Hands on Activity with Morpho

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Hands on Activity with Morpho

• KNB Data Management Tools Workshop
• Samantha Romanello
• Long Term Ecological Research
• University of New Mexico

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In this activity we will

• Upload one data package using Morpho.
• Locate the data package using Morpho we have
  registered at the KNB site and add a data set.
• Add and edit metadata using Ecological Metadata
  Descriptors.

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Step 1 Log on to Morpho
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Open Morpho

• Locate the morpho software on your computer

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Open Morpho

• This is the screen that will open on your
  computer
• As a new user you will need to create a new
  profile

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Help in Morpho

• Morpho comes with complete instructions located
  in Morpho Help

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Help in Morpho

• The User Guide, will guide you step by step
  through all of the functions Morpho provides

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Creating a new profile in Morpho

• Follow the
• instructions in the
• wizard pop up
• window that opens
• by creating a
• profile name and
• adding your first
• and last name in
• the open dialogue
• boxes and click
• next.

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• At this point you will notice that you have to
  register for a new metacat account at the KNB
  site so you must stop with Morpho and go to the
  KNB website. Keep this window open.

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Registering with KNB

• http//knb.ecoinformatics.org/

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Registering with KNB

• in the lower left-hand part of your screen you
  will notice a login registration box

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Registering with KNB

• Click on link create new account to open the
  window where you can create your metacat account

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Creating your Metacat Account

• This window will open
• Please fill in the registration information
• Register as unaffiliated
• Information in red is required.

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Creating your Metacat Account

• Write down this information as you will need your
  username and password to create your profile in
  Morpho!
• You can use this account to search for data on
  the KNB website and to access data on Morpho

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Knowledge Network for Biocomplexity

• a national network intended to facilitate
  ecological and environmental research on
  biocomplexity.
• is an efficient way to discover, access,
  interpret, integrate and analyze complex
  ecological data from a highly-distributed set of
  field stations, laboratories, research sites, and
  individual researchers.

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Searching for data using KNB

• There are two ways to search for data using KNB

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Example Search
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Example of Search Results
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Example of Search Results
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Data Table Saved
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XML File
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Registering with KNB

• in the lower left-hand part of your screen you
  will notice a login registration box

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Registering with KNB

• Click on link create new account to open the
  window where you can create your metacat account

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Creating your Metacat Account

• This window will open
• Please fill in the registration information
• Register as unaffiliated
• Information in red is required.

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Creating your Metacat Account

• Write down this information as you will need your
  username and password to create your profile in
  Morpho!
• You can use this account to search for data on
  the KNB website and to access data on Morpho

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Creating a profile in Morpho

• Once you have registered at the KNB site and have
  established your metacat account you can return
  to the Morpho window and finish creating your
  profile in Morpho.

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Creating a profile in Morpho

• Enter the Metacat username and the organization
  name which you registered on the
  knb.ecoinformatics.org site.

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Creating a profile in Morpho

• Add an identifier prefix
• This identifier will become the prefix of your
  stored metadata file names for all the data set
  you enter under this profile.
• This identifier prefix can be anything

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Creating a profile in Morpho

• The last step is to login into the metacat
  server.
• Enter your Metacat password.
• This is the password you created on the KNB
  website

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Using Morpho to upload data

• We will begin to use Morph to create a data
  package using the third set of data and metadata.
• The software has a wizard package that walks you
  through step by step to upload data.

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Adding a new data package with Package Wizard

• There are 15 steps to upload data.
• Information in red is required.

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Adding a title

• Begin by adding the title and an abstract.

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Adding keywords

• Click on add to enter keywords

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Adding keywords

• This window will open
• Click add to enter more keywords
• Once all keywords are added press OK

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Adding keywords

• You will return to this window

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Adding people and organizations

• Add information about the people and organization
  responsible for the data

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Adding owners

• Enter information about the data owners
• To add owners click add button

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Adding owners

• This window will open
• Either information previously entered or if
  connected to Metacatfrom a different data
  package
• Information in red is required
• Click ok to enter

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Adding owners

• After you submit that information you will return
  to this page.

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Adding contact metadata

• Add information about whom to contact for
  questions about use

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Adding contact metadata

• Again, a new window will appear
• Information in red is required

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Adding contact metadata

• Either metadata previously entered or if
  connected to Metacatfrom a different data
  package
• Click ok to enter metadata

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Adding contact metadata

• After you submit that Metadata you will return to
  this page.

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Adding administration metadata

• Enter metadata on people who administer the
  dataset

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Adding administration metadata

• Again, chose from the earlier entries, another,
  data package or enter new information

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Adding administration metadata

• After you submit that information you will return
  to this page.

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Adding research project metadata

• Link data to other projects.

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Adding research project metadata

• A box to enter project Metadata will open

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Adding research project metadata

• Again, chose from the earlier entries, another,
  data package or enter new information

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Adding research project metadata

• If you select from a different data package a new
  window will open

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Adding research project metadata

• After you submit that information you will return
  to this page.

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Adding usage rights metadata

• Describe the intended usage rights of the data
  including restrictions

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Adding geographic metadata

• Describe the geographic region covered by your
  data

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Adding geographic metadata

• A new window will open to add metadata

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Adding geographic metadata

• You will return to this screen after you add
  information

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Adding temporal metadata

• Add Metadata about temporal coverage

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Adding temporal metadata

• A new window will open to add Metadata

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Adding temporal metadata

• You will return to this screen after you add
  information

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Adding taxonomic metadata

• Step 12 Enter taxonomic Metadata

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Adding taxonomic metadata

• With the citation information

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Adding methods and sampling metadata

• Enter metadata on the methods and sampling
  techniques used

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Adding methods and sampling metadata

• A new window will open

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Adding Access metadata

• Step 14 Decide on public access

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Adding access metadata

• Special access can be given to particular groups

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Adding a data table

• At this point you have completed adding the
  required metadata. You can either finish and
  save the metadata, or you can add a new data
  table. We will add the table.

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Adding a data table

• We will import the data table and add the
  documentation automatically

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Adding a data table

• Locate the data set

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Start Text Import Wizard

• To add metadata automatically for this data set,
  start import at row 1 and click column labels.
• The number of steps is determined by the data set.

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View and check data table

• If the asci file was saved with delimiters Morpho
  will format data table according to delimiters

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Add/edit metadata to each column of data

• Define each column

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Entering Data Table

• Once you have entered all the column metadata you
  can click on finish to enter

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Using Morpho to edit metadata

• Once data is up loaded to Morpho you can edit
  data or metadata
• This is the window that opens after you press
  finish in the morpho wizard.

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Either click on documentation in the data package
window
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Or click on edit in the Entity/attribute window
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A new window the Morpho editor will open

• Information with red dots is required
• Multiple editor windows can be opened at each
  metadata level

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Click on the pull down screen to jump to
information
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Using Morpho to edit metadata

• At this point we would like you to review the
  five levels of metadata descriptors (Data set,
  Research origin, Data set status accessibility,
  Data structural and Supplemental) and note what
  information was available through the archived
  data and what valuable metadata was missing.
• If valuable metadata is missing locate additional
  resources (perhaps the article)

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Remember metadata descriptors were designed to
answer the questions

• What relevant data exist?
• Why were those data collected and are they
  suitable for a particular use?
• How can these data be obtained?
• How are the data organized and structured?
• What additional information is available that
  would facilitate data use and interpretation?

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Editing metadata using Morpho

• Data set descriptors
• Research origin descriptors
• Data set status and accessibility
• Data structural descriptors
• Supplemental descriptors

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Editing metadata using Morpho

• Once you have completed going through and adding
  all the metadata you can you can close the editor
  and save the data locally.

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Data Set Descriptors

• Identity
• Identification code

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Data Set Descriptors

• Originator

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Data Set Descriptors

• Abstract

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Data Set Descriptors

• Keywords

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Data Set Descriptors

• Project description

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Research Origin Descriptors

• Research methods
• Experimental or sampling design

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Data Set Status Accessibility

• Where data is located

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Data Set Status Accessibility

• Who is the contact person

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Data Set Status Accessibility
How to access and use the data
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Data Set Status Accessibility

• Dates of when the data were accessed modified

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Data Structural Descriptors
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Data Structural Descriptors

• Variable information

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Data Structural Descriptors

• Units of measurement

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Data Structural Descriptors

• Data type
• Data format
• Data anomalies

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Supplemental Descriptors

• Data acquisition
• Quality assurance
• Supplemental materials

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Supplemental Descriptors

• Computer programs
• Archival info
• Publications/results
• History of data set usage

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Now its your turn.

• Using one of your own data sets
• Add another data package to morpho using the
  wizard.