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Ed Baker
Natural History Museum, London, UK
ViBRANT
                    Virtual Biodiversity




Why Scratchpads?
ViBRANT
                                           Virtual Biodiversity




21st Century taxonomy
The challenge for modern taxonomists

   Goal…
     • Inventory the Earth’s species
     • Document their relationships
     • “Publish” & apply these data

   Data set…
     • 1.8 M described spp. (10M names)
     • 300M pages (over last 250 years)
     • 1.5-3B specimens

   People…
     • 4-6,000 scientists
     • 30-40,000 “pro-amateurs”
     • Many more citizen scientists?
ViBRANT
                                              Virtual Biodiversity




The problem

   Science is global
     • It needs global standards
     • Global workflows
     • Cooperation of global players

   Science is carried out “locally”
     • By local scientists
     • Being part of local infrastructures
     • Having local funders
ViBRANT
                                                     Virtual Biodiversity




Towards a solution
The European Distributed Institute of Taxonomy

     • A Network of Excellence (NoE)
     • 29 leading European, North American,
      & Russian natural history collections-based
      institutions
     • Circa 12M !, funded under EU FP6
     • March 2006 - February 2011

   Products…
     • Funding
     • Training & outreach
     • Websites
     • Integrated scientific activities
     • Inventories
     • Computer tools
ViBRANT
                                              Virtual Biodiversity




Goal


    “a scholarly communication system
   that is intertwined with the pursuit of
   natural history, rather than an after-
              thought or annex”
ViBRANT
                                                           Virtual Biodiversity




What is a Scratchpad?
 A website for you & your community




         1                      2                 3
     Your data             Uploaded &   “Published” & reviewed
                             tagged           on your site

     Fast                 Intuitive       Fit for use
ViBRANT
                                                  Virtual Biodiversity




Scratchpads
Overview

              • Hosted websites for taxonomists
              • Research & publication platform
              • Modular (Drupal) & flexible
              • Supports the taxonomic workflow
              • Bottom-up design, agile dev.
              • Ecosystem of communities (330+)
              • 7,350+ users (unpaid) from 2007
ViBRANT
                                       Virtual Biodiversity




Scratchpad Application Form
Free to any individual or community
ViBRANT
                                                                                  Virtual Biodiversity




Categories of Scratchpads




                                      Taxa
 (Classifications, taxon profiles, specimens, literature, images, maps, phenotypic,
               genotypic & morphometric datasets, keys, phylogenies)




    Conservation           Projects             Regions              Societies
ViBRANT
                          Virtual Biodiversity




Flexible Template Site
With easy navigation
ViBRANT
 Virtual Biodiversity
ViBRANT
                                                                                   Virtual Biodiversity




Sustaining Scratchpads
ViBRANT: Building on EDIT & the Scratchpads
      “To set up the means, tools and infrastructure to produce a more rational
        and a more effective framework for European Biodiversity research”

  •    A Virtual Research Environment (Scratchpads) where users can safely
       store, share and manage their research information.
  •    Analytical services for users to build identification keys and
       phylogenetic trees.
  •    A publication platform for users to automatically compile taxonomic
       manuscripts from their research database.
  •    A portal for users to centrally access publicly accessible biodiversity
       research information and literature.
  •    Training, support & sociological study, helping research communities to
       use these tools and services.
  •    A standards compliant technical architecture that can be sustained by
       the biodiversity research community.
ViBRANT
                                                                                 Virtual Biodiversity




ViBRANT logistics
   •   Starts December 2010 (36 months)
   •   Project website (http://vbrant.eu)
   •   Virtual Research Communities, CP-CSA, EU FP7
   •   !6.2M Euros (EU Contribution !4.75M)
   •   17 Partners in 9 countries, 603 person months

Collaboration…
  • ESFRI Projects: LifeWatch, ELIXIR & EMBRC
  • GBIF - controlled vocabularies, nodes & observational data recording
  • PESI, 4D4Life & related EU projects
  • Encyclopedia of Life, Barcode of Life & Biodiversity Heritage Library
  • South African National Biodiversity Institute & Atlas of living Australia
ViBRANT
              Virtual Biodiversity




Scratchpad
 Technical
 Overview
ViBRANT
                                                                                  Virtual Biodiversity




Scratchpad management
 Scalable & sustainable technology




                Hardware, software & user support
One virtual machine, open-source, self-archiving, backed-up, multi-site configuration
       (easy to move & upgrade, secure & reliable, low admin., low marginal costs)
ViBRANT
                                             Virtual Biodiversity




Scratchpad Developers Site




               http://dev.scratchpads.eu/
ViBRANT
                 Virtual Biodiversity




Scratchpad
Functionality
 Summary
ViBRANT
                          Virtual Biodiversity




Taxonomy


           Taxonomy import,
           management and
                 navigation
ViBRANT
                       Virtual Biodiversity




Bibliographic data




Reference manager /
Endnote support for
bibliographies
ViBRANT
                    Virtual Biodiversity




Images




Image galleries,
image upload &
annotation
ViBRANT
                                                        Virtual Biodiversity




Character Matricies




       Molecular & morphological character matricies
        (discrete, morphometric and text characters)
ViBRANT
                                          Virtual Biodiversity




Mapping
 • Point & TDWG region maps
 • Flexible polygon maps & annotations
 • GBIF point imports
 • Edit point location & metadata
ViBRANT
                         Virtual Biodiversity




Specimens & locations




 Specimen & location
 records (DwC)
ViBRANT
                        Virtual Biodiversity




Pages, Forums, Blogs
ViBRANT
                                                      Virtual Biodiversity




Mass Import




        Import from Excel file to any content type
ViBRANT
                  Virtual Biodiversity




Administration
ViBRANT
                     Virtual Biodiversity




    Putting it
   all together
- an example site
ViBRANT
                                                              Virtual Biodiversity




Scratchpad structure
                                list view

   Content types
                        image     biblio          page
  Taxonomy
                                            taxon page view

    term 1



    term 2
                                              custom view
                   node view
    term 3
ViBRANT
             Virtual Biodiversity




Home page
ViBRANT
                                  Virtual Biodiversity




Scratchpad 2 faceted search

 • Rapid content discovery
 • Systematic browsing
 • Content specific facet
   display (e.g. biblo, media)
 • Slickgrid filters for other
   content types
ViBRANT
                                   Virtual Biodiversity




Scratchpad 2 multimedia gallery
 •   New look
 •   Video support
 •   Faceted search & browse
 •   Embed YouTube &
     Vimeo
ViBRANT
                                         Virtual Biodiversity




Scratchpad 2 taxon pages
 • Easy publishing to EOL
 • Better content control
 • Direct editing
 • Parent-child data inheritance
 • Inspired by Natural History Guides
ViBRANT
                                                                            Virtual Biodiversity




Scratchpad 2 “publication” options
 Taxon descriptions
  • Manuscripts from Scratchpads to ZooKeys & PhytoKeys
  • Produced directly from the database
  • Three exemplar papers produced via SP1
  • Comprehensive new data structure in SP2




    1. Define the    2. Enter     3. Select taxa   4. Organise   5. Submit to
     publication     metadata       & content      manuscript       journal
ViBRANT
                Virtual Biodiversity




User Support
ViBRANT
                                             Virtual Biodiversity




Getting help




               http://scratchpads.eu/help
ViBRANT
               Virtual Biodiversity




The Sandbox
ViBRANT
                                         Virtual Biodiversity




Built in help, the FAQ & issues queue
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Swiss Orchid Foundation Scratchpads and ViBRANT overview

  • 1. Ed Baker Natural History Museum, London, UK
  • 2. ViBRANT Virtual Biodiversity Why Scratchpads?
  • 3. ViBRANT Virtual Biodiversity 21st Century taxonomy The challenge for modern taxonomists Goal… • Inventory the Earth’s species • Document their relationships • “Publish” & apply these data Data set… • 1.8 M described spp. (10M names) • 300M pages (over last 250 years) • 1.5-3B specimens People… • 4-6,000 scientists • 30-40,000 “pro-amateurs” • Many more citizen scientists?
  • 4. ViBRANT Virtual Biodiversity The problem Science is global • It needs global standards • Global workflows • Cooperation of global players Science is carried out “locally” • By local scientists • Being part of local infrastructures • Having local funders
  • 5. ViBRANT Virtual Biodiversity Towards a solution The European Distributed Institute of Taxonomy • A Network of Excellence (NoE) • 29 leading European, North American, & Russian natural history collections-based institutions • Circa 12M !, funded under EU FP6 • March 2006 - February 2011 Products… • Funding • Training & outreach • Websites • Integrated scientific activities • Inventories • Computer tools
  • 6. ViBRANT Virtual Biodiversity Goal “a scholarly communication system that is intertwined with the pursuit of natural history, rather than an after- thought or annex”
  • 7. ViBRANT Virtual Biodiversity What is a Scratchpad? A website for you & your community 1 2 3 Your data Uploaded & “Published” & reviewed tagged on your site Fast Intuitive Fit for use
  • 8. ViBRANT Virtual Biodiversity Scratchpads Overview • Hosted websites for taxonomists • Research & publication platform • Modular (Drupal) & flexible • Supports the taxonomic workflow • Bottom-up design, agile dev. • Ecosystem of communities (330+) • 7,350+ users (unpaid) from 2007
  • 9. ViBRANT Virtual Biodiversity Scratchpad Application Form Free to any individual or community
  • 10. ViBRANT Virtual Biodiversity Categories of Scratchpads Taxa (Classifications, taxon profiles, specimens, literature, images, maps, phenotypic, genotypic & morphometric datasets, keys, phylogenies) Conservation Projects Regions Societies
  • 11. ViBRANT Virtual Biodiversity Flexible Template Site With easy navigation
  • 13. ViBRANT Virtual Biodiversity Sustaining Scratchpads ViBRANT: Building on EDIT & the Scratchpads “To set up the means, tools and infrastructure to produce a more rational and a more effective framework for European Biodiversity research” • A Virtual Research Environment (Scratchpads) where users can safely store, share and manage their research information. • Analytical services for users to build identification keys and phylogenetic trees. • A publication platform for users to automatically compile taxonomic manuscripts from their research database. • A portal for users to centrally access publicly accessible biodiversity research information and literature. • Training, support & sociological study, helping research communities to use these tools and services. • A standards compliant technical architecture that can be sustained by the biodiversity research community.
  • 14. ViBRANT Virtual Biodiversity ViBRANT logistics • Starts December 2010 (36 months) • Project website (http://vbrant.eu) • Virtual Research Communities, CP-CSA, EU FP7 • !6.2M Euros (EU Contribution !4.75M) • 17 Partners in 9 countries, 603 person months Collaboration… • ESFRI Projects: LifeWatch, ELIXIR & EMBRC • GBIF - controlled vocabularies, nodes & observational data recording • PESI, 4D4Life & related EU projects • Encyclopedia of Life, Barcode of Life & Biodiversity Heritage Library • South African National Biodiversity Institute & Atlas of living Australia
  • 15. ViBRANT Virtual Biodiversity Scratchpad Technical Overview
  • 16. ViBRANT Virtual Biodiversity Scratchpad management Scalable & sustainable technology Hardware, software & user support One virtual machine, open-source, self-archiving, backed-up, multi-site configuration (easy to move & upgrade, secure & reliable, low admin., low marginal costs)
  • 17. ViBRANT Virtual Biodiversity Scratchpad Developers Site http://dev.scratchpads.eu/
  • 18. ViBRANT Virtual Biodiversity Scratchpad Functionality Summary
  • 19. ViBRANT Virtual Biodiversity Taxonomy Taxonomy import, management and navigation
  • 20. ViBRANT Virtual Biodiversity Bibliographic data Reference manager / Endnote support for bibliographies
  • 21. ViBRANT Virtual Biodiversity Images Image galleries, image upload & annotation
  • 22. ViBRANT Virtual Biodiversity Character Matricies Molecular & morphological character matricies (discrete, morphometric and text characters)
  • 23. ViBRANT Virtual Biodiversity Mapping • Point & TDWG region maps • Flexible polygon maps & annotations • GBIF point imports • Edit point location & metadata
  • 24. ViBRANT Virtual Biodiversity Specimens & locations Specimen & location records (DwC)
  • 25. ViBRANT Virtual Biodiversity Pages, Forums, Blogs
  • 26. ViBRANT Virtual Biodiversity Mass Import Import from Excel file to any content type
  • 27. ViBRANT Virtual Biodiversity Administration
  • 28. ViBRANT Virtual Biodiversity Putting it all together - an example site
  • 29. ViBRANT Virtual Biodiversity Scratchpad structure list view Content types image biblio page Taxonomy taxon page view term 1 term 2 custom view node view term 3
  • 30. ViBRANT Virtual Biodiversity Home page
  • 31. ViBRANT Virtual Biodiversity Scratchpad 2 faceted search • Rapid content discovery • Systematic browsing • Content specific facet display (e.g. biblo, media) • Slickgrid filters for other content types
  • 32. ViBRANT Virtual Biodiversity Scratchpad 2 multimedia gallery • New look • Video support • Faceted search & browse • Embed YouTube & Vimeo
  • 33. ViBRANT Virtual Biodiversity Scratchpad 2 taxon pages • Easy publishing to EOL • Better content control • Direct editing • Parent-child data inheritance • Inspired by Natural History Guides
  • 34. ViBRANT Virtual Biodiversity Scratchpad 2 “publication” options Taxon descriptions • Manuscripts from Scratchpads to ZooKeys & PhytoKeys • Produced directly from the database • Three exemplar papers produced via SP1 • Comprehensive new data structure in SP2 1. Define the 2. Enter 3. Select taxa 4. Organise 5. Submit to publication metadata & content manuscript journal
  • 35. ViBRANT Virtual Biodiversity User Support
  • 36. ViBRANT Virtual Biodiversity Getting help http://scratchpads.eu/help
  • 37. ViBRANT Virtual Biodiversity The Sandbox
  • 38. ViBRANT Virtual Biodiversity Built in help, the FAQ & issues queue