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Resources Categories can be defined at the team level from the "Resources Categories" page available in the Resources dropdown menu. You can for example have such categories:
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Resource Categories can be defined at the team level from the "Resource Categories" page available in the Resources dropdown menu. You can, for example, define categories such as:
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* Antibodies
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* Microscopes
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* Equipment
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* Projects
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Once you have Resources Categories (which are simply composed of the name and a color), you can create a Resource Template with that category assigned. This allows you to have several Resources Templates for a given Category.
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Once you have Resource Categories (which are composed of a name and a color), you can create a Resource Template with that category assigned. This allows you to have several Resource Templates for a given category.
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For instance, in the Resource Category "Antibodies", you might want to have a Resource Template for "Primary Antibody" and one for "Secondary Antibody". It's also fine to keep a one-to-one relationship between Resources Templates and Resources Categories.
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For instance, in the Resource Category "Antibodies", you might want a Resource Template for "Primary Antibody" and one for "Secondary Antibody". It's also fine to keep a one-to-one relationship between Resource Templates and Resource Categories.
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Resources' default permissions allow anyone from the Team to edit them, but you are free to configure them differently from their Template.
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Resources default permissions allow anyone from the Team to edit them, but you are free to configure them differently from their Template.
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Look at the :ref:`importing-data` section to learn how to import your Resources from a spreadsheet file or through the API.
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## Imports
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Look at the [Importing data](../import-export#importing-data) section to learn how to import your Resources from a spreadsheet file or through the API.
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## Links
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Once you have your Resources present, you can mention them in your Experiments by typing `#` and their title, and selecting the proposed autocompletion, or use directly the Link system to link them to an Experiment.
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See [Links](./experiments#linked-resourcesexperiments) section.
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Furthermore, Resources can be made bookable, see section below.
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## Booking Resources
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It is possible to use the scheduler (calendar) present on the Scheduler page to book Resources.
In order to book a Resource, it needs to be bookable (they are not by default). To do that, go to the Resource, and click "Modify booking parameters" from the top right menu with three vertical dots:
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To book a Resource, it must be made bookable. Resources are not bookable by default.
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To make a resource bookable, open its page and click the `Modify booking parameters` button from the toolbar.
| Allow booking this Resource | This is a general toggle to allow booking of the Resource |
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| Allow overlapping slots | Control whether it is allowed to have more than one booking slot at the same time |
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| Maximum slot time (in minutes) | Maximum number of minutes allowed for a single booking slot |
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| Maximum per-User future slot allowed | Number of future slots allowed for a particular User/Resource couple |
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| Allow cancelling a booking slot | Control whether Users are allowed to cancel a booking |
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| Minimum time before a slot can be cancelled (in minutes) | If "now" is closer than this number of minutes to the start of the event, it will not be possible to cancel it |
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## Adjusting permissions
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When a Resource is bookable, a new permission appears: "Can book":
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A modal with various settings opens:
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<figure>
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<imgsrc="/img/can-book-setting.png"alt="can book settings" />
By default, it will match who can read the entry, but it can be adjusted to fine tune who exactly has access to this Resource for booking it.
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## Archiving and deleting resources
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Resources can be archived or deleted just like experiments. The behavior is exactly the same.
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## Using the scheduler
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Once all is set, Users can click the "Book item" button in the toolbar, or select it from the Scheduler page, and click the calendar to drag a booking slot.
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Once all is set, Users can click the `Book item` button in the toolbar, or select it from the Scheduler page, and click the calendar to drag a booking slot.
Clicking an existing slot will display a modal window allowing several options such as binding the slot to an Experiment or another Resource, or cancel booking, with or without sending a notification to Users.
<figcaption>Selected item in the scheduler page.</figcaption>
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</figure>
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Note: "Past and future Users who booked this Resource" means all Users who booked the Resource in the past two months and the ones who booked it in the upcoming month.
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You can now move on to the [Scheduler](./scheduler) section to see how to work with your events.
It is possible to use the scheduler (calendar) to book Resources.
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Before proceeding, make sure you have a bookable resource. See [Make a resource bookable](./resources#making-a-resource-bookable) section.
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Select an item by typing its name in the searchbar.
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<figure>
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<imgsrc="/img/scheduler-select-item.webp"width='500'alt="select an item" />
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<figcaption>Select an item to create an event.</figcaption>
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</figure>
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You can now drag-and-drop a slot, confirm the "Title" of the event and click the `Create event(s)` button. You can select multiple resources to create many events at the same time.
<imgsrc="/img/scheduler-event-view.webp"width="700"alt="modal view of an event" />
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<figcaption>Viewing an event.</figcaption>
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</figure>
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The first line indicates the Title (or Comment) of the event. It is defined by the user when creating or editing the event.
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Below are the date of the event, the time slot, and the duration in minutes.
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### Bindings
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You can bind the slot to an experiment or a resource. Start typing on the "Search" textbox and select the entry you wish to relate to this event.
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<figure>
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<imgsrc="/img/scheduler-bind-experiment.webp"width="700"alt="Bind an experiment to an event." />
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<figcaption>Binding an experiment to the event.</figcaption>
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</figure>
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You can then view or unbind the entry.
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<figure>
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<imgsrc="/img/scheduler-binded.webp"width="700"alt="View or unbind" />
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<figcaption>View or unbind an experiment.</figcaption>
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</figure>
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### Edit an event
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Click the `Edit` button to edit an event. You can modify its title and starting/ending hours.
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<figure>
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<imgsrc="/img/scheduler-edit-event.webp"width="700"alt="Edit an event" />
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<figcaption>Edit an event.</figcaption>
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</figure>
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In the scheduler page, you can update an event with the following actions:
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- Drag-and-drop: Move the event to the desired start time.
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- Drag (by the end): Move only the ending hour of the event.
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<figure>
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<imgsrc="/img/scheduler-event-actions.gif"alt="Edit an event" />
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<figcaption>Different actions on an event.</figcaption>
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</figure>
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### Cancel an event
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Click the `Cancel` button to cancel an event.
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<figure>
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<imgsrc="/img/scheduler-delete-event.webp"width="700"alt="Delete an event" />
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<figcaption>Delete an event.</figcaption>
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</figure>
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You can add a custom message to inform the team members who are connected to this event. You can either send to **Members of the team** or to a list of users who booked this resource in a specific time range.
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### Browse events
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You can use the filters to reduce clutter on the scheduler view and look for specific events.
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<figure>
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<imgsrc="/img/scheduler-filters-category.webp"alt="filtering by category" />
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<figcaption>Filtering by category.</figcaption>
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</figure>
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<figure>
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<imgsrc="/img/scheduler-filters-owner.webp"alt="filtering by owner" />
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<figcaption>Filtering by owner.</figcaption>
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</figure>
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## Adjusting permissions
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When a Resource is bookable, a new permission appears: "Can book":
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<figure>
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<imgsrc="/img/can-book-setting.webp"width='400'alt="can book settings" />
By default, it will match the `Visibility` permission of the entry, but it can be adjusted to fine-tune who exactly has access to this Resource for booking it.
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## Archiving and deleting resources
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Resources can be archived or deleted just like experiments. The behavior is the exact same. See [Archival](./experiments#archival) section.
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