Hands on Activity with Morpho

1
Hands on Activity with Morpho

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

2
In this activity we will

• Install Morpho on your machine
• Create one data package using Morpho and one of
  the three data sets.
• Add a data set to that package.
• If time allows you can create an Additional
  package using the other two data sets.

3
Help in Morpho

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

4
Help in Morpho

• Morpho comes with complete instructions located
  in Morpho Help

5
Step 1 download and install Morpho

• Open your favorite browser window.
• Go to http//knb.ecoinformatics.org/index.jsp
• Locate the Data Management section in lower right
  hand corner
• Click on the Link Morpho more information and
  downloads
• A new page will open
• Locate the Download Morpho section and click on
  the link Windows under the bullet If you
  need Java (or don't know), download a Morpho
  installer with Java (larger downloads)

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Step 1 download and install Morpho

• A dialog box will open and ask you if you want
  to run or save this file.
• Save to disk should be the default. If not
  click on the button next to Save to disk.
• Click on OK
• The default setting should be the desktop
• Save the morpho-1.5.1-jre.exe file to the
  desktop.
• A download window should open and show you the
  download process.
• Once the morpho-1.5.1-jre.exe file is downloaded,
  double click on the morpho-1.5.1-jre.exe icon
  that appears on your desktop.

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Step 1 download and install Morpho

• An installanywhere window will open --
  morpho-1.5.1-jre.exe.
• This window will lead you through the
  installation process.
• Click on next twice to move you through the
  first two screens introduction and important
  information
• The next screen will ask you where you would
  like to install the file. The default
  installation folder should be C\Program
  Files\Morpho-1.5.1. You will need to change this
  to the downloads folder located on C drive.
• Click on choose
• Browse through folders from desktop to my
  computer to local disk to downloads.

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Step 1 download and install Morpho

• Click on downloads folder and then OK
• C\Downloads should appear in the text box.
• Click next.
• It will ask you where you would like to create
  products icons.
• in a new Program Group Morpho1.5.1 should be
  the default. If not click the button next to
  this option and then next.
• It will ask you to choose a java VM for Use by
  the Installed Application.

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Step 1 download and install Morpho

• Install a Java VM specifically for this
  application should be the default. If not click
  the button next to this option and then next.
• The installation summary screen will appear.
  Click Install.
• The next screen will show you the progress of the
  install.
• The final screen will be the Install complete
  screen. Click done.
• That window should close.

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Registering with Metacat

• Before you open Morpho you will need to create a
  Metacat account.
• We will begin by opening your favorite browser
  and going to http//knb.ecoinformatics.org/

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Step 2 Registering with Metacat

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

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Step 2 Registering with Metacat

• Scroll the window down
• Click on link 'create new account' in the login
  registration box.

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Step 2 Creating your Metacat Account

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

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Step 2 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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Step 2 Creating your Metacat Account

• Click on register when you have completed the
  form.

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Step 3Open Morpho

• Using the start menu navigate through the All
  programs window and locate Morpho-1.5.1. Click
  on the Morpho-1.5.1 icon
• A new window will open to show you Morpho is
  loading. Another window will open on top and ask
  you to create a profile

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Step 3Open Morpho

• This screen shows you morpho is loading

• This screen opens when morpho is loaded

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Step 4Creating a Profile
Click on the link Create a new profile
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Step 4Creating a Profile

• 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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Step 4Creating a Profile

• Follow the instructions
• Start by creating a profile name using the
  initial from your first name and your last name
• For example
• Samantha Romanello
• Becomes sromanello
• Fill in your first and last name
• 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.

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Step 4Creating a Profile

• As we have registered at the KNB site and have
  established your metacat account we will finish
  creating our profile in Morpho by filling in your
  KNB account information

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Step 4Creating a Profile

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

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Step 4Creating a Profile

• Add an identifier prefix
• This identifier will become the prefix of your
  stored metadata file names for all the data sets
  you enter under this profile.
• This identifier prefix can be anything
  --typically it is the same as your profile name.

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Step 4Creating a Profile

• 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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Step 5 Using Morpho to Create a data package

• We will begin to use Morpho to create a data
  package using the metadata from one of the data
  sets you brought.
• The software has a wizard package that walks you
  through step by step to upload data.
• Information in red is required.

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Adding a new data package with Package Wizard

• There are 15 steps to upload data.

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Adding a title

• Begin by adding the title and an abstract.
• Click next to add Keywords

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Adding keywords

• Click on 'Add' to enter keywords

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Adding keywords

• A line will appear in the keyword window
• Click 'Add' to enter more keywords
• Put one key word on each line.
• Once all keywords are added press OK

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Adding keywords

• You will return to the previous screen
• Click Next to add information about the people
  and organization responsible for the data

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Adding people and organizations

• In the next set of screens you will add metadata
  about the
• Owner who created the data
• Contact who to ask about the data
• Associated parties other individuals responsible
  for the data

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Adding owners

• To add information about the data owners click
  'Add' button

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Adding owners

• A new window will open
• You can add new owner details or pick from a
  locally stored data package
• Information in red is required
• Click 'OK' to enter

35
Adding owners

• After you submit that information you will return
  to this page.
• Click next to add information about whom to
  contact for questions about use

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Adding contact metadata

• Click 'Add' to enter information about whom to
  contact for questions about use

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Adding contact metadata

• A new window will open
• You can add new owner details or pick from a
  locally stored data package
• Information in red is required
• Click 'OK' to enter

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Adding contact metadata

• After you submit that Metadata you will return to
  this page.
• Click next to enter information on people who
  administer the data set

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Adding administration metadata

• Click 'Add' to open window.

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Adding administration metadata

• A new window will open
• You can add new owner details or pick from a
  locally stored data package
• Choose a role
• Information in red is required
• Click 'OK' to enter

41
Adding administration metadata

• After you submit that information you will return
  to this page.
• Click next to link data to other projects.

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Adding research project metadata

• Click box to link data to other projects.

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Adding research project metadata

• Enter Project Information box will open
• Add a title
• Click 'Add' to enter personnel information

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Adding research project metadata

• This window will open
• You can add new owner details or pick from a
  locally stored data package
• Choose a role
• Information in red is required
• Click 'OK' to enter

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Adding research project metadata

• A new window will open
• Click on the appropriate package in the select a
  data package window.
• It will appear in the window select a previous
  entry from this package
• Click 'OK' to submit information

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Adding research project metadata

• After you submit that information you will return
  to this page.
• Click next to usage rights metadata

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Adding usage rights metadata

• Describe the intended usage rights of the data
  including restrictions
• Click in the window to add text.
• Click 'OK' to submit information

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Adding geographic metadata

• Describe the geographic region covered by your
  data
• Click 'Add' to open a new window.

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Adding geographic metadata

• A new window will open.
• You can choose from a predefined list or create a
  bounding box using lat long values.

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Adding geographic metadata

• You will return to the previous screen
• Click 'OK' to submit

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Adding temporal metadata

• Click 'Add' to enter Metadata about temporal
  coverage

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Adding temporal metadata

• A new window will open
• You can choose a range or single point
• Click 'OK' to submit

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Adding temporal metadata

• You will return to the previous screen.
• Click 'OK' to submit

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Adding taxonomic metadata

• Click add to enter taxonomic Metadata
• A dialog window will appear type in the window to
  add information
• Click next to submit information

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Adding methods and sampling metadata

• Click 'Add' to enter metadata on the methods and
  sampling techniques used

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Adding methods and sampling metadata

• A new window will open
• Type information in the appropriate window
• Click 'OK' to submit

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Adding methods and sampling metadata

• You will return to the previous screen
• Click 'OK' to submit

58
Adding access metadata

• Decide on public read access
• Click 'Add' to give special rights to individuals
  and groups

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Adding access metadata

• Special access can be given to particular groups
  or individuals within groups
• Refresh user list to update information on
  metacat
• Click 'OK' to submit

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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.
• At this point we will add a new data table.

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Adding a data table

• If you clicked finished you can add a data table
  by clicking on create/
• import data table in the tool bar under data

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Adding a data table

• You can create a new, empty data table import a
  data file into the package or describe the data
  file.
• This example shows how to import the data table
  and add the documentation automatically.
• Click locate to find data table

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Adding a data table

• Locate the data set on your computer

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Start Text Import Wizard

• To add metadata automatically for this example
  data set, start import at row 1 and click column
  labels.
• The actual process will depend on how the data is
  formatted.
• The number of steps is determined by the data set.

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View and check data table

• If the 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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Editing metadata using Morpho

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

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• At this point please create an additional data
  package with another one of the data sets you
  have brought.
• We will resume at four oclock to discuss Morpho
  with Laura Downey our senior usability engineer.