I’ve seen people use many different systems for documenting their lab work: a traditional hard cover notebook, sheets of paper in ring binders, electronic notebooks, post-it notes stapled together, even permanent marker directly on the lab bench…
Personally I like to have a plain lab notebook that I write in by hand. It’s a calming ritual, at the end of the day, to think over what I’ve done and to paste in gel images and the like. But beyond the haptic pleasures of writing and amateur arts-and-crafts, paper notebooks have a feature that digital notebooks cannot replace.
One number to rule them all…
Paper note books are linear. What I do is to number the pages in my lab notebook sequentially, and continue the numbers even when I start a new volume. I don’t start a new book for each new project, and I keep everything in strict chronological order. If your lab has pre-numbered books that’s fine too, just prefix the page numbers with the volume number.
You might ask: isn’t that just how page numbers work? Where’s the hack? Here’s my secret: I use the page numbers to label everything associated with the experiment on a given page, from tubes and vials to computer files. That has simplified many things in the lab for me.
If I find a tube in the freezer, I can always be confident that I know where it comes from. If I find some imaging files on the server, I can find which slides they come from and which experiment they were associated with.
Say goodbye to tube-labelling woes
It’s also much easier to label lab vials and slides with this method. There’s not much space for labelling on most labware. I’ve seen people struggle to squeeze in their initials, the date, and a description of contents in the one square centimeter of usable surface on a typical Eppendorf tube.
All I need to write is the lab book page number (I’ve reached three digits now, but don’t think I would go beyond four in my career) and the tube’s own number, max four to five characters. All other details go into the lab book. The tube has a unique identifier within the context of my lab space and documentation, and there’s only one place I have to look. No fancy relational databases, barcodes, or QR codes required.
Why this works for me
What is clear is that some self-discipline is needed to keep things coherent. Lab work rarely goes in one straight line, and most people have several projects going at the same time. Some people tout digital lab books as the ultimate solution, because you don’t have to keep them linear but can create separate work spaces, attach digital files, edit them collaboratively, etc.
In the lab, projects and experimental plans continually branch and fork; the only thing that constantly moves in a single linear direction is TIME. The main attraction of digital notebooks – that they allow you to branch and fork your documentation as your projects develop – is also their biggest drawback. It creates more complexity, when as a scientist my work would often benefit from pruning back such complexity aggressively.
On the other hand, a good digital content management system is a huge help with organizing projects and collaborations. My institution uses Confluence and I think it works well for most of what we need to do. By no means am I suggesting that you should only use a paper notebook. Optimized protocols, written reports, and freezer content lists – things that can change and be shuffled around – go into the CMS, but the main record of experimental work goes into the paper notebook.
Tips for keeping a sane notebook
- Choose a hardcover notebook with sturdy binding, no flimsy ring-bound books!
- Start new entries on the recto page (the right hand side of two facing pages) so it’s easier to flip through and browse. Leaving the facing verso page blank is useful for adding notes or cross-references afterwards (but NOT new results).
- Underline or highlight the headings so you can skim your records quickly.
- Use glue, not tape, to paste things in. Cheap tape can often come loose or discolor, especially with the type of glossy paper that is used for photo printers.
- Don’t put off writing in your notebook. Even if you are in a hurry, scribble down what you can and leave a blank space so that you can come back and write it out properly later.
- Choose a book with lightly colored rules or squares, otherwise they will show up too dark in scans or photocopies
- Scan each volume of your notebook as a digital backup when you are done
I don’t always follow all my own tips, but this is the system that I’ve been keeping to since my PhD, and it has worked well for me. Hope that these tips will be helpful to lab newbies who are considering their options.