Notebook Collections

A Notebook Collection points to other Notebooks as links. A Notebook Collection is one way of organizing Notebooks you have access to into groups.

In order to link to other notebooks from a Notebook Collection, the person creating the Notebook Collection must be a workgroup member of all the Notebooks with the role of Notebook editor or Notebook creator in each. Furthermore, the users who own the Notebooks in the collection will only be able to access the other Notebooks if they are members of the workgroups that own those Notebooks (according to their access role in the owner workgroup).

To Create a Notebook Collection:

  1. Click on the New Collection New Collection button and select Notebook Collection, or select Collections > New Collection > Notebook Collection.
  2. Give the Notebook Collection a title and description and choose whether to make it public or owned by a workgroup. You may want to create a new workgroup that owns the NB Collection that is made up of all the user’s whose notebooks will be contained in this collection (new workgroups are created by the System Administrator).
  3. Click on Create. The Notebook Collection will be displayed in the Document Tree with a different icon Notebook collection.
  4. Drag a Notebook to this Collection or copy and paste using the right-click Edit menu (Edit > Copy/Paste). You should see a paste dialog with a choice to paste as link or paste as relation (if your role is less than Notebook Creator or Notebook Editor, you will only have the choice to paste as relation).
  5. Choose Paste as Link and click Paste.

The Notebook will be displayed in the Notebook Collection. You can now hide the link to the individual Notebook and do all of your work within the Notebook Collection. (To hide a Notebook, select it in the Document Tree and click on Hide Collection Hide collection. To show it, go to the Collections Menu and choose Show Collections.)

Note that you can even drag (or copy/paste) the Notebook Collection to create a link within a File Cabinet. This is one way to group your research Projects in CERF so that you can easily find them.

Notebook Collection considerations. You can add Notebooks from any Workgroup you have access, to any Notebook Collection that you have access no matter which Workgroup they belong to. For example, you could create a Notebook Collection titled “Active Projects”, and link all the Notebooks you are currently working with under one Collection in order to find your active projects quicker. Notebook Collections are a useful for organizing your CERF Tree view into logical working groups. You can remove a linked Notebook from the Collection at any time without any affect to the actual Notebook.


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Last modified: November 25, 2025 at 9:36 pm by Lab-Ally LLC