export button shown
+below.
+
+> Â
+
+
+
+> Â
+>
+> 1. 1. **Import Compatible**:
+> 1. **Yes**: in this case some columns which are incompatible
+> with imports (i.e. registration date, registrator,
+> modification date, modifier) are not exported even if
+> selected; some columns that are required by openBIS for
+> imports are added to the exported file even if not
+> selected (i.e. code, identifier, $ column). Moreover text
+> fields are exported in HTML, to keep the formatting upon
+> import.
+> 2. **No**: in this case all columns or selected columns are
+> exported.
+>
+> Â
+>
+
+>
+> Â
+>
+> Â
+>
+> 2\. **Columns**:
+>
+> 1. 1. 1. **All (default order)**. All columns are exported, in
+> accordance with the selection explained above for import
+> compatibility.
+> 2. **Selected (shown order)**. Selected columns are exported,
+> in accordance with the selection explained above for
+> import compatibility.
+>
+
+>
+> Â
+>
+> Â 3. **Rows**:
+>
+> 1. 1. 1. 1. **All Pages**. All pages of the table are exported.
+> 2. **Current Page**. Only the currently visible page of
+> the table is exported.
+> 3. **Selected Rows**. Only selected rows in the table are
+> exported.
+>
+
+>
+> 4\. **Value**:
+>
+> 1. 1. 1. **Plain Text**. Text fields are exported in plain text,
+> without any formatting. This option is not available if
+> the export is import-compatible.
+> 2. **Rich Text**. Text fields are exported in HTML format.
+>
+
+>
+> Â
+>
+> Tables are exported to **XLS** format. Exported tables can be used for
+> updates via the **XLS Batch Update Objects**.Â
+>
+> Â
+>
+> Â
+>
+> Â
+
+## Columns
+
+Users can select which properties to display in the table clicking on
+the **Columns** button. It is also possible to show all properties or
+hide all properties. The position of the columns can also be changed by
+placing the cursor next to the = sign in the list and moving the fields.
+This information is stored in the database for each user.
+
+Â
+
+
+
+Â
+
+### **Spreadsheets**
+
+If a table contains *Objects* which have a spreadsheet field which is
+filled in, a spreadsheet icon is displayed in the table. Upon clicking
+on the icon, the content of the spreadsheet can be expanded. Â
+
+> Â
+>
+
+>
+
+>
+> Â
+
+### Text fields
+
+If a table contains Objects which have long text fields, only the
+beginning of the text is shown and can be expanded. If the text contains
+a picture or a table, an icon is shown in the table and the content of
+the text becomes visible by clicking on the icon.
+
+> Â
+>
+
+>
+> Â
+
+## **Selection of entries in table**
+
+Single entries in a table can be selected using the checkbox in the row.
+By clicking the checkbox in the table header, all entries of the table
+are selected. After selection of entries, some actions become available:
+
+> - **Delete**: allows to move the selected entries to the trashcan.
+> - **Move**: allows to move the selected entries to a different
+> *Collection/Experiment.*
+> - **Generate barcodes**: allows to generate custom barcodes for the
+> selected entries.
+> - **Update custom barcodes**: allows to update existing custom
+> barcodes of the selected entries.
+> - **Clear selection**: allows to clear the selection made.
+
+Â
+
+
+
+Â
+
+In *Object* tables inside *Experiments/Collections* there is an
+**Operations**Â column, which allow users to perform certain tasks on an
+*Object*:
+
+> 1. Upload a file to the *Object*
+> 2. Move the *Object* to another Experiment/Collection.
+> 3. Update Barcode.
+> 4. Open the hierarchy graph. This is the graph showing parent/child
+> connections of the *Object*.
+> 5. Open the hierarchy table. This is the table showing parent/child
+> connections of the *Object*.
+
+Â
+
+
+
+Â
+
+Â
+
+Â
+
+Â
+
+Updated on April 26, 2023
+
+## Browse Entries by Type
+
+[](# "Print this article")
+
+
+The **Object Browser** under the **Utilities** main menu allows to see
+all entries of the same type and all *Experimental Steps*, which may be
+contained in different *Experiments/Collections* and *Projects*.Â
+
+
+
+This is useful when there are entries of a certain type that belong to
+different *Collections* (e.g. protocols of the same type stored in two
+different protocol collections), or to have an overview of all
+*Experimental Steps*, independently of the *Experiment* they belong to.
+
+Â
+
+
+
+From the **Object Browser** page, it is also possible to **Batch
+register** or **Batch update** *Objects* using an XLS or TSV template.
+
+Â
+
+
+
+Â
+
+Â
+
+Updated on April 25, 2023
+
+## Trashcan
+
+[](# "Print this article")
+
+
+When *Experiments*, *Objects* and *Datasets* are deleted, they are moved
+to the openBIS **trashcan**, under the **Utilities** main menu. Items
+can be removed from the trashcan only by someone with *Space admin* or
+*Instance admin* role. Deletion from the trashcan is **IRREVERSIBLE**.
+
+Â
+
+Note: *Spaces* and *Projects* are directly permanently deleted, they are
+not moved to the trashcan first.
+
+Â
+
+To empty the whole trashcan, click the blue **Empty Trash **button above
+the table.
+
+To delete permanently single entries choose one of two options from the
+Operations dropdown:
+
+Â
+
+- **delete permanently**: deletes permanently only the selected entry.
+- **delete permanently (including dependent deletions)**: if the
+ selected entry had children which are also in the trashcan, this
+ option allows to permanently delete both the entry and its children.
+
+Â
+
+If one entity was unintentionally deleted, the operation can be reverted
+at this stage by choosing the**Â Revert Deletions**Â option from
+the **Operations** drop down in the table.
+
+Â
+
+
+
+Updated on October 9, 2022
+
+## Vocabulary Browser
+
+[](# "Print this article")
+
+
+The **Vocabulary browser** is accessible from the **Utilities** main
+menu. This shows all controlled vocabularies registered in openBIS and
+the terms they contain. Vocabularies are predefined lists of values to
+choose from in given fields. Vocabularies can be created/modified by an
+openBIS *Instance admin* (see [New Entity Type
+Registration](https://openbis.ch/index.php/docs/admin-documentation-openbis-19-06-4/new-entity-type-registration/)).
+
+This information is needed for filling the forms for **Batch
+Upload **or**Batch Update** of *Objects* via TSV file. If an *Object*
+has a property of type *Controlled Vocabulary*, the codes of the
+vocabulary have to be entered in the .tsv template file. This is not the
+case for XLS Batch registration or update, where labels can be used.
+
+Â
+
+
+
+Updated on April 25, 2023
+
+## Freeze Entities
+
+[](# "Print this article")
+
+
+Each level of the openBIS hierarchy (Space, Project,
+Experiment/Collection, Object, Dataset) can be frozen, so it can be no
+longer edited and/or deleted.
+
+At every level, everything contained underneath is selected by default
+to be frozen. E.g. if I choose to freeze a Space, everything contained
+in the Space is automatically selected to be frozen. Single entities can
+be manually unselected.
+
+A Space admin role is necessary to freeze entities in a given Space.
+
+
+**IMPORTANT: the freezing is IRREVERSIBLE!**
+
+
+This operation cannot be undone from any UI, not even by an *Instance
+admin.* Please freeze entities only when you are absolutely sure that
+they should not be further modified!
+
+### **How to freeze an entity**
+
+
+At each level of the openBIS hierarchy (*Space, Project,
+Experiment/Collection, Object, Dataset*) the **Freeze Entity** option is
+available under the **More..** dropdown menu. See the example for a
+*Space* below.
+
+Â
+
+
+
+Â
+
+Â
+
+Â
+
+If you select this, a list of entities contained or connected to the one
+selected will be presented to you, as shown below. By default everything
+is selected, so you need to unselect entries that you do not want to
+freeze.
+
+Â
+
+Â
+
+
+
+Â
+
+To freeze one or several entities, you need to provide your login
+password and save.
+
+
+**Rules for freezing**
+
+Â
+
+1. **Freeze Space only**
+
+[TABLE]
+
+Â
+
+Â
+
+1. **Freeze Project only**
+
+Â
+
+Â
+
+[TABLE]
+
+Â
+
+Â
+
+**3. Freeze Experiment/Collection only**
+
+Â
+
+Â
+
+[TABLE]
+
+Â
+
+Â
+
+**4. Freeze Object only**
+
+Â
+
+Â
+
+[TABLE]
+
+Â
+
+Â
+
+Â
+
+**5. Freeze Dataset only **
+
+
+Â
+
+[TABLE]
+
+
+Updated on April 25, 2023
+
+## Navigation menu
+
+[](# "Print this article")
+
+Â
+
+openBIS 20.10.6 features a new navigation menu.
+
+Â
+
+
+
+Â
+
+This has the following functionalities:
+
+Â
+
+**1.Filter**. You can filter the menu by names or codes.
+
+Â
+
+
+
+Â
+
+Â
+
+**2. Root nodes**. If you do not want to navigate the full menu, but
+only a section of it, you can set the section you want to navigate as
+root node, by clicking the icon shown in the picture below.
+
+Â
+
+
+
+Â
+
+This now becomes the root node, as shown below. To restore the full menu
+view, you can click on the root node icon shown below.
+
+Â
+
+
+
+**3. Sorting**. The default sorting of the menu is in alphabetical. It
+is now possible to sort separately individual sections of the menu
+(*ELN, Inventory, Stock*) and individual nodes inside those sections. It
+is possible to do a custom sorting by moving around (drag&drop) entities
+in the menu. Please note that this is only possible inside a given
+level, i.e. you can re-organise *Objects* inside a
+*Collection/Experiment*; *Collections/Experiments* inside a *Project*;
+*Projects* inside a *Space*. However, you cannot move entities from one
+level to another, i.e. you cannot move an *Object* to a different
+*Collection/Experiment*; a *Collection/Experimen*t to a different
+*Project*; a *Project* to a different *Space*. This can only be done
+from the **Move** option under the **More..** dropdown menu in the
+forms.
+
+Â
+
+
+
+Â
+
+Â
+
+
+
+Â
+
+Â
+
+**4. Collapse/Expand.** The full menu or individual nodes can be
+expanded or collapsed, with the button shown below.
+
+Â
+
+Â
+
+
+
+Â
+
+Â
+
+**5. Scroll to selected node**. In some cases, the view in the main ELN
+page does not correspond to an entry selected in the menu. You can
+scroll to the selected node in the menu, using the button shown below.
+
+Â
+
+
+
+Â
+
+The state of the menu is saved. Every time you change something in the
+menu, this change will be saved and when you login next time you will
+see the menu in the state you last saved it.
+
+Updated on April 26, 2023
+
+## Custom Imports
+
+[](# "Print this article")
+
+Â
+
+From openBIS version 20.10.4, Custom Imports, previously available only
+in the core UI, are available in the ELN UI.
+
+Â
+
+Custom imports allow users to import metadata in a custom way, by using
+a dropbox script in the background. You can use this if you want to
+parse a file in a given format and import the information from this file
+as metadata in openBIS.
+
+Â
+
+Custom imports are not available by default, but need to be enabled on
+the server side by a *system admin*, and a dropbox script needs to be
+associated with an import (see [Custom
+Imports](https://unlimited.ethz.ch/display/openBISDoc2010/Custom+Import)).
+
+Â
+
+If one or more custom imports are configured in openBIS, the **Custom
+Import** option is available under the **Utilities** in the **main
+menu**.
+
+The available custom imports can be selected from the **Custom Import
+Service** drop down menu in the Custom Import page (see below)
+
+
+
+Â
+
+Â
+
+If the available custom import provides a template that can be used as
+input for the import, the template will be available to download from
+the Custom Import page.
+
+Â
+
+
+
+Â
+
+If the custom import is not configured to provide a template, no
+download link is shown in the Custom Import page.
+
+Â
+
+
+
+Â
+
+Updated on April 26, 2023
+
+## Entity history
+
+[](# "Print this article")
+
+Â
+
+Whenever an entity of type *Collection/Experiment*, *Object* or
+*Dataset* is modified in openBIS, the changes are stored in the
+database. The stored changes are modifications to property fields,
+addition and deletion of parents/children for *Objects* and *Datasets*,
+changes of *Space/Project/Experiment/Object* ownership if an entity is
+moved.
+
+The **History** of changes of each entity is now available in the ELN
+UI. In versions prior to openBIS 20.10.3 this was only available in the
+core UI.
+
+Â
+
+Â
+
+### History table for Collections
+
+Â
+
+In a *Collection* page, the **History** can be accessed from the
+**More..** dropdown list.
+
+Â
+
+
+
+Â
+
+The **History** table shows the version number of the changes, the
+author of the changes, the changes made (with the values before- in red,
+and after the change – in green), and the timestamp, i.e. the time when
+the changes were made.
+
+Â
+
+For a *Collection*, the **PermID** (Permanent Identifier) of the
+*Project* it belongs to is shown. If a *Collection* is moved from one
+*Project* to another, the PermID of the old and new *Projects* are shown
+in the history table.
+
+Â
+
+Â
+
+
+
+Â
+
+The **show** option in **Full Document** shows the full metadata of the
+entry (not only the changed fields) when changes were applied. This is
+displayed in JSON format.
+
+Â
+
+
+
+Â
+
+Â
+
+### History table for Objects
+
+Â
+
+For every *Object*, the history of changes can be accessed from the
+**More..** dropdown on the *Object*Â page.
+
+Â
+
+
+
+Â
+
+Â
+
+For an *Object*, the **PermID** (Permanent Identifier) of the
+*Collection* it belongs to is shown. If an *Object*Â is moved from one
+*Collection* to another, the PermID of the old and new *Collections* are
+shown in the history table.
+
+Â
+
+### History table for Datasets
+
+Â
+
+For every dataset, the history of changes can be accessed from the
+**More..** dropdown on the *Dataset*Â page.
+
+Â
+
+
+
+Â
+
+For a *Dataset*, the **PermID** (Permanent Identifier) of the
+*Object*/*Collection* it belongs to is shown. If a*Â Dataset* is moved
+from one *Object*/*Collection* to another, the PermID of the old and new
+*Objects*/*Collections* are shown in the history table.
+
+Updated on November 10, 2022
diff --git a/docs/user-documentation/general-users/barcodes.md b/docs/user-documentation/general-users/barcodes.md
new file mode 100644
index 0000000000000000000000000000000000000000..d6e2b9812ab3d04cd15ea95e59bddaca70dfb0bd
--- /dev/null
+++ b/docs/user-documentation/general-users/barcodes.md
@@ -0,0 +1,134 @@
+Barcodes
+====
+
+
+[](# "Print this article")
+
+Â
+
+
+
+## Printers
+
+There are several manufacturers of printers and different kinds of
+barcodes and paper to adapt to different use cases. Most manufacturers
+have their own proprietary printer driver and language for labels.
+
+To allow freedom of choice for the barcode printer, the openBIS ELN-LIMS
+allows to configure both the type of barcodes and the layout and size of
+the labels. openBIS uses this information to produce a PDF document,
+thus having as single requirement that the printer driver used allows to
+print PDF documents using applications such as Adobe Acrobat Reader or
+Preview (Mac).
+
+Â
+
+### Printer Configuration
+
+There are different types of printer drivers. The two types we can
+define as generic are **PS** (PostScript) (recommended) and **PCL**
+(Printer Command Language). Printers with these drivers are likely to
+print PDF documents and other types of documents with embedded fonts,
+images, etc…
+
+The printer paper type needs to be configured for each printer. Two
+layouts are supported:
+
+- **Split**: The PDF will contain separate pages with each barcode.
+- **Continuous**: The PDF will contain a continuous layout with the
+ barcodes. More uncommon for this applications.
+
+The printer paper size needs to be configured for each printer. It is
+possible to indicate the size of the barcode, so it can fit.
+
+Â
+
+### Printer testing
+
+We provide two example documents that can be used to test the printer.
+
+Â
+
+- Split barcodes example PDF:
+ [printer-test-code128-split-50-15](https://openbis.ch/wp-content/uploads/2021/08/printer-test-code128-split-50-15.pdf)
+- Continuous barcodes example PDF:
+ [printer-test-code128-continuous-50-15](https://openbis.ch/wp-content/uploads/2021/08/printer-test-code128-continuous-50-15.pdf)
+
+Â
+
+Please consider that these examples likely do not correspond to the
+particular paper size of the printer being evaluated and as such the
+barcodes may look squashed. In order to obtain optimal results, the
+paper size would need to be configured. However, for the test it is
+enough to verify that the printer can print those files.
+
+Â
+
+
+
+### Printer Advice before purchasing
+
+Before purchasing a printer, we recommend to check with the manufacturer
+that the barcode printer provides a general driver and that it can print
+one of the documents provided as example above.
+
+Â
+
+### Tested Printers
+
+- Zebra ZD420
+
+Â
+
+
+## Scanners
+
+There are several manufacturers of barcode scanners. In most cases
+scanners act as a keyboard for the computer, so when the barcode scanner
+scans a barcode it will type whatever has been scanned.
+
+Â
+
+### Scanner Configuration
+
+The scanner keyboard layout should be the same as the computer used. If
+not this could cause problems if there are any special characters.
+
+Â
+
+### Scanner testing
+
+Open a notepad and scan the barcodes provided in the examples below. The
+scanner should read them and type the correct output.
+
+Â
+
+- Barcode Code 128.
+ [scanner-test-code128-50-15](https://openbis.ch/wp-content/uploads/2021/08/scanner-test-code128-50-15.pdf).
+ This should give as output “20210720122856003-454071†without
+ quotes.
+- Barcode QR Code.
+ [scanner-test-qrcode-50-50](https://openbis.ch/wp-content/uploads/2021/08/scanner-test-qrcode-50-50.pdf).
+ This should give as output “20210720122856003-454071†without
+ quotes.
+- Barcode Micro QR Code.
+ [scanner-test-microqrcode-30-30](https://openbis.ch/wp-content/uploads/2021/08/scanner-test-microqrcode-30-30.pdf).
+ This should give as output “20210720122856003-454071†without
+ quotes.
+
+Â
+
+
+### Scanner Advice before purchasing
+
+Before purchasing a scanner, ensure that the barcode scanner provides a
+keyboard driver and ask the manufacturer’s support to scan the examples
+above.
+
+Â
+
+### Tested Scanners
+
+- Honeywell 1902G-BF
+
+Updated on July 27, 2022
diff --git a/docs/user-documentation/general-users/data-archiving.md b/docs/user-documentation/general-users/data-archiving.md
new file mode 100644
index 0000000000000000000000000000000000000000..5e402ebe577dab3737054169aa646c19243a5a91
--- /dev/null
+++ b/docs/user-documentation/general-users/data-archiving.md
@@ -0,0 +1,96 @@
+# Data archiving
+
+[](# "Print this article")
+
+Â
+
+## Dataset archiving
+
+Â
+
+openBIS supports archiving of datasets to Strongbox
+([https://www.strongboxdata.com/](https://www.strongboxdata.com/)) as
+described in [Datasets
+Archiving](https://unlimited.ethz.ch/display/openBISDoc2010/Archiving+Datasets)
+
+Â
+
+This needs to be set up and configured by a *system admin*.
+
+Â
+
+To trigger archiving manually from the ELN, navigate to a dataset and
+use the *Request or disallow archiving* button, as shown below.
+
+Â
+
+
+
+Â
+
+Â
+
+Â
+
+Please note that the strongbox has a minimum size requirement of
+**10GB**. If a single dataset is below this threshold it will be queued
+for archiving and it will be archived only when additional datasets in
+the same *Space/Project/Experiment* are selected for archiving and the
+minimum size is reached. All datasets are bundled together and archived
+together. This implies that if unarchiving is requested for one dataset
+in a bundle, all other datasets will also be unarchived.
+
+Â
+
+### Dataset archiving helper tool
+
+Â
+
+If you wish to archive multiple datasets, you can use the **Archiving
+Helper** tool under **Utilities** in the main menu. You can search for
+datasets and select multiple ones to be archived, by clicking the
+**Request Archiving** button on the top of the page.
+
+Â
+
+
+
+It is possible to search datasets by size, by selecting *Property* in
+the **Field Type**, *Size (bytes)\[ATTR.SIZE\]*Â in the **Field Name**
+and the desired **Comparator Operator**, as shown below.
+
+Â
+
+
+
+## Dataset unarchiving
+
+Â
+
+Once the dataset is archived on tapes, the button on the dataset page
+changes to **Unarchive**, as shown below. Datasets can be unarchived by
+using this button.
+
+Â
+
+
+
+Â
+
+Â
+
+
+### Dataset unarchiving helper tool
+
+Â
+
+To unarchive several datasets it is possible to use the **Unarchiving
+Helper** tool, under **Utilities** in the main menu, as shown below. You
+can search for datasets and select multiple ones to be unarchived, using
+the **Unarchive** button on tope of the page.
+
+Â
+
+
+
+Updated on April 25, 2023
diff --git a/docs/user-documentation/general-users/data-export.md b/docs/user-documentation/general-users/data-export.md
new file mode 100644
index 0000000000000000000000000000000000000000..cbad0587068d7e5a4776b55ed88b9db4997bc02a
--- /dev/null
+++ b/docs/user-documentation/general-users/data-export.md
@@ -0,0 +1,198 @@
+Data Export
+====
+
+## Export to File
+
+[](# "Print this article")
+
+
+### Export Lab Notebooks
+
+
+All levels of the *Lab Notebook* and *Inventory* can be exported, using
+the 2 export options in the **More..** drop down, as shown below. It is
+possible to export metadata only, or metadata and data (up to 10 GBs).Â
+
+Â
+
+
+
+Â
+
+Â
+
+In this way, users can export their complete lab notebook with all data
+contained in it. Everything is exported to a zip file, which maintains
+the same structure used in openBIS. Each folder contains several file
+formats (*.txt, .html, .json, .docx*) with the metadata of the
+corresponding *Project, Experiment, Object and Datasets* (see below).
+
+Â
+
+
+
+
+A link to download the zip file is sent via email to the user. Email
+notification needs to be configured by a *system admin* during or after
+installation, as explained in [Configure Data Store
+Server](https://unlimited.ethz.ch/display/openBISDoc2010/Installation+and+Administrators+Guide+of+the+openBIS+Data+Store+Server)
+[.](https://wiki-bsse.ethz.ch/display/openBISDoc1906/Installation+and+Administrators+Guide+of+the+openBIS+Data+Store+Server)
+
+
+In a similar way, it is possible to export *Projects*, *Experiments,
+Objects, Dataset*s.
+
+### Export Builder
+
+
+It is also possible to export the content of openBIS using the
+**Export** **to ZIP** under **Exports** in the **Utilities** main menu.
+Â Here users can select items from different *Spaces* and export them by
+clicking the **Export Selected** button.
+
+Â
+
+Also in this case, a link to download the data is sent to the user via
+email, as described above.
+
+Â
+
+Â
+
+
+
+Updated on April 25, 2023
+
+## Export to Zenodo
+
+[](# "Print this article")
+
+
+Currently openBIS offers an integration with the **Zenodo** data
+repository ([https://zenodo.org/).](https://zenodo.org/)
+
+
+This enables data direct data transfer from openBIS to Zenodo. First of
+all the connection to Zenodo needs to be configured by a *system admin*
+in the DSS service.properties (see [How to configure the openBIS
+DSS)](https://unlimited.ethz.ch/display/openBISDoc2010/Installation+and+Administrators+Guide+of+the+openBIS+Data+Store+Server)
+If this is configured, a lab manager, who has admin rights for the
+**Settings,** needs to enable it in the ELN, as explained in [Enable
+Transfer to Data
+Repositories](https://openbis.ch/index.php/docs/admin-documentation-openbis-19-06-4/enable-transfer-to-data-repositories/)**.**
+
+### Create Zenodo Personal Access Token
+
+
+In order to be able to export data to Zenodo, you need a valid Zenodo
+account. You also need to create a **personal access token.** This can
+be done from the **Applications** under **Settings** in Zenodo, as shown
+below:
+
+
+
+### Save Zenodo Personal Access Token in openBIS
+
+
+After creating the personal access token in Zenodo, this needs to be
+stored in openBIS, with the following procedure:
+
+1. Go to **User Profile** under **Utilities** in the main menu.
+2. Enable editing.
+3. Add the personal access token from Zenodo.
+4. **Save.**
+
+Â
+
+
+
+
+### Export data to Zenodo
+
+
+To export data to Zenodo:
+
+1. Go to **Exports** -> **Export to Zenodo** under **Utilities** in
+ the main menu.
+2. Select the data you want to export from the menu.
+3. enter a **Submission** **Title.**
+4. Click **Export Selected** on top of the export form.
+5. The selected data are transferred as a zip file to Zenodo. You are
+ now redirected to Zenodo, where you should fill in additional
+ metadata information.
+6. Publish the entry in Zenodo.
+
+Â
+
+
+
+Â
+
+Â
+
+After you hit the **Publish** button in Zenodo, a new entry with the
+details of this submission will be created in the **Publications**
+folder in the **Inventory**. Please note that this may take a few
+minutes.
+
+Â
+
+
+
+Updated on April 25, 2023
+
+## Export to ETH Research Collection
+
+[](# "Print this article")
+
+Â
+
+The [ETH Research Collection](https://www.research-collection.ethz.ch/)
+is a FAIR repository for publications and research data provided by ETH
+Zurich to its scientists.
+
+Â
+
+Data can be uploaded to the ETH Research Collection **only by members of
+ETH Zurich**. This export feature is only available to ETHZ members.
+
+Â
+
+To export data to the ETH Research Collection:
+
+
+
+1. Go to **Utilities** -> **Exports** -> **Export to Research
+ Collection**.
+2. Select what to export from the tree.
+3. Select the **Submission Type** from the available list: *Data
+ collection, Dataset, Image, Model, Sound, Video, Other Research
+ Data*.
+4. Select the **Retention Period** that will be used in the ETH
+ Research Collection: *10 years, 15 years, indefinite.* This is time
+ for which the data will be preserved in the Research Collection.
+5. Click the **Export Selected** button on top of the page.
+6. The selected data are transferred as zip file to the ETH Research
+ Collection. You will be redirected to the ETH Research Collection
+ and will need to complete the submission process there.
+
+Â
+
+
+
+Â
+
+A new entry with the details of this submission will be created in the
+**Publications** folder in the **Inventory** after the submission
+process in complete. This may take a few minutes.
+
+Â
+
+The size limit for one single export to the ETH Research Collection is
+10GB.
+
+Â
+
+Â
+
+Updated on April 25, 2023
diff --git a/docs/user-documentation/general-users/data-upload.md b/docs/user-documentation/general-users/data-upload.md
new file mode 100644
index 0000000000000000000000000000000000000000..8809b54d753baf9bca6a01d224c009c4d78dfdce
--- /dev/null
+++ b/docs/user-documentation/general-users/data-upload.md
@@ -0,0 +1,284 @@
+Data Upload
+====
+
+## Data upload via web UI
+
+[](# "Print this article")
+
+Â
+
+Â To upload data via the web interface:
+
+Â
+
+1.Click the **Upload** button in the form, as shown below.
+
+
+
+2\. Select the dataset type (e.g. Attachment).
+
+3\. Fill in the relevant fields in the form. It is advisable to always
+enter a **Name**, because this is shown in the menu. If the name is not
+provided, the dataset code is shown.
+
+4\. Drag and drop files in the **Files** **Uploader** area or browse for
+files.
+
+5\. When uploading a zip file, the option to **uncompress before
+import** will be presented in the form.
+
+6\. **Save.** Â
+
+Â
+
+
+
+Â
+
+**Note for MacOS users:Â **the default MacOS archiver generates hidden
+folders that become visible in openBIS upon unarchive. To avoid this
+there are two options:
+
+1. Zip using the following command on the command-line: *zip -r
+  folder-name.zip folder-name/\* -x “\*.DS\_Storeâ€*
+2. Use an external archiver (e.g. Stuffit Deluxe).
+
+Updated on March 23, 2023
+
+## Data upload via dropbox
+
+[](# "Print this article")
+
+Â
+
+Web upload of data files is only suitable for files of limited size (few
+GB). To upload larger data, openBIS uses dropbox scripts that run in the
+background (see
+[Dropboxes](https://unlimited.ethz.ch/display/openBISDoc2010/Dropboxes)).
+A default dropbox script is provided with the openBIS ELN-LIMS plugin,
+and the dropbox folder needs to be set up by a *system admin*.
+
+If this is available, users need to organise their data in a specific
+way:
+
+Â
+
+**Folder 1**
+
+**Â Â Â Â Â Data** (can be single files or folders)
+
+Â
+
+**Folder 1** needs to have a specific name that encodes the information
+of where the data should be uploaded to openBIS.
+
+The name of **Folder 1** can be generated from the ELN interface:
+
+Â
+
+1. From the page where you want to upload data, select **Dataset upload
+ helper tool for eln-lims dropbox** from the **More…** dropdown and
+ follow the instructions on screen.
+
+Â
+
+
+
+Â
+
+2\. Select:
+
+1. The dataset type from the list of available types (mandatory);
+2. Enter the name of your dataset (optional, but recommended);
+3. Copy the generated name of the folder using the copy to clipboard
+ icon.
+
+Â
+
+
+
+Â
+
+3\. In your finder/explorer, create a new folder and paste the name you
+copied from openBIS. Place your data in this folder.
+
+Â
+
+
+
+Â
+
+4\. Place this folder containing your data inside the
+**eln-lims-dropbox** folder. openBIS continuously monitors this folder
+and when data are placed here, they are **moved** to the final storage.
+The move happens after a predefined (and customisable) inactivity period
+on the eln-lims-dropbox folder.
+
+Â
+
+## Dropbox with markerfile
+
+Â
+
+In case of uploads of data >100GB we recommend to configure the
+**eln-lims-dropbox-marker**. The set up and configuration need to be
+done by a *system admin*. The process of data preparation is the same as
+described above, however in this case the data move to the openBIS final
+storage only starts when a markerfile is placed in the
+eln-lims-dropbox-marker folder. The marker file is an empty file with
+this name: Â **.MARKER\_is\_finished\_<folder-to-upload-name>.
+**Please note the “.†at the start of the name, which indicates that
+this is a hidden file. This file should also not have any extension. For
+example, if the folder to be uploaded has the following name:
+
+Â
+
+O+BARILLAC+PROJECT\_1+EXP1+RAW\_DATA+test
+
+Â
+
+The marker file should be named:
+
+Â
+
+.MARKER\_is\_finished\_O+BARILLAC+PROJECT\_1+EXP1+RAW\_DATA+test
+
+
+Â
+
+Â
+
+
+### **How to create the Marker file in Windows**
+
+Â
+
+You can create the Marker file in Windows using a text editor such as
+**Editor**. Any other text editor will also work.
+
+1. open **Editor.**
+2. Save the file with a name such as
+ .*MARKER\_is\_finished\_O+BARILLAC+PROJECT\_1+EXP1+RAW\_DATA+test.*
+3. The file is automatically saved with a “.txt†extension. This needs
+ to be removed.
+4. Use the *Rename* option to remove the extension from the file.
+
+Â
+
+
+### **How to create the Marker file on Mac**
+
+Â
+
+If you are not familiar with the command line, you can create an empty
+text file using for example the **TextEdit** application in a Mac. Any
+other text editor will also work.
+
+1. Open the **TextEdit** application and save an empty file with a name
+ such as
+ *.MARKER\_is\_finished\_O+BARILLAC+PROJECT\_1+EXP1+RAW\_DATA+test*.
+2. Save to any format.
+3. You will get a message to say that files starting with “.†are
+ reserved for the system and will be hidden. Confirm that you want to
+ use “.â€
+4. To show these hidden files, open the Finder and press **Command +
+ Shift + . (period)**.
+5. The file you saved before has an extension, that needs to be
+ removed. If the extension is not shown in your Finder, go to Finder
+ > Preferences menu, select the Advanced tab, and check the “Show
+ all filename extensions†box.
+6. Remove the extension from the file.
+
+Â
+
+## Dropbox monitor
+
+Â
+
+It is possible to check the status of the upload via dropbox using the
+**Dropbox Monitor** under **Utilities** in the main menu.
+
+The Dropbox Monitor shows a table with all available dropboxes for a
+given openBIS instance. By default, *default-dropbox, eln-lims-dropbox
+and eln-lims-dropbox-marker* are shown.
+
+If data are uploaded in a dropbox folder, users can see the status of
+the data upload in the table. A red face in the column **Last Status**
+indicates a failure of data import, a green face indicates successful
+data import.
+
+Â
+
+
+
+Â
+
+If you click on the row of the table above, you can see the details of
+every upload attempt for a given dropbox, as shown below. For failures,
+the log with the error is shown.
+
+Â
+
+
+
+Â
+
+## Registration of metadata for datasets via dropbox
+
+Â
+
+Starting from openBIS version 20.10.2, the default eln-lims dropbox
+supports the registration of metadata for datasets. The metadata needs
+to be provided in a file called **metadata.json.** This file should be
+placed inside the folder with the openBIS-generated name described
+above, together with the data. This is shown in the example below.
+
+O+BARILLAC+PROJECT\_1+EXP1+RAW\_DATA+test
+
+is the folder with the openBIS-generated name. Inside this folder there
+is the metadata.json file, and the data, which consists of a few files
+and 2 folders.
+
+
+
+Â
+
+Â
+
+For example, the metadata.json file for the default RAW\_DATA dataset
+type would be:
+
+{ “properties†:
+
+{ “$NAME†: “my raw dataâ€,
+
+“NOTES†: “This is a test for metadata upload via dropbox†}
+
+}
+
+Â
+
+It is possible to download the template metadata.json file for each
+dataset type from the **Other Tools** section under the **Utilities** in
+the main menu.
+
+Â
+
+
+
+Â
+
+
+
+Â
+
+In **Other Tools**, there is also the **Show available storage space**
+button, which shows the available storage space on the openBIS instance.
+This is helpful in calculating how much space one might require for
+future data upload, especially large data.
+
+Â
+
+
+
+Updated on April 26, 2023
diff --git a/docs/user-documentation/general-users/general-overview.md b/docs/user-documentation/general-users/general-overview.md
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@@ -0,0 +1,51 @@
+# General Overview
+
+[](# "Print this article")
+
+
+The openBIS platform has three primary functionalities:
+
+
+1. **Inventory management** of laboratory samples, materials,
+ protocols, equipment.
+2. **Laboratory notebook**, to document lab experiments.
+3. **Data management**, to store all data related to lab experiments
+ (raw, processed, analysed data, scripts, Jupyter notebooks, etc.).
+
+
+It is possible to use all functionalities or only selected ones.
+
+Â
+
+In the most general use-case, the **Inventory** is shared by all lab
+members, so everyone can access information about available lab
+materials and regularly used protocols.Â
+
+In addition, every lab member has a personal folder in the **Lab
+notebook**, where to organise projects and experiments. This folder can
+be shared with other lab members or collaborators with openBIS access.
+Experimental steps described in the lab notebook can be linked to
+protocols and samples stored in the inventory. Experimental steps can
+also be linked to each other.
+
+**Data** of any sort can be attached to the corresponding Experimental
+step in different ways, depending on the size.
+
+Data can be exported to data repositories, such as
+[Zenodo](https://zenodo.org/) or the [ETH Research
+Collection](https://www.research-collection.ethz.ch/) (for ETHZ users
+only).
+
+
+This allows to have the complete overview of workflows and information,
+from initial data generation to data analysis and publication.
+
+
+The openBIS ELN interface can be accessed via a URL of this type:
+**https://openbis-xxx/openbis/webapp/eln-lims/**
+
+
+where *openbis-xxx* is the name of the server specified in the openBIS
+configuration file, during the installation by a system admin.
+
+Updated on July 28, 2022
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new file mode 100644
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--- /dev/null
+++ b/docs/user-documentation/general-users/index.rst
@@ -0,0 +1,18 @@
+General Users
+=============
+
+.. toctree::
+ :maxdepth: 4
+
+ general-overview
+ inventory-of-materials-and-methods
+ managing-storage-of-samples
+ barcodes
+ lab-notebook
+ data-upload
+ data-export
+ data-archiving
+ search
+ additional-functionalities
+ managing-lab-stocks-and-orders-2
+ tools-for-analysis-of-data-stored-in-openbis
diff --git a/docs/user-documentation/general-users/inventory-of-materials-and-methods.md b/docs/user-documentation/general-users/inventory-of-materials-and-methods.md
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--- /dev/null
+++ b/docs/user-documentation/general-users/inventory-of-materials-and-methods.md
@@ -0,0 +1,666 @@
+Inventory Of Materials And Methods
+====
+
+## Customise Collection View
+
+[](# "Print this article")
+
+Â
+
+It is possible customise the view of *Collections* in the ELN.
+
+The default *Collection* can have a **Form View** or a **List View**.
+Depending on this selection, the collection view will be different.
+
+Â
+
+
+
+Â
+
+Â
+
+**Form View:** This shows the metadata of the *Collection* along with
+the table of objects. This view is useful when a user wants to see
+specific metadata for a *Collection*.
+
+
+
+Â
+
+If you do not see the table with the Objects in the form, you need to
+enable this by selecting **Show Objects** from the **More..** dropdown
+
+Â
+
+
+
+Â
+
+**List View:Â **The metadata of the *Collection* is not shown in this
+view, but only the table of objects is shown.
+
+Â
+
+
+
+Â
+
+In this case a user would need to click on **More..**, and **Edit**
+**Collection** in order to see the metadata and be able to edit the
+*Collection*.
+
+Â
+
+
+
+Updated on April 25, 2023
+
+## Register single entries in a Collection
+
+[](# "Print this article")
+
+Â
+
+Â
+
+In this example, we will see how to register one *Object* of type
+**Sample** in the **Raw Samples** *Collection.* The same procedure
+should be followed to register any other *Object* in other
+*Collections*.
+
+Â
+
+1. Click on the **Raw Samples** *Collection* folder in the main menu.
+2. Click the **+ New Sample ** in the main page
+3. Fill in the form
+4. **Save**
+
+Â
+
+Please note that the *Object type* shown in the **+New** button (in this
+case **Sample**), is what is defined as *default object type* for the
+*Collection*. If this is missing in the *Collection,* the button will
+not be present.
+
+Â
+
+
+
+Â
+
+To register a different object type in the Collection:
+
+Â
+
+1. Select **New Object** from the **More** drop down menu (as shown
+ below)
+2. Select the relevant *Object type* from the list *(Sample,* in this
+ case*).*
+3. Fill in the form
+4. **Save**
+
+Â
+
+
+
+Updated on April 25, 2023
+
+## Batch register entries in a Collection
+
+[](# "Print this article")
+
+Â
+
+It is possible to register several samples at once via file upload. Two
+methods are currently available:
+
+1. Batch registration via Excel template file (XLS Batch Register
+ Objects)
+2. Batch registration via TSV template file (TSV Batch Register
+ Objects)
+
+Â
+
+
+
+
+
+In openBIS versions prior to 20.10.6, the XLS batch registration is not
+recommended to register several hundreds of entries. The use of the TSV
+batch upload to register several hundreds of entries is recommended in
+those cases.
+
+Â
+
+## Batch registration via Excel template fileÂ
+
+Â
+
+To register several entries of the same type with an Excel file:
+
+1. Navigate to the relevant collection (e.g.**Â Samples**).
+2. Select **XLS Batch Register Object*****s*** from the
+ **More***Â *drop-down menu (see figure above)
+3. Download the **template** file and fill in the relevant information.
+ (Example file:
+ [SAMPLE-COLLECTION-REGISTRATION-SAMPLE-STORAGE\_POSITION-template](https://openbis.ch/wp-content/uploads/2022/02/SAMPLE-COLLECTION-REGISTRATION-SAMPLE-STORAGE_POSITION-template-2.xlsx))
+4. Upload the file.
+
+Â
+
+#### **Codes**
+
+Â
+
+In most cases, *Object* types have the option to auto-generate codes set
+to true in the admin UI. In this case, openBIS automatically generates
+codes and identifiers when *Objects* are registered. If that is not the
+case, the code needs to be manually entered by the users in the Excel
+template. The current template does not have a **Code** column. This can
+however be manually added if codes should be provided by the user and
+not automatically generated by openBIS. If codes should be manually
+entered and are missing, openBIS will show the error message
+“*UserFailureExceptionmessage: Code cannot be empty for a non auto
+generated code.*â€Â
+
+Â
+
+#### **Controlled vocabularies**
+
+Â
+
+For Controlled Vocabularies fields, i.e. fields with a drop down menu,
+you can enter either the **code** or the **label** of the terms in the
+Excel file.
+
+Please note that codes are not case-sensitive, but labels are.
+
+Codes and labels of vocabulary terms can be seen under
+**Utilities -> Vocabulary Browser**.
+
+Â
+
+#### Assign parents
+
+Â
+
+1. **Assign already existing parents**
+
+Â
+
+If the parents you want to assign to your Objects are already registered
+in openBIS, in the **Parents** column of the Excel file, you can assign
+the relationship, by providing the identifier of the parent (i.e. /SPACE
+code/PROJECT code/OBJECT code). If you want to add multiple parents to
+one Object, every identifier should be in a new line in the
+corresponding Excel cell. A new line in an Excel cell is entered with
+the keyboard shortcuts **Alt** + **Enter.**
+
+Example file:
+[SAMPLE-COLLECTION-REGISTRATION-ANTIBODY-STORAGE\_POSITION-template](https://openbis.ch/wp-content/uploads/2022/02/SAMPLE-COLLECTION-REGISTRATION-ANTIBODY-STORAGE_POSITION-template-1.xlsx)
+
+Â
+
+** Note:** no other separators (e.g “,†or “;â€) should be used,
+otherwise an error will be thrown.
+
+Â
+
+**2. Register Objects and assign parents in the same batch registration
+process. **
+
+Â
+
+If you want to register a few *Objects* and at the same time establish a
+parent-child relationship between some of them, you can do so by using
+the **$** and **Parents** columns. In the example below we want to
+register 2 *Objects*, antibody 1 and antibody 2. We want to assign
+antibody 1 as parent of antibody 2. In the **$ column** corresponding to
+antibody 1 we need to enter numbers or letters proceeded by the $ symbol
+(i.e. $1, or $parent1). In the **Parents** column of antibody 2, we need
+to use the same value used in the **$ column** for antibody 1.
+
+Â
+
+
+
+Â
+
+#### Date format
+
+For date fields, the expected format is YYYY-MM-DD.
+
+Â
+
+### Register storage positions and samples in the same XLS file
+
+Â
+
+A **sample** and its **storage** **position** can be registered
+together, as shown in the template provided above:
+
+Â
+
+- The info in the **$** column of the **sample** spreadsheet should
+ match the **Parents** column in **Storage Positions** spreadsheet.
+ In the $ column you can enter numbers or letters proceeded by the $
+ symbol (i.e. $1, $2 or $parent1, $parent2)**.**
+
+Â
+
+## Batch registration via TSV template file
+
+Â
+
+1. Select **TSV** **Batch Register Object*****s***Â from the
+ **More***Â *drop-down menu
+2. Select the *Object* type (E.g. Sample or Storage)
+3. Download the **template** file and fill in the relevant information
+4. Upload the file
+
+**Â **
+
+### **Rules to follow to fill in the template .tsv file**
+
+Â
+
+1. **Identifiers**:
+ 1. Identifiers are given by **/SPACE code/PROJECT code/OBJECT
+ code**, e.g **/MATERIALS/EQUIPMENT/INS1**. Users can provide
+ their own identifiers, or these can be automatically generated
+ by openBIS.
+ 2. To have identifiers automatically generated by openBIS,
+ completely remove the **identifier** column from the file.
+2. **Lists**. In fields that have lists to choose from (called
+ **Controlled Vocabularies**), the code of the term needs to be
+ entered. Term codes can be seen under **Utilities -> Vocabulary
+ Browser**.
+3. **Parents**. Use the following syntax to enter parents:
+ **identifier1, identifier2, identifier3.**
+4. **Parents annotations**. Use the following syntax to annotate
+ parents:
+ **identifier:xxx;COMMENTS:xxxx\identifier:yyy;COMMENTS:yyyy**. Where
+ **COMMENTS** is the property used for the annotation in this case
+ (to be replaced with the actual property used).
+5. **Date fields**. The expected syntax for dates is YYYY-MM-DD.
+
+
+## Advantages of XLS batch registration vs the old batch registration
+
+Â
+
+1. XLS batch registration uses labels instead of codes in the column
+ headers in the template file.
+2. Fields which are Controlled Vocabularies can use labels instead of
+ codes.
+3. The template can be used as it is, and no modifications are
+ necessary by removing the identifier column, as it was in case of
+ the old batch registration.
+4. Upload of samples and storage positions can now be performed using
+ single template file.Â
+
+Â
+
+The *old* batch register mode is being maintained for backward
+compatibility and will be phased out.Â
+
+Â
+
+Â
+
+Updated on April 25, 2023
+
+## Batch register entries in several Collections
+
+[](# "Print this article")
+
+Â
+
+It is possible to batch register *Objects* that belong to different
+*Collections*.
+
+This can be done from the **Object Browser** page, under **Utilities**.
+Two options are available:
+
+Â
+
+1. **XLS Batch Register Objects**: batch registration via Excel
+ template file.
+2. **TSV Batch Register Objects**: batch registration via .tsv template
+ file.
+
+Â
+
+
+
+Â
+
+### XLS Batch Register Objects
+
+Â
+
+This option for batch registration is available since openBIS version
+20.10.3. It allows to register *Objects* of different types to multiple
+*Collections*.
+
+You can select which types you want to register from the list of
+available types.
+
+
+
+Â
+
+You can then download the template that will allow you to register
+*Objects* of the selected types to single or multiple *Collections*. The
+*Space, Project, Collection* need to be entered in the file. The
+complete path for *Projects* and *Collections* need to be used, as shown
+in this example file:
+[SAMPLE-GENERAL-REGISTRATION-EXPERIMENTAL\_STEP-MASS\_MEASUREMENT-SAMPLE-template](https://openbis.ch/wp-content/uploads/2022/03/SAMPLE-GENERAL-REGISTRATION-EXPERIMENTAL_STEP-MASS_MEASUREMENT-SAMPLE-template.xlsx)
+
+Â
+
+### TSV Batch Register Objects
+
+Â
+
+The batch registration via .tsv file allows to batch register only one
+type of *Object* at a time. *Objects* however can be registered to
+several *Collections*.
+
+This batch upload method is kept for backward compatibility, but it will
+be phased out.
+
+Â
+
+
+
+Â
+
+In this case, if *Objects* are to be registered to multiple
+*Collections*, an **identifier** for the *Objects* needs to be provided,
+as shown below. This is not the case with the XLS batch registration,
+where identifiers can be automatically generated by openBIS.
+
+Â
+
+
+
+Â
+
+Updated on April 25, 2023
+
+## Batch update entries in a Collection
+
+[](# "Print this article")
+
+Â
+
+It is possible to modify the values of one or more fields in several
+objects simultaneously via batch update. This can be done in two ways:
+
+Â
+
+1. **XLS Batch Update Objects**
+2. **TSV Batch Update Objects**
+
+Â
+
+Â
+
+### XLS Batch Update Objects
+
+Â
+
+1. Navigate to the relevant collection (e.g. **Raw Samples**).
+2. In the Collection table, from the **Columns,** select **Identifier**
+ and the field(s) you want to update (e.g. **Source**), as shown
+ below
+
+Â
+
+
+
+3\. If you have several entries you can filter the table
+(see [Tables](https://openbis.ch/index.php/docs/user-documentation-20-10-3/additional-functionalities/tables/))
+
+4\. **Export** the table choosing the options **Import Compatible= YES;
+Selected Columns; All pages/Current page/Selected rows** (depending on
+what you want to export)**.**
+
+Â
+
+
+
+5\. Modify the file you just exported and save it.
+
+6\. Select **XLS Batch Update Objects** from the **More..** dropdown
+
+Â
+
+
+
+6\. Upload the file you saved before and click **Accept**. Your entries
+will be updated.
+
+Â
+
+**Note**:Â
+
+If a column is removed from the file or a cell in a column is left empty
+the corresponding values of updated samples will be preserved.
+
+To delete a value or a parent/child connection from openBIS one needs to
+enter Â
+
+Â into the corresponding cell in the XLS file.
+
+
+### TSV Batch Update Objects
+
+Â
+
+1. Navigate to the relevant collection (e.g. **Raw Samples**).
+
+2\. Select **TSV** **Batch Update Objects** from the **More…** dropdown.
+
+Â
+
+
+
+Â
+
+3\. Select the relevant *Object* *type*, e.g. **Sample **
+
+Â
+
+
+
+4\. Download the available **template**
+
+5\. Fill in the **identifiers** of the objects you want to update
+(identifiers are unique in openBIS. This is how openBIS knows what to
+update). You can copy the identifiers from the identifier column in the
+table and paste them in the file. Identifiers have this format:
+/MATERIALS/SAMPLES/SAMPLE1.
+
+6\. Fill in the values in the columns you want to update
+
+7\. Save the file and upload it via the **XLS Batch Update
+Objects** from the **More..** dropdown
+
+Â
+
+**Note**:
+
+If a column is removed from the file or a cell in a column is left empty
+the corresponding values of updated samples will be preserved.
+
+To delete a value/connection from openBIS one needs to enter
+
+**\_ \_DELETE\_ \_**Â into the corresponding cell in the file.
+
+Updated on April 25, 2023
+
+## Batch update entries in several Collections
+
+[](# "Print this article")
+
+Â
+
+It is possible to batch update *Objects* that belong to different
+*Collections*.
+
+This can be done from the **Object Browser** page, under **Utilities**.
+Two options are available:
+
+Â
+
+1. **XLS Batch Update Objects**: batch update via Excel template file.
+2. **TSV Batch Update Objects**: batch update via .tsv template file.
+
+Â
+
+
+
+
+
+### XLS Batch Update Objects
+
+This option for batch update is available since openBIS version 20.10.3.
+It allows to update *Objects* of different types that belong to
+different *Collections*.
+
+You can select which types you want to update from the list of available
+types.
+
+
+
+Â
+
+You can then download the template that will allow you to update
+*Objects* of the selected types to single or multiple *Collections*. The
+*Space, Project, Collection* need to be entered in the file. The
+complete path for *Projects* and *Collections* need to be used. In
+addition, identifiers for the *Objects* need to be provided: identifiers
+are unique in openBIS, by providing them openBIS will know which
+*Objects* have to be updated. Example file:
+[SAMPLE-GENERAL-REGISTRATION-EXPERIMENTAL\_STEP-MASS\_MEASUREMENT-SAMPLE-template](https://openbis.ch/wp-content/uploads/2022/03/SAMPLE-GENERAL-REGISTRATION-EXPERIMENTAL_STEP-MASS_MEASUREMENT-SAMPLE-template-1.xlsx)
+
+Â
+
+Â
+
+### TSV Batch Update Objects
+
+Â
+
+The batch update via .tsv file allows to batch update only one type of
+*Object* at a time. However, it is possible to update *Objects* that
+belong to several *Collections*.
+
+This batch update method is kept for backward compatibility, but it will
+be phased out.
+
+Â
+
+
+
+Â
+
+The *Space, Project, Collection* need to be entered in the file. The
+complete path for *Projects* and *Collections* need to be used. In
+addition, identifiers for the *Objects* need to be provided: identifiers
+are unique in openBIS, by providing them openBIS will know which
+*Objects* have to be updated.
+
+Â
+
+
+
+Â
+
+Updated on April 25, 2023
+
+## Copy entries
+
+[](# "Print this article")
+
+Â
+
+Â
+
+To create a copy of an existing entry, select **Copy** from the
+**More..** drop down menu in the *Collection* page.
+
+Â
+
+
+
+Â
+
+Â When an entry is copied, the user has the option to **link parents**,
+**copy children into the Parents’ collection** and **copy the comments
+log**.
+
+All these options are disabled by default.
+
+Â
+
+
+
+Updated on July 27, 2022
+
+## Move entries to a different Collection
+
+[](# "Print this article")
+
+Â
+
+You can move entries to a different *Collection* either from the e*ntry*
+form or from a *Collection* table.
+
+Â
+
+### Move from entry form
+
+Â
+
+To move entries to a different *Collection*, select **Move** from the
+**More…** drop down menu in the entry form.
+
+Â
+
+
+
+Â
+
+You have the option to move to an existing *Collection* or to create a
+new *Collection*.
+
+Â
+
+
+
+Â
+
+### Move from Collection Table
+
+Â
+
+It is also possible to move objects from *Collection* tables. You can
+select one or multiple entries from a table and click on the **Move**
+button.
+
+Also in this case you can move to an existing *Collection* or create a
+new one.
+
+Â
+
+
+
+Â
+
+Â
+
+Updated on July 27, 2022
diff --git a/docs/user-documentation/general-users/lab-notebook.md b/docs/user-documentation/general-users/lab-notebook.md
new file mode 100644
index 0000000000000000000000000000000000000000..45b2b293aa3e5f9b1d83d66ed073c3c6d504a09b
--- /dev/null
+++ b/docs/user-documentation/general-users/lab-notebook.md
@@ -0,0 +1,807 @@
+Lab Notebook
+====
+
+## Register Projects
+
+[](# "Print this article")
+
+
+In a personal folder, users can register one or more *Projects* they
+currently work on. *Projects* in openBIS only have a **Description**
+field, no additional fields can be added.
+
+Â
+
+1. Navigate to the relevant *Space*Â in the *Lab Notebook* menu and
+ click the **+ New Project**
+
+2. Should you have an empty page, select **Show Identification Info**
+ and **Show Description** from the **More…** dropdown
+3. *Projects* do not have a **Name** field, but only **Code**. Codes
+ can only take alphanumeric characters and no spaces.Codes are
+ prettified in the Main Menu.
+4. Enter a **Description** for the project.
+5. Click **Save** on top of the form.
+
+
+
+In the **More…** dropdown you have additional options on what you can do
+in the Project folder, as shown below.
+
+Â
+
+
+
+Updated on April 25, 2023
+
+## Register Experiments
+
+[](# "Print this article")
+
+
+Inside one *Project*, a user can register several *Experiments*, which
+can in turn be divided into single *Experimental Steps.*
+
+Â
+
+To register one Experiment:
+
+Â
+
+1. Navigate to the relevant *Project* in the **Lab Notebook** menu
+2. Select **Default Experiment** from the **+New** dropdown, as shown
+ below. *Please note that your openBIS instance might have different
+ types of Experiments, depending on
+
+3. Fill in the relevant fields in the form.
+4. Select **Show in project overview = true** if the *Experiment* is
+ important and should be shown in the *Project* form.
+5. Click **Save*** *on top of the form.
+
+
+
+Â
+
+Updated on April 25, 2023
+
+## Register Experimental Steps
+
+[](# "Print this article")
+
+
+As mentioned above, the various steps executed when performing an
+Experiment in the lab can be registered in openBIS as  *Experimental
+Steps or Entries.*
+
+The default *Experimental Step* has pre-defined fields, as shown below:
+
+
+
+Â
+
+An *Entry*, is a blank page, with no pre-defined fields:
+
+Â
+
+
+
+
+To register a default *Experimental Step* or *Entry*:
+
+
+1. Navigate to the relevant **Experiment** in the *Lab Notebook*Â menu
+ and click the **+ New** button, as shown below.
+2. Select **Experimental Step** or **Entry**
+3. Fill in the relevant information or select an available template
+ from the list (see below).
+4. If **Show in project overview*** *is set to true, this *Experimental
+ Step* or *Entry* will be displayed on the *Project* page.
+5. Click **Save** on top of the form.Â
+
+
+
+Â
+
+Â
+
+### **Comments Log**
+
+
+Several comments can be added by different users who have write-access
+to a given user Space:
+
+1. Click the button in the **Comments** section*.*
+2. Enter the **comment**.
+3. Click **Save***.*
+
+
+
+Updated on April 25, 2023
+
+## Add parents and children to Experimental Steps
+
+[](# "Print this article")
+
+Â
+
+In the default *Experimental Step* and in the *Entry*, there is a
+**Parents** section where it is possible to specify links to materials
+and methods from the *Inventory* or to any other *Object*, e.g. another
+*Experimental Step* or *Entry*.
+
+Â
+
+**Parents** are all samples/materials used in an experimental procedure,
+standard protocols from the inventory followed in the experimental
+procedure, the equipment used. It is also possible to set one
+*Experimental Step/Entry* as parent of a second *Experimental
+Step/Entry,* to keep the connection between the two.
+
+Â
+
+The name of this section and which parents should be shown in the form,
+is customisable by the *lab manager* or *group admin* as described in
+[Customise Parents and Children Sections in Object
+Forms](https://openbis.ch/index.php/docs/admin-documentation-openbis-19-06-4/customise-parents-and-children-sections-in-object-forms/)
+
+
+## Adding a parentÂ
+
+Â
+
+
+
+
+### Adding a parent of a predefined type in the form
+
+Â
+
+In the screenshot above, **General protocol** is predefined as parent
+type in the form. We have two options to add a parent of this predefined
+type:
+
+Â
+
+#### **1. Search**
+
+Â
+
+1. 1. Click on the **Search** button.
+ 2. Enter the **name** or **code** of the entry you want to add as
+ parent.
+ 3. Select the entry you want to add from the list presented to you.
+
+The parent will be added only when you **save** the entity.
+
+Â
+
+
+
+
+
+#### **2. Paste**
+
+Â
+
+1. 1. You may copy the identifier of an entry you want to add as
+ parent from a file, or from an advanced search or from another
+ ELN page. You can paste the identifier(s) in the **Paste** text
+ field.
+ 2. click the **+Add** button
+
+Â
+
+Â
+
+Â Â
+
+
+
+### Adding parent of any available type
+
+Â
+
+If you want to add a parent that is not specified in the *Experimental
+Step* form, you can use the **Search Any** or **Paste Any** options next
+to **Parents.**
+
+Â
+
+Â
+
+
+
+
+
+#### 1. Search Any
+
+Â
+
+1. Click **Search Any**
+2. Select the *Object* type for which you want to add a parent
+3. Search by **code** or **name** as explained above
+4. Click the **+ Add** button
+
+
+#### 2. Paste Any
+
+Â
+
+There are cases where you may want to add several parents of the same
+type or also of different types. In this case, we recommend to use the
+**Advanced Search** to find the entries you want to add. You can select
+the desired entries from the table and the **Copy Identifiers** button
+will become visible. You can copy the identifiers and paste them in the
+**Paste Any** field in the *Experimental Step* page, as shown below.
+
+Â
+
+Â
+
+Â
+
+
+
+Â
+
+
+### Adding parent via barcodes
+
+If you want to add a parent that is registered in openBIS and has a
+barcode associated with it by scanning the barcode:
+
+Â
+
+1.Click on the **barcode** icon in the Parents section
+
+
+
+2\. A **Barcode Reader** window opens
+
+
+
+3\. Scan the barcode of the entry you want to add as parent
+
+4\. Click on the **Add Objects** button
+
+5\. **Close**Â
+
+Â
+
+Â
+
+## Removing a parentÂ
+
+Â
+
+To remove a parent, choose **Remove*** *from the **Operations*** *drop
+down in the parent table, as shown below.
+
+Â
+
+
+
+
+## **Adding and Removing Children**
+
+Â
+
+Children of *Experimental Steps* are usually derivative *Experimental
+Steps,* or products of the *Experimental Step.* As for the **Parents**
+section, this section can also be customised by a *group admin* or *lab
+manager* in the **ELN Settings** ([Customise Parents and Children
+Sections in Object
+Forms)](https://openbis.ch/index.php/docs/admin-documentation-openbis-19-06-4/customise-parents-and-children-sections-in-object-forms/).
+
+Â
+
+The procedure for adding and removing children is the same as explained
+for parents.
+
+
+### Children Generator
+
+The **Children Generator** creates a matrix of all the parents entered
+in the*Â Experimental Step*, as shown below. Combinations of parents
+needed to generate children can then be selected by the user. The
+*Object* type to assign to the children and the number of replicas need
+to be specified. The children will then be automatically generated by
+openBIS upon registration of the *Experimental Step*.
+
+
+
+## Parent-child relationships between entries in lab notebook
+
+In the Lab Notebook section, if you create a new *Object* from an
+existing *Object*, independently of the type, this will be automatically
+set as parent of the new Object. For example, if you create a new
+Experimental Step (measurement 4) from an existing Experimental Step
+(measurement 3), this will be automatically set as child of measurement
+3, as shown below.
+
+Â
+
+
+
+
+If you do not wish to have this relationship established, you need to
+create the new Object starting from the Experiment level, as shown
+below.
+
+Â
+
+
+
+Updated on April 25, 2023
+
+## How to use protocols in Experimental Steps
+
+[](# "Print this article")
+
+Â
+
+Â
+
+When adding protocols to an *Experimental Step*, two options are
+available:
+
+1. Link to a **Protocol** stored in the *Inventory*. This can be used
+ if the protocol was followed exactly in all steps as described.
+2. Create a **local copy of the Protocol** from the *Inventory* in the
+ current *Experiment*. This should be done if some steps of the main
+ protocol were modified. These modifications can be edited in the
+ local copy of the protocol, while the template is left untouched.
+
+Â
+
+To create a local copy under the current Experiment of a template
+protocol stored in the *Inventory*:
+
+1. Add a protocol as parent.
+2. From the **Operations** dropdown in the parents table
+ select***Â *Copy to Experiment.**
+3. Provide the **Object code** for the new protocol.
+4. A copy of the protocol is created under the current *Experiment*,
+ where the user can modify it. This copy has the original protocol
+ set as parent, so that connection between the two is clear.
+
+Â
+
+
+
+
+Updated on April 26, 2023
+
+## Move Experimental Steps
+
+[](# "Print this article")
+
+Â
+
+To move an *Experimental Step* to a different *Experiment*, choose
+**Move** from the **More..** drop down, as shown in the picture above. Â
+
+Â
+
+
+
+Â
+
+It is possible to move *Experimental Steps* from the *Object* table
+which is presented on an *Experiment* or *Collection* page.Â
+
+Select the entries to move and use the **Move** button on the table. You
+can move to an existing *Experiment*/*Collection* or create a new one.
+
+Â
+
+
+
+Updated on April 25, 2023
+
+## Copy Experimental Steps
+
+[](# "Print this article")
+
+Â
+
+To copy an *Experimental Step*, select **Copy** from the **More…** drop
+down menu, as shown below.
+
+
+
+Â
+
+
+When an *Experimental Step* is copied, the user has the option to **link
+parents, copy children to the current Experiment** and **copy the
+comments log.** The *Experimental Step* is copied inside the same
+*Experiment*.
+
+
+
+Updated on April 25, 2023
+
+## Use templates for Experimental Steps
+
+[](# "Print this article")
+
+Â
+
+Templates need to be defined by the lab manager in the [**ELN
+Settings**](https://openbis.ch/index.php/docs/admin-documentation/create-templates-for-objects/).
+If templates have been created for a given *Experimental Step*, you can
+choose from the list of available templates by clicking the **Template**
+button on the *Object* form, as shown below. Â
+
+Â
+
+A template of an *Experimental Step* is an *Experimental Step* with
+pre-filled values. Templates are useful when you need to repeat an
+*Experimental Step* with the same parameters several times and you wold
+like to have default values for those parameters. Â
+
+Â
+
+
+
+
+Updated on December 8, 2022
+
+## Data Access
+
+[](# "Print this article")
+
+
+*Datasets* are displayed on the left hand-side of the
+*Experiment/Object* form, as shown below.
+
+
+
+To navigate and open data registered in openBIS via Finder or Explorer,
+open the *Dataset* folder and click on the drive icon next to the
+Dataset type name (see above)*. *If SFTP has been configured by a system
+admin, you will be provided with a link to copy/paste in an application
+such as [Cyberduck](https://cyberduck.io/) or other.
+
+Please check our documentation for SFTP server
+configuration:Â [Installation and Administrators Guide of the openBIS
+Data Store
+Server](https://unlimited.ethz.ch/display/openBISDoc2010/Installation+and+Administrators+Guide+of+the+openBIS+Data+Store+Server#InstallationandAdministratorsGuideoftheopenBISDataStoreServer-ExampleSFTPclientconfiguration)
+
+Â
+
+For native access through Windows Explorer or Mac Finder we recommend
+the following:
+
+Â
+
+- Windows
+ 10:Â [https://www.nsoftware.com/sftp/netdrive/](https://www.nsoftware.com/sftp/netdrive/)
+- Mac OS X Yosemite and
+ higher:Â [https://mountainduck.io](https://mountainduck.io/)
+- Kubuntu: Default Dolphin File Manager with SFTP support
+
+
+### Example of SFTP Net Drive connection:
+
+1\. open SFTP Net Drive and click on **New**:
+
+Â
+
+
+
+2\. Edit the drive with the following info, as shown below:
+
+Â Â Â a. **Drive name**: choose any name you want. Can be the same as
+your openBIS server, but does not have to be.
+
+Â Â Â b. **Remote Host**: the name of your openBIS. For example, if the
+url of your openBIS is https://openbis-
+demo.ethz.ch/openbis/webapp/eln-lims, then openbis-demo.ethz.ch is the
+name you want to enter.
+
+Â Â c. **Remote por**t: enter 2222.
+
+Â Â d. **Authentication type**: Password (this is selected by default).
+
+Â Â e. **Username**: the username you use to login to openBIS.
+
+Â Â f. **Password**: the password you use to login to openBIS.
+
+  g. **Root folder on server**: you can leave the default, User’s home
+folder.
+
+Â Â h. Press **OK** after filling in all the information above.Â
+
+Â
+
+
+
+Â
+
+3\. After saving the drive, select it in the drivers’ window and click
+**Connect**.
+
+
+
+Â
+
+3\. openBIS will now appear as a drive in your Explorer window. Click on
+the **ELN-LIMS** folder and navigate to the folder containing the data
+you want to access.
+
+Â
+
+
+
+Â
+
+Note: if you encounter the error message “*SSH connection failed: Could
+not find a part of the path*.†you can fix this by disabling the cache
+(Drives -> Advanced -> Enable Caching), and disabling log files.
+The error is caused by an attempt to create files in a folder not
+available to Windows.
+
+Â
+
+Â
+
+### Example of Cyber Duck configuration
+
+Â
+
+Create a new connection in cyberduck:
+
+1. select **SFTP (SSH File Transfer Protocol)**
+2. **Nickname**: the name you want to use for the server
+3. **Server**: the name of the server you want to connect to. In the
+ example below openbis-training.ethz.ch. Replace this with the name
+ of your own openBIS server.
+4. **Port**: 2222Â
+5. **Username**: this is the username with which you connect to your
+ openBIS
+6. **Password**: this is the password you use to connect to your
+ openBIS
+7. **SSH** private Key: none
+
+
+
+Â
+
+Save the specifications and connect to the server.
+
+You will see the folders of your own openBIS in the Cyberduck window and
+you can navigate to your data from there.
+
+Â
+
+
+
+### Example of Dolphin File Manager configuration
+
+
+
+To access the Dataset form and edit the Dataset metadata, click on the
+Dataset code or Name (if provided).
+
+Â
+
+### SFTP access via session token
+
+To access via session token (for example when using SSO authentication)
+you need to provide the following credentials:
+
+Â
+
+**Username: ?**
+
+**Password: session token**.
+
+Â
+
+The session token can be copied from the **User Profile** under
+**Utilities** in the main menu, as shown below.
+
+Â
+
+Â
+
+
+
+Updated on May 5, 2023
+
+## Move Datasets
+
+[](# "Print this article")
+
+Â
+
+It is possible to move a *Dataset* from one *Experiment/Object* to
+another *Experiment/Object*.
+
+1. Click on the *Dataset* in the main menu
+2. In the *Dataset* page select **Move** from the **More..** dropdown
+3. Enter the name or code of the *Experiment* or *Object* where you
+ want to move the *Dataset* to. If you start typing, openBIS will
+ show you a list of possible entries that match what you entered.
+4. Press the **Accept** button.
+
+Â
+
+
+
+Â
+
+Â
+
+
+
+Â
+
+Â
+
+Â
+
+Updated on April 25, 2023
+
+## Move one Experiment to a different Project
+
+[](# "Print this article")
+
+Â
+
+It is possible to move one Experiment and all contained Objects and
+Datasets from one Project to another.
+
+If Objects contain parent/child relationships these are preserved.
+
+Â
+
+To move one Experiment from one Project to another:
+
+Â
+
+1. Select the Experiment you want to move from the main menu
+2. Select **Move** from the **More…** dropdown
+
+Â
+
+
+
+Â
+
+3\. Enter the code of the Project where you want to move your
+Experiment. If you start typing the code, openBIS will prompt you with a
+list of available options and you can select the appropriate one from
+there.
+
+
+
+Â
+
+4\. Click **Accept**
+
+
+
+Updated on April 25, 2023
+
+## Project Overview
+
+[](# "Print this article")
+
+
+All *Experiments* and *Experimental Ste*ps have a **Show in project
+overview**Â checkbox. When selected, these *Experiments* and/or
+*Experimental Steps* will be shown in the *Project* form, as shown
+below.
+
+Â
+
+This allows users to have a better overview of a *Project* and highlight
+the most important findings.
+
+Â
+
+
+
+Â
+
+If the *Experiments* and *Object* tables are not shown in the project
+page, you need to select **Show Experiments** and **Show Objects** from
+the More.. drop down.
+
+Â
+
+
+menu.
+
+Â
+
+Updated on April 25, 2023
+
+## Edit and Delete Projects, Experiments, Experimental Steps
+
+[](# "Print this article")
+
+Â
+
+Â
+
+*Projects*, *Experiments* and *Experimental Steps* can be edited at any
+time, by selecting the **Edit** icon from the toolbar of the relevant
+page.
+
+*Projects*, *Experiments* and *Experimental Steps* can be deleted using
+the **Delete** option under **More** tab in the toolbar.
+
+Â
+
+
+
+Â
+
+*Experiments* and *Experimental Steps* are moved to the **trashcan**,
+from where they need to be removed in order to be permanently deleted
+from the database. *Projects* are directly deleted, they are not moved
+to the trashcan first. *Projects* can be deleted only after deleting all
+the *Experiments* they contain.
+
+Please be aware that, by default, only users with *Space Admin and
+Instance Admin* Â role have permission to delete. Default permissions can
+be modified only by a *system admin* (see [Changing the openBIS
+capability role
+map](https://unlimited.ethz.ch/display/openBISDoc2010/Installation+and+Administrator+Guide+of+the+openBIS+Server#InstallationandAdministratorGuideoftheopenBISServer-ChangingtheCapability-Rolemap))
+
+Updated on April 25, 2023
+
+## Share Lab Notebooks and Projects
+
+[](# "Print this article")
+
+
+It is possible to share either a complete lab notebook or single
+*Projects*, using the **Manage Access** option in the **More..**
+dropdown of a *Space* or *Project* page, as shown below.
+
+Â
+
+
+
+Â
+
+Available roles are:
+
+1. **Observer**: read-only access to Space or Project
+2. **User**: can create and modify entities in Space or Project
+3. **Admin**: can create, modify and delete entities in Space or
+ Project
+
+Â
+
+The roles can be granted to:
+
+1. **User**: the user needs to be already registered in openBIS. The
+ username of the user needs to be entered.
+2. **Group**: the name of a user group existing in openBIS needs to be
+ entered.
+
+Â
+
+Â
+
+
+
+Â
+
+
+
+Â
+
+Â
+
+Â
+
+Â
+
+Updated on April 25, 2023
diff --git a/docs/user-documentation/general-users/managing-lab-stocks-and-orders-2.md b/docs/user-documentation/general-users/managing-lab-stocks-and-orders-2.md
new file mode 100644
index 0000000000000000000000000000000000000000..c7977cc5f41419ce676aa4668f5241a5093c46ad
--- /dev/null
+++ b/docs/user-documentation/general-users/managing-lab-stocks-and-orders-2.md
@@ -0,0 +1,245 @@
+# Managing Lab Stocks and Orders
+
+[](# "Print this article")
+
+
+It is possible to use openBIS to manage stocks of products and create
+orders of products to buy for the lab.Â
+
+Every lab member can register products and place requests of products to
+buy. The requests can be converted into orders by the lab manager or the
+person responsible for purchases in the lab. The orders created with
+openBIS contain the information that can be sent to the suppliers.
+
+
+
+
+Â
+
+In the **Stock Catalog** folder, a lab can create one collection of all
+products purchased in the lab and one collection of all suppliers used
+for purchasing. Each product must be linked to 1 supplier.Â
+
+Every lab member by default has *Space User* access rights to the
+**Stock Catalog** folder and is able to register products, suppliers and
+place requests for products to buy.
+
+The **Stock Orders** folder is visible to all lab members, who have by
+default *Space Observer* rights to it. The lab manager, or person
+responsible for purchases, has *Space Admin* rights to this Space.
+Orders can be created based on the requests placed in the **Stock
+Catalog**.Â
+
+
+## STOCK CATALOG
+
+Â
+
+### Building the catalog of products and suppliers
+
+
+#### Catalog of suppliers
+
+Â
+
+To build the catalog of all suppliers used for purchasing products by
+the lab:
+
+> 1. Go to the **Supplier Collection** folder under **Stock** *->*
+> **Stock Catalog***->* **Suppliers** in the main menu.
+> 2. Click on the **+ New Supplier** button in the *Collection* page.
+> 3. Follow the steps explained in the [Register
+> Entries](https://openbis.ch/index.php/docs/user-documentation-20-10-3/inventory-of-materials-and-methods/register-single-entries-in-a-collection/)
+> documentation page.
+>
+> Â
+
+
+
+To register several suppliers at once, follow the steps described in
+[Batch register entries in a
+Collection.](https://openbis.ch/index.php/docs/user-documentation-20-10-3/inventory-of-materials-and-methods/batch-register-entries-in-a-collection/)
+
+#### Catalog of products
+
+Â
+
+To build the catalog of all products purchased in the lab:
+
+> 1. Go to the **Product Collection** folder under **Stock** *->*
+> **Stock Catalog***->* **Products**Â in the main menu.
+> 2. Click the **+ New Product** button in the *Collection* page.
+
+
+
+
+> Â
+>
+> 3. For each product it is necessary to register one supplier as
+> parent. Select the correct supplier from the list of suppliers
+> registered in the **Supplier Collection.** The process for adding
+> parents is the same as described for Experimental Steps: [Add
+> parents](https://openbis.ch/index.php/docs/user-documentation-20-10-3/lab-notebook/add-parents-and-children-to-experimental-steps/).
+>
+> Â
+
+
+
+
+Â
+
+To register several suppliers at once, follow the steps described in
+[Batch register entries in a
+Collection.](https://openbis.ch/index.php/docs/user-documentation-20-10-3/inventory-of-materials-and-methods/batch-register-entries-in-a-collection/)
+
+
+### Creating requests for products to order
+
+Â
+
+Every lab member can create requests for products that need to be
+ordered:
+
+> 1. Go to the **Request Collection** folder under **Stock** *->*
+> **Stock Catalog***->* **Requests** in the main menu.
+> 2. Click the **+ New Request** button in the *Collection* page.
+
+Â
+
+
+
+> Â Â Â Â 3. When you fill in the form the following information needs to
+> be provided:
+>
+> Â
+>
+> 1. - **Order Status**. Options are **Delivered**, **Paid**,
+> **Ordered**, **Not yet ordered**. When you create a request
+> set this field to **Not yet ordered.** Only requests with this
+> **Order Status** can be processed to orders.
+>
+> 2. Â
+> - Add the product you for which you want to place a request for
+> order. This can be done in two ways**:**
+>
+> 1\. add a product that is already present in the catalog. This process
+> is the same as described for adding parents in Experimental Steps:
+> [Add
+> parents](https://openbis.ch/index.php/docs/user-documentation-20-10-3/lab-notebook/add-parents-and-children-to-experimental-steps/).
+> The quantity, i.e. how many units of the product are requested, needs
+> to be specified.
+>
+> 2\. add a product that is not yet registered in the Catalog. In this
+> case the information shown in the picture below needs to be provided.
+> After creating the request, the product entered here is automatically
+> registered in the Product Catalog.
+>
+> Â
+
+Please note that only 1 product can be added to 1 request.
+
+Â
+
+
+
+> 4. Click **Save** on top of the form.
+
+
+## STOCK ORDERS
+
+Â
+
+This section is accessible by default by every lab member. However, by
+default, only the person in charge of lab purchases can process orders
+based on the requests created in the Stock Catalog by every lab member.
+
+### Processing product orders from requests
+
+Â
+
+To create orders of products from requests created in the Stock Catalog:
+
+> 1. Go to the **Order Collection** folder under **Stock** *->*
+> **Stock Orders***->* **Orders** in the main menu.
+> 2. Click the **+ New Order** button in the *Collection* page.
+
+
+
+> Â
+>
+> Â
+>
+> 3\. If you do not see the **Code** in the form, select **Show
+> Identification Info** from the **More..** dropdown
+
+Â
+
+
+
+Â
+
+4\. Enter a **Code** for the order
+
+Â
+
+
+
+Â
+
+> Â
+>
+> Â 3. If an **order** **template** form is available (see [Create
+> Templates for
+> Objects](https://openbis.ch/index.php/docs/admin-documentation-20-10-3/create-templates-for-objects/)),
+> this template can be used and most fields will be automatically filled
+> (see [Use templates for Experimental
+> Steps](https://openbis.ch/index.php/docs/user-documentation-20-10-3/lab-notebook/use-templates-for-experimental-steps/)).
+> If no template is available, the relevant fields in the form need to
+> be filled in with the relevant information.
+
+Â
+
+
+
+> 4\. Enter the **Order Status.** This field is mandatory. Available
+> options are **Delivered**, **Paid**, **Ordered**, **Not yet ordered**.
+> When you first create the order, you should set the status to **Not
+> yet ordered**.
+>
+> 5. Add one or more requests to the Order. Only requests with Order
+> Status set to **Not yet ordered** will be displayed and can be
+> selected.
+>
+> 6. Click **Save** on top of the form.
+
+Â
+
+
+
+If the price information is available in the products, the total cost of
+the order is calculated by openBIS and displayed in the order form, as
+shown above.
+
+By using the **Print Order** button in the order form, the order can be
+printed as text file that can be sent to the suppliers for purchasing
+the products.
+
+To simplify the process of ordering multiple products from the same
+supplier, all information related to the same supplier is grouped in one
+single text file.Â
+
+In the example presented in the picture above, there are 2 products to
+buy from fluka and 1 product to buy from Sigma-Aldrich. In this case the
+two attached files have been printed from the Order form in openBIS,
+using the **Print Order** button:
+[order\_ORD1\_p0;Â ](https://openbis.ch/wp-content/uploads/2022/02/order_ORD1_p0.txt)
+[order\_ORD1\_p1](https://openbis.ch/wp-content/uploads/2022/02/order_ORD1_p1.txt)
+
+Â
+
+Once the order is processed, you should change the **Order Status** to
+**Ordered**. This will automatically change the **Order Status** in all
+connected requests. Requests with this oder status cannot be added to
+additional orders.
+
+Updated on April 25, 2023
diff --git a/docs/user-documentation/general-users/managing-storage-of-samples.md b/docs/user-documentation/general-users/managing-storage-of-samples.md
new file mode 100644
index 0000000000000000000000000000000000000000..adf51769069a7766a7a461781281d4fd8f0ed692
--- /dev/null
+++ b/docs/user-documentation/general-users/managing-storage-of-samples.md
@@ -0,0 +1,240 @@
+Managing Storage Of Samples
+====
+
+## Allocate storage positions to samples
+
+[](# "Print this article")
+
+
+If we want to track the storage position of samples, openBIS provides a
+graphical overview of lab storages.Â
+
+Lab storages need to be configured by a *lab manager* or *group admin*,
+as explained here: [Configure Lab
+Storage](https://openbis.ch/index.php/docs/admin-documentation/customise-inventory-of-materials-and-samples/configure-lab-storage/)
+
+
+This can be done in two ways:
+
+1. add storage information on the sample form during (or after) sample
+ registration
+2. batch register storage positions for several samples
+
+
+### Register storage position for a single sample
+
+Â
+
+1\. Navigate to the **Storage** section, at the bottom of the sample
+form. Click the **+ New Storage Positions** above the table, as shown
+below:
+
+
+
+
+2. In the widget that opens, select the appropriate **Storage** from the
+dropdown menu. Storage must be configured by a lab manager or group
+admin as explained in [Configure Lab
+Storages](https://openbis.ch/index.php/docs/admin-documentation/customise-inventory-of-materials-and-samples/configure-lab-storage/)
+
+
+
+3\. Select the **position** in the storage (shelf and rack).
+
+4\. If the sample is in a box, provide a **Box Name.**
+
+5\. Select the **Box Size** form the list of configured sizes (the list
+can be configured by an *Instance Admin)*.
+
+6\. Select the **Position** in the box.
+
+7\. Click **Accept.**
+
+
+
+
+#### Add additional metadata to storage positions
+
+
+By default, the storage only keeps track of locations. If the **Storage
+Position** has been configured by an *Instance admin* to have additional
+metadata (e.g. freezing date), these can be added by clicking on the
+link in the storage table, as shown below. The link becomes available
+after saving the sample.
+
+Â
+
+
+
+Â
+
+The additional information can be entered in the **Storage Position**
+*Object* form.
+
+### Batch register storage positions
+
+#### XLS Batch Registration
+
+With the new XLS batch registration, samples and their storage positions
+can be registered in one transaction using the XLS template file, as
+explained in [Batch register entries in a
+Collection](https://openbis.ch/index.php/docs/user-documentation/inventory-of-materials-and-methods/batch-register-entries-in-a-collection/).
+
+Â
+
+#### Batch Registration with TSV file
+
+
+Storage positions are modelled in openBIS as children of other entries.
+To register the positions for several samples with the Batch
+Registration using the .tsv template, first the parent samples need to
+be registered in openBIS. In a second step, the positions are assigned.
+
+To assign storage positions in batch mode follow the steps below:
+
+> 1. Select **Storage positions **from the **Batch Registration** drop
+> down menu.
+> 2. Download the **template file**.
+> 3. Remove the **identifier** column from the file (identifiers need
+> to be automatically generated by openBIS).
+> 4. Fill in the **parents** column. These are the identifiers of the
+> samples for which we want to register the storage
+> positions(/MATERIALS/PROJECT/OBJECT\_CODE).
+> 5. Fill the remaining information about the storage positions.
+> 6. Save the file and upload with the **Batch Registration**.
+
+An example file can be found
+here:Â [SAMPLE-STORAGE\_POSITION-template.txt](https://wiki-bsse.ethz.ch/download/attachments/147412090/SAMPLE-STORAGE_POSITION-template.txt?version=1&modificationDate=1502441624183&api=v2)
+
+Updated on April 26, 2023
+
+## Batch update storage positions
+
+[](# "Print this article")
+
+Â
+
+To update several storage positions, we can use the batch update option
+from the Object Browser:
+
+Â
+
+1. Go to the **Object Browser** under **Utilities** in the main menu
+2. Select the object type **Storage Position** from the dropdown menu
+ (see picture)
+
+3. Use the table **Filter** to select the storage positions you want to
+ update
+ (see [Tables](https://openbis.ch/index.php/docs/user-documentation/additional-functionalities/tables/))
+4. Export the table (see
+ [Tables](https://openbis.ch/index.php/docs/user-documentation/additional-functionalities/tables/))
+5. Edit the file to make the changes needed (e.g. change the name of a
+ box, change the storage, change a box position, change box size etc)
+6. Select **XLS Batch Update Objects** from the **More..** dropdown.
+
+
+
+7\. Import the file you modified before and update the storage
+positions.
+
+Â
+
+Updated on April 25, 2023
+
+## Delete storage positions
+
+[](# "Print this article")
+
+
+Â
+
+## Delete single storage positions
+
+Â
+
+To delete a single storage position from a sample:
+
+Â
+
+1. Edit the sample for which you want to deleted the storage position
+2. Navigate to the **Storage** section at the end of the page
+3. Use the “**–**†button in the **Storage Position** table, as shown
+ in the picture
+4. Save the sample
+
+
+
+Â
+
+Please note that the storage position deleted in this way is moved to
+the trashcan. To delete the position permanently, this has to be deleted
+from the trashcan (see
+[Trashcan](https://openbis.ch/index.php/docs/user-documentation-20-10-3/additional-functionalities/trashcan/)).
+
+Â
+
+Â
+
+## Remove one of multiple positions in the same box
+
+Â
+
+If one sample has been assigned to multiple positions in the same box
+and you need to remove only one or some of them, you can follow these
+steps:
+
+Â
+
+1. **Edit** the sample for which you need to remove the storage
+ position in the box
+2. Navigate to the **Storage** section at the end of the page
+3. Click on the table row**Â **(see picture below)
+4. **Unselect** the position you want to remove (eg. A5 in the example
+ below)
+5. Click **Accept**
+6. **Save** the sample
+
+Â
+
+
+
+Â
+
+## Delete multiple storage positions
+
+Â
+
+To delete multiple storage positions from multiple samples we can use
+the **Object Browser**.
+
+Â
+
+1. Go to the **Object Browser** under **Utilities** in the main menu
+2. Select **Storage Position** from the **Object Type** dropdown
+
+Â
+
+
+
+Â
+
+3\. **Filter** the table to find the storage positions you want to
+delete
+(see [Tables](https://openbis.ch/index.php/docs/user-documentation-20-10-3/additional-functionalities/tables/))
+
+4\. Select the positions you want to delete from the table and click the
+**Delete** button (see picture below)
+
+5\. You will be asked to provide a reason for deletion
+
+6\. The deleted storage positions will be moved to the trashcan and
+should be removed from there to be permanently deleted (see
+[Trashcan)Â ](https://openbis.ch/index.php/docs/user-documentation-20-10-3/additional-functionalities/trashcan/)
+
+Â
+
+
+
+Â
+
+Updated on May 2, 2023
diff --git a/docs/user-documentation/general-users/search.md b/docs/user-documentation/general-users/search.md
new file mode 100644
index 0000000000000000000000000000000000000000..ec971ff5a561b3a2213f3c21bda8b382c8ccfe8b
--- /dev/null
+++ b/docs/user-documentation/general-users/search.md
@@ -0,0 +1,38 @@
+Search
+====
+
+
+[](# "Print this article")
+
+Â
+
+It is possible to save and re-use searches created in the [Advanced
+search](https://openbis.ch/index.php/docs/user-documentation-20-10-3/search/advanced-search/).
+*Space* *admin* rights are required to save searches in a given Space.
+Searches can be used by anyone with *User* or *Observer* rights to a
+given Space.
+
+Â
+
+In the Advanced Search page, build your search criteria (see example
+below). To save the search, click the **Save** button and enter:
+
+Â
+
+1. The **Name** of the search
+2. The **Experiment/Collection** where the search should be stored
+
+Â
+
+Searches are stored in *Experiments/Collections*.
+
+
+Â
+
+Saved searches are available from the **load a saved search** drop down
+menu, at the top of the **Advanced Search** page. Â
+
+
+Â
+
+Updated on July 28, 2022
diff --git a/docs/user-documentation/general-users/tools-for-analysis-of-data-stored-in-openbis.md b/docs/user-documentation/general-users/tools-for-analysis-of-data-stored-in-openbis.md
new file mode 100644
index 0000000000000000000000000000000000000000..6882772e628bdaa7a21ba653431f98eddf863f8f
--- /dev/null
+++ b/docs/user-documentation/general-users/tools-for-analysis-of-data-stored-in-openbis.md
@@ -0,0 +1,223 @@
+Tools For Analysis Of Data Stored In Openbis
+====
+
+## Jupyter Notebooks
+
+[](# "Print this article")
+
+
+Jupyter notebooks are web applications that combine text, code and
+output ([https://jupyter.org/](https://jupyter.org/)). Jupyter supports
+over 40 programming languages.
+
+Jupyter notebooks can be used to analyze data stored in openBIS.
+
+
+It is possible to connect to a JupyterHub server and launch Jupyter
+notebooks directly from the openBIS interface. This feature is not
+available by default, but needs to be enabled and configured by a
+*system admin*. JupyterHub docker containers are available from our
+download page: [openBIS
+download.](https://wiki-bsse.ethz.ch/display/bis/openBIS+Download+Page)
+Further documentation can be found here:Â [JupyterHub for
+openBIS](https://unlimited.ethz.ch/display/openBISDoc2010/JupyterHub+for+openBIS)
+
+
+
+### How to use Jupyter notebooks from openBIS
+
+Â
+
+Jupyter notebooks can be opened at every level of the openBIS hierarchy
+(*Space, Project, Experiment/Collection, Object, Dataset*) from the
+**More…** dropdown menu, as shown below.
+
+Â
+
+
+
+Â
+
+If you get a similar error as the one shown below when you try to launch
+a notebook from an entity, you need to start the JupyterHub server by
+going to the main menu **Utilities** -> **Jupyter Workspace**. This
+error appears when the JupyterHub server is restarted (e.g. after an
+upgrade), because the user profile needs to be recreated.
+
+Â
+
+
+
+If you go to the Jupyter workspace, the user profile is re-created on
+the server. After this, you can open a notebook from any entity of the
+openBIS hierarchy as explained above (*Space, Project,
+Experiment/Collection, Object, Dataset*).
+
+Â
+
+Â Jupyter notebooks can also be launched from the main menu, under
+**Utilities**, as shown below.
+
+
+
+Â
+
+**Note**: if you use SSO for authentication (eg. Switch aai), the first
+time you want to work with a Jupyter notebook, you first need to open
+the **Jupyter Workspace** and then launch a notebook from wherever you
+want to open it.
+
+Â
+
+When you launch a notebook from the **New Jupyter Notebook** in the main
+menu under **Utilities**, it is necessary to enter:
+
+
+1. The **dataset(s)** needed for the analysis.Â
+2. The **owner** of the Jupyter notebook. Jupyter notebooks are saved
+ back to openBIS as datasets, and these belong either to an
+ *Experiment/Collection* or to an *Object*. The owner is the
+ *Experiment/Collection* or *Object* where the notebook should be
+ stored.
+3. The **directory name**. This is the name of the folder that will be
+ created on the JupyterHub server.
+4. **Notebook name**. This is the name of the Jupyter notebook.
+
+
+
+Jupyter notebooks can also be opened from a *Project*, *Experiment*,
+*Experimental Step* choosing the corresponding option in the **More**
+drop down menu. When opening notebooks from an *Experiment* or
+*Experimental Step*, all connected datasets are automatically selected.
+If some are not needed, they can be deselected.Â
+
+
+### Overview of Jupyter notebook opened from openBIS.
+
+The Jupyter notebooks running on the JupyterHub server for openBIS
+support the following kernels: *Bash, Octave, Python 2, Python 3, R,
+SoS* ([Script of Scripts).](https://vatlab.github.io/sos-docs/)
+
+When you open a Jupyter notebook from openBIS, the default kernel used
+is Python 3, but you can change to another language as shown below.
+
+Â
+
+
+
+Â
+
+
+The Jupyter notebook opened from the openBIS interface contains some
+pre-filled cells. All cells need to be run. The information of two cells
+should be modified: **Name of the dataset** where the notebook will be
+stored and **Notes** (in red below).
+
+
+
+Â
+
+If you are running a JupyterHub version released after July 2021
+(available at
+[https://hub.docker.com/u/openbis](https://hub.docker.com/u/openbis))
+you do not need to enter username and password, as authentication uses
+the openBIS session token.
+
+Â
+
+#### What to do in case of invalid session token
+
+Â
+
+If your session token is not automatically renewed you will see a long
+error message when you try to retrieve information of a dataset. At the
+bottom of the error message you can see:
+
+Â
+
+
+
+Â
+
+In such case, the session token can be manually entered in the cell as
+shown below:
+
+Â
+
+Â Â Â Â Â Â
+
+
+Â
+
+The session token can be copied from the **User Profile** under the
+**Utilities** Main Menu in the ELN.Â
+
+Enter the session token, run the cell above and then move to the next
+cell to get the dataset(s) information.
+
+Â
+
+Alternatively you can go to the Jupyter Workspace under **Utilities**
+and restart the server.
+
+Â
+
+Your script should be written in the section named *Process your data
+here*, that contains one empty cell (see below). You can, of course, add
+additional cells.
+
+Â
+
+
+
+After the analysis is done, the notebook can be saved back to openBIS,
+by running the last few cells which contain the information about where
+the notebook will be stored (as shown below).
+
+Â
+
+
+
+Â
+
+The last pre-filled cell in the notebook, contains the information on
+where to upload the Jupyter notebook in openBIS. After you run this
+cell, you can go back to the ELN interface, refresh the webpage and you
+will see your Jupyter notebook uploaded to the Object or Experiment you
+specified. By default the Jupyter notebook are save to datasets of type
+ANALYSIS\_NOTEBOOK. If you prefer to use a different type, you can edit
+the pre-filled cell shown above.
+
+Â
+
+## Using a local Jupyter installation with openBIS
+
+It is also possible to use a local Jupyter installation with openBIS. In
+this case, it is possible to download an extension for JupyterLab that
+adds 3 buttons to a default notebook:Â
+
+1. connect to an openBIS instance;
+2. download datasets from the openBIS instance;
+3. upload the notebook to openBIS.
+
+Â
+
+
+
+The JupyterLab openBIS extension is available from: [JupyterLab openBIS
+extension](https://www.npmjs.com/package/jupyterlab-openbis)
+
+Â
+
+Updated on April 25, 2023
+
+## MATLAB toolbox
+
+[](# "Print this article")
+
+
+The MATLAB toolbox for openBIS allows to access data stored in openBIS
+directly from MATALB. Full documentation can be found here:Â [MATLAB
+API](https://sissource.ethz.ch/sispub/openbis/-/tree/master/api-openbis-matlab)
+
+Updated on April 17, 2023
diff --git a/docs/user-documentation/legacy-advance-features/index.rst b/docs/user-documentation/legacy-advance-features/index.rst
new file mode 100644
index 0000000000000000000000000000000000000000..e69de29bb2d1d6434b8b29ae775ad8c2e48c5391