The User Interface
TaxonWorks offers conventions via a unique user interface building in forward-aware methods like automated data validation to aid navigation and data fitness.
- TW seeks to offer a user interface (UI) that is as intuitive as possible that supports elegant software features to improve both the experience and the data products.
- This guide and manual exemplify one way in which the Species File Group and TaxonWorks endeavor to build a sustainable, open, transparent community. The software and process for building and maintaining the content here were selected specifically for ease of community curation of this resource.
- The structure, tasks, and features of TW focus on addressing specifically-stated needs of those using the product. We use an agile, "epic story" approach that can be summarized as: As a [your role], I want to do [your task], in order to accomplish [some product].
- Note color conventions used in the TW UI offer information to orient the observer to more information (e.g. this task is still under development, or these data are shared across projects).
This screenshot provides a quick overview of the TW User Interface after log in. In the caption, you will find brief descriptions of each highlighted feature. If you have an account, please log in and click to try header menu options.
- In the header menu (left-to-right), click
TaxonWorksto return to this
software version number(e.g. v0.28.0)
Issuesto submit an idea or issue to GitHub
Projectto manage a specific project
Administrationto see/access all projects you administer
Accountto access your own account information
In the main section (left-to-right): click items under the headers. Options under
Projects give you access to all your projects. With
Data you can view
recently created data added for that project. With
Preferences you can order the User Interface hub options
- On the far bottom right, note the four icons (top to bottom).
- Click a half-circle icon on the right side to open a panel
The red circle opens the
PDF Document viewer. The green circle gives you a
Pinboard to access frequently used items like source PDFs. With the blue circle, you get a
Clipboard for frequently used text. The orange circle provides built-in context-dependent
Next, for any given Project you select, notice the UI changes once you click
Administration for that Project. In the Administration module you can, for example: see/add project members, and control permissions. In any TW sandbox, you can add yourself to other projects using the
Administration link. See next for more about the
In the main section under
Projects you can click to create a
New Project or use
Projects overview to find a Project and add a current TW user as a member.
Users section, you have options to add a
New user, add multiple users using
Batch add new,
List all users, and see the
Activity for all Projects and Users.
Data topic, using
Overview you can create specific reports for different data types and projects. With
Health you find any data issues that the TW software has detected.
Reindex opens an option for you to create Darwin Core (standard) occurrence records.
Add New Project
- To create a
Administrationin the header menu,
- then under
- Enter the desired
Namein the field provided
- You are a member by default.
- Uncheck if creating for others.
- For the
API access tokenyou select
Generate new tokenif you want to be able to access your data programatically
clear api access tokenif you need / want to stop all public programatic access to your data.
As a result, your
Dashboard list will include the new Project. If for some reason you find you need to edit the name of your project, it's also editable after creation.
Adding folks to projects
Users need to be added to TW before they can become
Project members. Once a user, they can be added as members, to any project desired. If you are flagged as an administrator you can do everything in the workbench. As an admin, you see the
Adminstration link in the header menu. Feel free to add users to your sandbox through the
Sandbox Only: Feel free to add yourself to projects that are currently not visible to you. Steps to do this:
Projects overview(on left)
- Review the list, select one using Double click for that
Add project member, find your name
Create Project member
Add New User
Before adding anyone to the list of TW
Users, please check the list as someone may already be in the TW Community through another project. In this case, you'll need to add them to your project as a new member. If they do need a
User account, see the following steps.
- Signin to TaxonWorks
- Select the
Administrationin the header menu
- Then under
Users, click list to search existing list.
- If you do not find the name / email you are looking for, go back one step to
Newand fill out the form.
- Type their
- Enter their
- Provide a
Password(It will be temporary, they will need to reset it).
- Retype the
- (Optional) select
Is administratorif you want them to have this role.
- (Optional) select the matching
Personif they are in TaxonWorks.
- (Optional) select
Generate new api access tokenif desired for a
Userthat wants to query the TW Project database programmatically.
- Type their
- Send the new
Note: you can also go to
Batch add new to add many
users at one time (see under
Batch add new) and you will need their email and name string for each new user.
Note: in TaxonWorks a
Person differs from a
User. To be a
Person in TaxonWorks, you have been vetted and with best practice, you have a globally unique identifier (e.g. an ORCiD or Wikidata Q number).
Add Project Member
When you want to add an existing TW
User to a
Projectsee these steps:
- After signin, select the desired
- Then click
Projectin the header menu
Add project member
- Search the
Userand once found, click to select
- (Optional) select
Is administratorif desired
Create Project member
- (Optional) you may want to send the new
Project membersan email if need be with a link to the new project.
If you need to add many folks at one time, use the
Add many project members option instead. (See
Add many project members) and select the desired individuals and click
Create project members.
Inside a Project
Note that once you log into a given project, you see 3 options for interacting with others and data. See the
Tasks provide you with one-click access to working on a specific activity such as
Filter Sources for the ones you seek or
Comprehensive Digitization of specimen data.
- currently 80 tasks exist in TW
- tasks can be customized
- new tasks can be written
- you can search tasks
- tasks are associated with given global concepts (e.g.
Favorites tab, you can store your most-used tasks (aka activities) for quick access to what you do most often.
- To add a task to appear in your
Favoritestab, click the 'star' on the task card.
Data tab provides you with more of a traditional table view of information as stored in TW. Here you begin to get a sense of how the data are structured and related in TW.
If you would like more details about the TW Data Model, see the Data section of docs.taxonworks.org
Explore TW Tasks
With your knowledge of the
Favorites structure you can try these actions.
Taskof interest, click on the star and then click on the
Favoritestab. You'll see this task listed now for easy access.
Icons in TaxonWorks
Some icons in TaxonWorks help you move around (i.e. "navigate") in the software. Other icons touch the database, providing you with functions to add data or delete something. In TaxonWorks, icon button colors convey this idea.
- Green buttons = write to the database
- Red buttons = delete from the database
- Blue buttons = activate something in the interface
Note also, all icons with a blue circle and white middle are
Radials and serve to help you add information to (i. e. to
annotate) the object you are looking at (e. g. the
Source publication record, the
CollectionObject record, the
Collecting Event record, the
TaxonName record, etc). In other words, a tool found many places in TW, that integrates commonly used functions or tasks for annotating things (adding related information) in one place. The particular functions found after click are context dependent.
|Icon||Icon Name||Purpose of Icon|
|Radial Icons in TaxonWorks||use these to add information to the current object of interest, move to a different area in TW, or select objects of interest. The particular functions found after click show you what types of information you can add or actions you can take.|
|Annotate Radial||use this to add information to the current object of interest. The particular functions found after click are show you what types of information you can add.|
|Navigate Radial||use this icon to move across to different areas in TaxonWorks|
|Mass Annotate Radial||use this icon to add information to many records at once in TaxonWorks|
|Filter Radial||use this icon to select a set of records from a search in TaxonWorks using the |
|Quick Forms Radial||use this to bring up commonly used forms associated with OTUs, such as |
|Label Radial||use this to create labels|
|Linker Radial||use this to send selected results from a filtered search to another Task in TaxonWorks to further refine your data subset|
|Loan Radial||select objects to loan or that are being returned|
|Browse Taxa||moves you from a taxon name to its associated OTU|
|Browse Nomenclature||takes you from an OTU to its associated taxonomic name|
|Pinboard||Add (if green) or Remove (if red) an item from your Pinboard. If the icon is blue, the item has been selected as the default in your pinboard and you can add it to a field automatically, for example, with literature citations.|
|Edit||With this icon, you may edit a given item. For example, from the |
|Trashcan||Use this to remove the current record from the database|
Did you know
- As of this writing, you can only be logged into one instance (one project) of TW at-a-time.
- You can write your own tasks in TW? Ask us how.