Part II. Using MorphoBank

Table of Contents

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