Mentoring – Paris – 14 octobre 2014 The herbonauts : user guide

Mentoring – Paris – 14 octobre 2014 The herbonauts : user guide
Mentoring – Paris – 14 octobre 2014
The herbonauts : user guide
Historique des versions du document
Version
1.0
Date
14/10/14
Commentaire
Version initiale
Rédaction
Marie-Elise Lecoq (GBIF France)
Relecture
Sophie Pamerlon (GBIF France)
Participants
Nom prénom
Paco Pando
Santiago Martínez de la Riva
Katia Cezón
Cristina Villaverde
Rui Figueira
Ines Paulino
Yuri Binev
Archambeau Anne-Sophie
Labeyrie Gallien
Lecoq Marie-Elise
Pamerlon Sophie
Structure
GBIF Spain
GBIF Spain
GBIF Spain
GBIF Spain
GBIF Portugal
GBIF Portugal
GBIF Portugal
GBIF France
GBIF France
GBIF France
GBIF France
Présence/Absence
Présent
Présent
Présente
Présente
Présent
Présente
Présent
Présente
Présent
Présente
Présente
Diffusion
Site internet du GBIF France
Objectif du document
Description de la démonstration réalisée lors de la présentation sur les
herbonautes durant le troisième workshop du Mentoring entre le GBIF Spain,
le GBIF Portugal et le GBIF France.
GBIF France – www.gbif.fr
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Table of contents
Editorial Part
3
Home page when the user is not connected
Home page when the user is connected
Modification of the editorial part
3
4
6
User
8
User creation
8
Quiz system
12
Quizzes management
Quiz
12
14
Mission
17
Mission page
Description
Mission management
17
17
20
Specimen
22
Specimen page
22
Contribution
24
Contribution page
Contribution Type
24
26
GBIF France – www.gbif.fr
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Editorial Part
Home page when the user is not connected
Home page
Screenshot 1: Home page
-
-
This page is divided in 4 parts:
“Who are we?”: this part, illustrated by an image of a plant from the
Paris Herbarium, explains why this website exists.
“Choose your first mission” shows the last two missions with their
description, name, goal and percentage already done. If you click on
“Display all the missions”, you will see all the existing missions (current,
past and future).
An example of a mission’s specimen randomly chosen.
Activity stream of the website.
GBIF France – www.gbif.fr
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Menu presentation
Why this website? : Explanation of the project
Paris herbarium: description of the main subject
FAQ: Frequently Asked Questions
Instructions: the user’s guide for contributing to the website
Which herbonaut are you? : Survey about the game
Screenshot 2: Menu presentation
Home page when the user is connected
Connection
Screenshot 3: connexion page 1
1. Click on the “log in” button.
2. Enter your login and password
GBIF France – www.gbif.fr
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Screenshot 4: Connexion page 2
3. If you forgot your password, click on the link “forgot my password” and
enter your password or login. The system will send your new password
by e-mail.
Home page
Screenshot 5: connected home page
This page is divided in 5 parts:
1. All of the missions that I contribute in with a highlighted mission.
2. Stream of my own alerts (conflicts)
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3. Herbonauts activities on the website, in the missions where I contribute
and relative to my own actions.
4. News stream
Modification of the editorial part
Link / URL / Title:
1. You need to connect as Admin.
2. Click on the profile picture and you will see the admin menu
3. Click on « menu link »
Screenshot 6: Links
4. Click on Edit for any modification
Screenshot 7: Link edition
GBIF France – www.gbif.fr
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Content
1. You need to connect as Admin.
2. Click on the profile picture and you will see the admin menu
3. Click on « content»
Screenshot 8: existing contents
4. Click on Edit for any modification
Screenshot 9: edit content
GBIF France – www.gbif.fr
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User
User creation
1. Click on “connect”
2. Enter your login, email and password. It is not possible to have two
accounts with the same email.
3. Click on “register”.
Screenshot 10: user creation
User management
Profile page
Screenshot 11: Profile page
GBIF France – www.gbif.fr
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Everybody can see this page even if the user is not connected. You can see
your statistics (number of missions, number of contributions, number of
specimen seen and badges won). You can see three different tabs:
a. The first one with the information on the missions in which you are
registered.
b. The second one gives you information about your own contributions.
c. The last one shows you a map displaying the specimens that you have
georeferenced.
You can see the flow of your own activity on the right.
Modification of your profile
Screenshot 12: modification of your profile
1. You can change your avatar, email, first name, last name, description and
town. It is not possible to modify your login.
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Screenshot 13: modification of your password
2. You can change your password.
Leader management
1. You can manage your profile (see user management).
2. You can create a mission (see mission part).
Administration management
1. You can manage your profile (see user management)
2. You can add or remove the leader role to a specific user.
Screenshot 14: List of the leaders
GBIF France – www.gbif.fr
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3. You can modify the links and contents of the menu (see editorial part)
4. You can modify the mission priority
Screenshot 15: List of the missions
5. You can manage the quizzes (see quiz part)
GBIF France – www.gbif.fr
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Quiz system
Quizzes management
There are six levels in the herbonauts. In order to win a level, you need
to correctly answer all of the questions from a quiz.
Creation of a quiz
1.
2.
3.
4.
5.
You need to connect as Admin.
Click on the profile picture and you will see the admin menu
Click on « Quiz management »
Click on « New Quiz »
You need to fill in a form with different information (name, level links to
the new quiz, description, etc.)
Screenshot 16: new quiz
6. Click on « Edit » for adding questions to this quiz and adding the
congratulation message that will be shown to the user for correctly
ending this quiz. You need to add at least one question by quiz.
GBIF France – www.gbif.fr
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Screenshot 17: quiz page
7. Click on « Add Question » for adding a question to the quiz. You can add
a picture and you have to enter a question, a description of the question
and propositions of answers.
Screenshot 18: Add question to a quiz
Edit a quiz
1.
2.
3.
4.
You need to connect as Admin.
Click on the profile picture and you will see the admin menu
Click on « Quiz management »
Click on « Edit » for modifying questions, the congratulation message,
the title, etc.
GBIF France – www.gbif.fr
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Quiz
1. On the contribution page, a pop-up shows up when you are allowed to
take the quiz. You can define on the configuration file how many
contributions the user has to do before being able to take a quiz and win
a level.
Figure 1: Popup "Access to a quiz"
2. If you go to the URL : /quiz/{name_of_quiz}
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Take the quiz
GBIF France – www.gbif.fr
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GBIF France – www.gbif.fr
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Mission
Mission page
Description
Screenshot 19: Mission page
You can see different information about the missions: the leader’s name,
the total number of specimens, and the beginning date of the mission.
You can see the statistics of the mission (members, number of specimens
seen and complete specimens, the progress of the mission and the top
contributors)
-
You have 7 tabs:
Presentation of the mission: description of the mission by the leader
Contributions: list of all the contributions made by the users on this
specific mission.
Report: when the mission is closed, the leader can add a report with a
map and the result of this mission.
Members: list of the members that contributed to the mission at least
one time
Journal:
Map: map of the specimens geolocated by the user during the mission.
Discussion: comments of the users on this mission
GBIF France – www.gbif.fr
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Last comments and activity stream are also shown on this page.
Participate to a mission
1. Click on the “Join the mission” button. You can leave the mission by
clicking the “I am a member of this mission” button.
2. Click on “Contribute” to begin to contribute to this mission.
Screenshot 20: Join a mission
Mission link
The mission link allows you to directly access your missions, the missions
that you created and the main missions’ page.
GBIF France – www.gbif.fr
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Screenshot 21: List of the missions
Missions’ page
1. You can access the mission page by clicking on the “mission” link on the
menu.
2. You can access this page by using this URL: /missions.
3. When you are not connected, you can also access it by clicking the
“Show all the missions” button at this end of the home page.
4. You can access this page from the contribution page
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Screenshot 22: missions page
You can see all of the missions sorted in three separate tabs: current
missions, future missions and closed missions.
Mission management
Mission creation
To describe a mission, you need a picture (thumbnail and full size), a
title, short and full descriptions and you have to decide whether the
mission will be published or not (visible by users).
To configure a mission, you need to define a first language, a target of
contributions needed for closing a mission and an opening date. You can
specify a unique country. In this case, the user will have to answer about
county 1 and county 2.
The “add specimen” tool does not work so you have to manually add
your specimen on the database. You also need to connect the picture to
the mission. This part is more complicated.
Mission management
You have 4 tabs:
- Parameters: displays the same information than the creation page and
you can modify each field.
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- Specimens: list of the specimens
- News: list of the news that the leader sent to the participants
- Members: list of the members (name, login, Facebook connection or
not). The leader can send an email to a specific participant or can ban a
user.
Screenshot 23: Mission creation page
You can close or re-open a mission by clicking on the “closed” button or
“re-open”
GBIF France – www.gbif.fr
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Specimen
Specimen page
Access to the specimen page
1. By clicking on the link in the name of the specimen in all of the
contributions tabs around the website.
2. By clicking on the link in the contribution page
3. By using the URL:
/specimens/{institutionCode}/{DatabaseCode}/{SpecimenCode}
Specimen page
Screenshot 24: specimen page
Like the other pages, this one is divided in 4 blocs: description, statistics,
tabs and activity stream.
You can see the validated information resulting of the different users
contributions: country, county, date, collector, identified by, locality,
geolocation.
The other information is linked to the specimen itself: the tropicos link
and the missions using this specimen.
GBIF France – www.gbif.fr
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You can see the statistics of the mission (how many contributions and
how many contributors)
-
There are 3 tabs when you are not a leader and 4 tabs in the other case:
Contributions: list of all the contributions made by the user on this
specific mission.
Detailed contribution: (just for the leader) list of the informations for
each contribution.
Map: map of the specimens geolocated by the user during the mission.
Discussion: comments of the user on this specimen
You can see the stream of the specimen activity (last contribution made
on it).
Screenshot
25
GBIF France – www.gbif.fr
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tab
in
the
specimen
page
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Contribution
Contribution page
Access to the contribution page
1. Go to a mission page and click on “contribute”. This way uses the
random draw.
2. Go to a specimen page and click on “contribute”. This way does not use
the random draw.
3. Use the URL: /missions/{missionId}/specimens/{specimenId}
4. In the contribution page, if you click on the “next specimen” button, you
will access to another contribution page using the random draw.
Screenshot 26: contribution page
Image of the plant
1. You can zoom on the image to see more detail.
2. You can move the image to see each label.
GBIF France – www.gbif.fr
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Screenshot 27: image of the plant in the contribution page
Description of the specimen
1. You have a image of the specimen
2. Links to the mission page, to the specimen and to the species page (list
of others specimens from the same species)
3. You have the unusable image button and the next specimen
GBIF France – www.gbif.fr
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Screenshot 28: Description of the specimen in the contribution page
Contribution Type
You have 7 different contribution types: country, region, sub region,
date, collector, identified by, locality and geolocation.
Country contribution
You can select a country on a control vocabulary using a drop-down list. You
have three check boxes:
- If the information is not written on the label, click on “no information”
- If you gathered the information through other informations as town or
department, click on “I deduced”
- If you are not sure of your answer, click on “I hesitate”.
You can access the help by clicking on the “help” sign.
Screenshot 29: country contribution
GBIF France – www.gbif.fr
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Region contribution
You can select a region in a controlled vocabulary based on the country chosen
using a drop-down list. You have three check boxes:
- If the information is not written on the label, click on “no information”
- If you gathered the information through other informations as town or
department, click on “I deduced”
- If you are not sure of your answer, click on “I hesitate”.
You can access the help by clicking on the “help” sign.
Screenshot 30: Region contribution
Sub region contribution
If the country is set for the entire mission, you don’t see the country
contribution but the sub region contribution.
You can select a sub-region (department or town) in a controlled
vocabulary based on the country chosen using a drop-down list.
You have three check boxes:
- If the information is not written on the label, click on “no information”
- If you gathered the information through other informations as town or
department, click on “I deduced”
- If you are not sure of your answer, click on “I hesitate”.
You can access the help by clicking on the “help” sign.
Date contribution
Fill in with the date of the collect: a date or a period. You can be confronted
with three different cases:
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- The exact date is indicated on the label: write the date using the format
JJ/MM/AAAA (example: 27/12/1934)
- A date is indicated as a period: write the date using a period format as
'Between JJ/MM/AAAA and JJ/MM/AAAA'
Example: if the indication written on the label is 'march 1875', you need
to enter the period 'between 01/03/1875 and 30/03/1875'.
For the indication date 'missions 1870-1872', you need to enter the
period 'between 01/01/1870 and 31/12/1872'.
- If no information enables you to know the date on the label, check the
box 'No information'
Screenshot 31: Date contribution
Collector contribution
Enter the name of the botanist that has collected the plant, as indicated on the
label, using the format "Name, initial of the first name ", (ex: Dupont, T.). With
the validation of your contribution, the botanist will be registered.
Then if you enter the first letters of the botanist name, a list of available names
will be displayed, you just have to select the right name;
If there is more than one collector written on the label, you can indicate other
botanists by clicking on the button 'Add a collector' using the same system as
explained above.
You have two check boxes:
1. If the information is not written on the label, click on “no information”
2. If you are not sure of your answer, click on “I hesitate”.
GBIF France – www.gbif.fr
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Screenshot 32: Collector contribution
Identified by contribution
Enter the name of the botanist that identified the plant. If no information
enables you to know the botanist, check the box "No information".
You have two check boxes:
1. If the information is not written on the label, click on “no information”
2. If you are not sure of your answer, click on “I hesitate”.
Screenshot 33: Identified By contribution
Locality contribution
Transcribe, with accuracy, the geographic data of the locality where the plant
has been collected that is written on the label. Observe word order, language,
orthography, and abbreviations.
You have two check boxes:
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1. If the information is not written on the label, click on “no information”
2. If you are not sure of your answer, click on “I hesitate”.
Screenshot 34: Locality contribution
Geolocation contribution
Write the Geolocation of the plant collect site. You have two different ways to
do this:
- Enter directly the geographic coordinates written on the label in the two
boxes latitude (north/south) and longitude (east/west).
Accepted format:
o Latitude: 43 16 40 N - Longitude: 0 23 41 O
o Latitude: 43º16'40"N - Longitude: 0º23'41"W
o Latitude: 43º16'40"N - Longitude: 0º23'41"O
o Latitude: 43,15651 - Longitude: 0,15871
Locate, the more precisely possible, the site in the map by clicking on the
'Map'.
- Click on the map at the place matching the locality written on the label.
It is possible to use the search field on the top left of the map.
Screenshot 35: Geolocation contribution
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