Skip to content

Creating Your Personal DataScribe Organization

This guide will walk you through setting up your own DataScribe organization from scratch, helping you build a customized research data management environment tailored to your specific needs.

Account Setup

1. Creating Your Account

  1. Visit DataScribe.cloud and click the "Sign Up" button
  2. Enter your professional email address and create a secure password
  3. Verify your email address through the confirmation link
  4. Complete your profile by adding your name and professional details

2. Subscription Selection

  1. Choose a subscription plan that fits your needs:
  2. Basic: For individual researchers (Free)
  3. Standard: For small research teams ($X/month)
  4. Professional: For departmental research ($Y/month)

  5. Enterprise: For institutional implementation (Contact sales)

  6. For paid plans, enter your payment information or institutional billing details

  7. Review the features included in your selected plan

Creating Your Organization

1. Organization Details

  1. From your dashboard, click "Create Organization"
  2. Enter your organization information:
  3. Organization name
  4. Type (Academic, Corporate, Government, Non-profit)
  5. Description of research focus
  6. Website (optional)

  7. Logo (optional)

  8. Click "Create" to establish your organization

2. Organization Settings

Configure your organization's essential settings:

  1. Branding:
  2. Customize colors to match your institution
  3. Upload header images for reports

  4. Set email template appearance

  5. Security Settings:

  6. Password complexity requirements
  7. Session timeout periods

  8. Two-factor authentication requirements

  9. Default Permissions:

  10. Set baseline access levels for new members
  11. Configure approval workflows
  12. Establish data sharing policies

Building Your Data Infrastructure

1. Creating Data Structures

Develop the framework for organizing your research data:

  1. Go to "Data Structures" in the main navigation
  2. Click "New Structure"
  3. Choose your approach:
  4. Start with a template from your field
  5. Import an existing structure (CSV, Excel)

  6. Design a custom structure from scratch

  7. Define your folder hierarchy:

  8. Main research areas
  9. Project categories
  10. Dataset types

  11. Analysis outputs

  12. Apply metadata templates to relevant folders:

  13. Publication metadata
  14. Dataset descriptors
  15. Researcher attribution

  16. Timeline tracking

  17. Save and implement your structure

2. Designing Data Travelers

Create custom forms for consistent data collection:

  1. Navigate to "Data Travelers" in the main menu
  2. Click "Create Traveler"
  3. Design your form with appropriate fields:
  4. Text inputs (short and long-form)
  5. Numeric fields with validation
  6. Selection menus (dropdown, multiple choice)
  7. Date and time selectors
  8. File upload fields
  9. Location data (GPS coordinates)
  10. Calculated fields

  11. Conditional logic

  12. Configure validation rules:

  13. Required fields
  14. Data range constraints
  15. Format requirements

  16. Cross-field validation

  17. Set up workflow steps:

  18. Submission
  19. Review
  20. Approval

  21. Publication

  22. Save and test your traveler

Setting Up Integrations

Extend your DataScribe capabilities by connecting to other tools:

1. Google Drive Integration

  1. Navigate to "Settings" → "Integrations"
  2. Click "Connect Google Drive"
  3. Follow the OAuth authorization prompts
  4. Select which Drive folders to make available

2. Additional Integrations

Connect to other research tools based on your subscription:

  • Electronic Lab Notebooks (ELN)
  • Citation management systems
  • Statistical analysis software
  • Institutional repositories
  • Data visualization tools

Inviting Team Members

Build your research team within the platform:

  1. Navigate to your organization page
  2. Select the "Members" tab
  3. Click "Invite Members"
  4. For each team member:
  5. Enter their email address
  6. Assign appropriate role (Admin, Editor, Contributor, Viewer)
  7. Set access permissions for specific data structures

  8. Include a personal message (optional)

  9. Click "Send Invitations"

  10. Monitor invitation status and send reminders if needed

Setting Up Your First Project

Bring everything together in a complete research workflow:

  1. Navigate to "Projects" and click "New Project"
  2. Define your project:
  3. Project name and description
  4. Research objectives
  5. Timeline and milestones

  6. Team assignments

  7. Link relevant data structures

  8. Associate appropriate data travelers
  9. Configure analysis templates
  10. Set up reporting schedules

Next Steps

Once your basic organization is established:

  • Custom Workflows: Create automated sequences for repetitive research tasks
  • API Access: Connect DataScribe to your existing research tools
  • Knowledge Graph: Explore relationships between your research entities
  • Advanced Analysis: Set up integrated statistical and visualization tools
  • Templates Library: Create reusable assets for your team

Getting Help

If you need assistance at any point:

  • Documentation: Explore our comprehensive guides in the Help Center
  • Community Forum: Connect with other DataScribe users at community.datascribe.cloud
  • Support: Contact our technical team at support@datascribe.cloud
  • Webinars: Join our regular training sessions for new features
  • Consulting: Schedule a session with our research data specialists

Congratulations on creating your DataScribe organization – your journey to more organized, efficient, and insightful research begins now!