Guide for Keeping Laboratory Records
What To Do and What Not To Do
Do:
- use a bound notebook
- write legibly
- write in ink
- explain acronyms, trademarks, code or unfamiliar jargon
- attach to your lab notebook loose notes, emails, letters, graphs, figures and charts containing any part of conception of an idea or result of an experiment
- title, sign and date each attachment, as well as each laboratory notebook page
- record the objective of an experiment as well as the results obtained in as much detail as possible
- have at least one non-inventor person who is familiar with your field sign and date each page, stating that he/she has “read and understood” your work
- obtain a signed and dated statement from collaborators and/or contractors who carry out the experiments you designed, stating "experiments run by [insert contractor/ collaborator name], under the direction of [insert the experiment designer's name]”
- record thoughts, conversations, lab meeting discussions, contractor oral reports and discussions, as well as wild speculations and future plans
- write in the active voice
- report completed experiments in the past tense
- give cross references to previous experiments and/or projects
- use a table of contents to provide cross references
- keep your lab notebook under lock and key when you are not in the lab
- track and save completed lab notebooks
Do not:
- use binders, loose leaf or spiral notebooks
- blot out or erase mistakes
- modify the data
- rip pages out
- skip pages
- leave a page blank
- cover any writings in the notebook by affixing graphs and/or charts over them
- write in the passive voice
- use words such as “obvious” or “abandoned” as they have tremendous legal significance
Tips for Electronic Notebooks
Do:
- clearly define what you/your lab mean by electronic notebooks: To some, data generated on a computer and affixed to a paper notebook is an electronic notebook. To others, saving data on the desktop or hard drive of their computer is an electronic lab notebook. Yet to a third group, a particular software, e.g., LabTrack, is an electronic notebook
- adopt an official procedure for electronic record keeping. Who will be the custodian of the electronically stored data? Is there a backup?
- back up and write protect all electronic data
- retain all electronic copies for the duration of the appropriate document retention period
- store your electronic notebook contents on unchangeable mediums, e.g., CDR, or in an electronic archive that cannot be modified
- use software/ hardware which prevents editing the original document, i.e., WORM (Write Once, Read Many)
- time stamp your entries.
- restrict access to the electronic notebook using key and screen locks, and/or passcodes.
- associate the identity of each author and/or witness with each record automatically
Do not:
- create and store records randomly on disks, desktops, or hard drives
- store records on media that have limited shelf-life
- allow access to the electronic records by unauthorized personnel
- rely on methods of dating your entries that can be altered
- alter any portion of an electronic document