MorphoBank v3.0 Users Guide

The MorphoBank Project


                Stony Brook, NY
                USA
            


Table of Contents

I. Overview
1. What is MorphoBank?
A Short Description
Advantages over desktop phylogenetics software
Why use MorphoBank?
2. Basic Concepts
The "Project" Workspace
Creating a project
Types of Data You Can Deposit
Taxonomic names
Specimens
Media
Matrices
Characters
Other data
Tools for Collaboration
Membership
Reveiwer Access
Managing access to data
Tracking changes to your data
Publishing
Copyright considerations
Selectively publishing project content
Linking to a published project using permalinks
Other ways to access published data
Project summary information
Folios
3. Common Types of Projects
Phylogenetic Projects with Matrices
Image-only Projects
Collaborations Fusing Large Lists of Characters and Taxa from Many Matrices
4. Navigation
5. How to Get Access
Resetting the Password for an Existing Account
Duration of login
6. Funding for MorphoBank
7. Citing MorphoBank in your publications
II. Using MorphoBank
8. Workflow
Creating a New Project
Setting Project Options
Naming your project
The project accession code
Setting citation information
Setting Up Context for Your Project
Media views
Taxonomy
Specimens
Bibliography
Adding Data
Media
Existing matrices
Creating new matrices
Inviting Collaborators
Editing Project Data
Publishing Your Data
9. Establishing Context for your Project
Media Views
Character and Taxon Partitions
Managing Taxonomy
Finding taxa
Adding new taxa
Editing taxa
The Operational Taxonomic Unit (OTU)
Specimens
Finding specimens
Adding and editing specimens
Project Bibliographies
Adding bibliographic references by hand
Importing bibliographic references from EndNotes
Searching
Exporting bibliographic data
Creating a shared bibliography across multiple projects
10. Using Media (Images, Video, Sound)
Uploading Media
Supported media formats
The add media button
Batch uploading media with the Batch Media Upload Tool
Using the Media batch upload tool
Using the Media Browser
View modes
Sorting
Filtering
Searching media
Using the MorphoBank Image Viewer
Editing Media
Updating media
Tagging media with metadata
Labeling images
11. Managing Characters
Character editor overview
Adding Characters
Adding a single character
Batch adding characters using a NEXUS file
Viewing lists of characters
Searching for characters
Moving characters
Editing characters
Edit basic character information ("character" tab)
Adding media to a character or character states ("media" tab)
Labeling media associated with characters
User comments for characters ("comments" tab)
Change history ("change history" tab)
12. Using Matrices
Starting a New Matrix
Importing a Matrix from a NEXUS Format File
NEXUS import caveats
Merging several NEXUS files into a single matrix
Handling of TREES and other unsupported NEXUS blocks
Editing
Editor overview
Characters
Character ontologies
Taxa
Cells
Making changes to your matrix data en-masse
Downloading a NEXUS-format copy
13. Folios
Creating Folios
Adding Media
Adding Matrices
Changing the Order of Media and Matrices
Previewing
Public Access
14. Project Documents
Adding a Document to Your Project
Listing Project Documents
Public Access to Project Documents
15. Managing Access
Adding Members to a Project
Types of access
Removing a Member From a Project
Anonymous Reviewer Access
Item-level Access Control
Who Gets to Edit What?
16. Backing Up Your Data
The Download Package
Project media
Matrices in NEXUS format
Project documents
Uploaded NEXUS files
Project data in SDD format
17. Publishing Your Data
Project Information Fields
Accessing Published Data on MorphoBank
Citing Your MorphoBank-Hosted Data
18. Project Duplication
Contacting MorphoBank
Duplicating Published Projects
Duplicating Unpublished Projects

List of Figures

2.1. Selecting the new project option from the project list
2.2. A vouchered specimen
2.3. An unvouchered specimen
2.4. Add Media Buttons
2.5. Matrix editor/viewer
2.6. Membership type menu
2.7. Access control menu
2.8. Item-level publishing status menu
2.9. Browse Projects list
4.1. MorphoBank main navigation bar when not logged in
4.2. MorphoBank main navigation bar when logged in
4.3. Typical side navigation bar
8.1. Creating a new project
8.2. Portion of Project Information form
9.1. The partitions button in the matrix editor button bar
9.2.
9.3. Portion of the taxonomic directory
9.4. Portion of the specimen directory
9.5. Specimen entry form for vouchered specimens
9.6. Specimen "Extended Info" entry form
9.7. Project bibliography list
9.8. Deleting the bibliographic reference that is used in citations
9.9. Editing a bibliographic reference
9.10. Project groups
9.11. Adding a project to a project group
10.1. New media upload form
10.2. Media editing form with specimen match menu visible
10.3. The media batch upload tool
10.4. The media browser
10.5. Media browser view modes
10.6. The media browser filter setup screen
10.7. Basic image viewer
10.8. Image viewer tool palette
10.9. Activating the Navigator feature
10.10. Image viewer with Navigator visible
10.11. Image viewer with labeling controls and label visible
10.12. Opening the labeling tools palette in the image viewer
10.13. The labeling tools palette in the image viewer
10.14. The "add label" button
10.15. Parts of a label
10.16. The show/hide labels button
10.17. The lock labels button
11.1. The character editor
11.2. The character list
11.3. Moving characters using the "move char" button
11.4. Editing of basic character information
11.5. The character media tab
11.6. Attaching media to a character
11.7. Character image viewer and labeling of character images
11.8. Adding a comment to a character
12.1. New matrix form
12.2. Matrix basic information editing form
12.3. The matrix File Uploads tab
12.4. The NEXUS Blocks tab
12.5. The project matrix list
12.6. The matrix editor in image display mode
12.7. Matrix editor controls
12.8. The in-matrix editor character editor list
12.9. The in-matrix editor character editor
12.10. Warning about changed character in the matrix
12.11. Warning about changed character in the Warnings window
12.12. The ontology button is located on the upper-right corner of the character list window
12.13. List of "set state" scoring rules for a matrix
12.14. The "add rule" window for "set state" rules
12.15. The "add rule" window for "media" rules
12.16. Visualization of a large set of "set state" scoring rules
12.17. Matrix editor button bar
12.18. Checking a matrix against a rule set
12.19. Setting matrix editor preferences
12.20. Matrix editor taxa list
12.21. Taxon/matrix row to which user does not have access
12.22. Setting access restrictions for a taxon in the matrix editor
12.23. The project member groups list
12.24. Adding a member to a group
12.25. The matrix cell editor window
12.26. Choosing an image to add to a cell
12.27. The matrix editor pan-and-zoom image viewer
12.28. The batch operations window
14.1. Adding a project document
15.1. The project member list
15.2. Adding a new member to a project
15.3. Granting anonymous reviewer access
15.4. Access control menu

List of Tables

11.1. Character media search summary
17.1. Project information options