Customise Inventory Of Protocols
====
 
## Create Collections of Protocols



  
*Collections* are folders used to organise *Objects* in the **Methods**
Inventory. In this case, *Objects* are protocols.

 

*Collections* need to be created inside another folder, called
*Project*, in the **Methods** *Space* in the inventory.

 

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*.

![image info](img/create-project-methods.png)

1.  In the **Lab** **Protocols** folder, register two additional
    Collections called Microscopy Protocols and MS Protocols

 

![image info](img/create-collection-lab-protocols.png)

  
The steps for the registration of the folders are the same as explained
in [Create Collections of
Materials](https://openbis.readthedocs.io/en/latest/user-documentation/general-admin-users/admins-documentation/customise-inventory-of-materials-and-samples.html#create-collections-of-materials)  
  

 

Updated on April 26, 2023
 
## Enable Protocols in Settings



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

  
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**

![image info](img/settings-enable-protocol-1024x488.png)

  
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.readthedocs.io/en/latest/user-documentation/general-users/lab-notebook.html#how-to-use-protocols-in-experimental-steps)

Updated on April 26, 2023