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An Introduction to Scratchpads: Making your data work for you Laurence Livermore Natural History Museum, London [email protected] Joinville, Brazil November, 2012

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Page 1: An Introduction to Scratchpads: Making your data work for you Laurence Livermore Natural History Museum, London l.livermore@nhm.ac.uk Joinville, Brazil

An Introduction to Scratchpads:Making your data work for you

Laurence LivermoreNatural History Museum, London

[email protected]

Joinville, BrazilNovember, 2012

Page 2: An Introduction to Scratchpads: Making your data work for you Laurence Livermore Natural History Museum, London l.livermore@nhm.ac.uk Joinville, Brazil

What are Scratchpads?

• Hosted websites for biodiversity data

• Virtual research & publication platform

• Completely open access & open source

• Modular & flexible

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Page 3: An Introduction to Scratchpads: Making your data work for you Laurence Livermore Natural History Museum, London l.livermore@nhm.ac.uk Joinville, Brazil

What Scratchpads are not!

• A single biodiversity database

• Restricted thematically, geographically or taxonomically

• A tool just for taxonomists

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Page 5: An Introduction to Scratchpads: Making your data work for you Laurence Livermore Natural History Museum, London l.livermore@nhm.ac.uk Joinville, Brazil

Examples of usage:

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Taxa(Classifications, taxon profiles, specimens, literature, images, maps, phenotypic,

genotypic & morphometric datasets, keys, phylogenies)

ProjectsConservation Regions Societies

Page 6: An Introduction to Scratchpads: Making your data work for you Laurence Livermore Natural History Museum, London l.livermore@nhm.ac.uk Joinville, Brazil

Who uses Scratchpads?

• Total Sites: 400+

• Total Users: 7,000+

• Active Users: 5,500+ (273 w / 759

m)

• Content: 430,000+

Site

s Use

rs

ViBRANT SP 2

• Professional scientists

• Amateur naturalists

• Citizen scientists

• Individuals, groups & societies

Page 7: An Introduction to Scratchpads: Making your data work for you Laurence Livermore Natural History Museum, London l.livermore@nhm.ac.uk Joinville, Brazil

eMonocot Scratchpads

• 15 sites and growing

• 40+ international users

• Scratchpads / eMonocot Portal

now active!

Site list: http://about.e-monocot.org/list-emonocot-scratchpads

Page 8: An Introduction to Scratchpads: Making your data work for you Laurence Livermore Natural History Museum, London l.livermore@nhm.ac.uk Joinville, Brazil

Why Scratchpads?

Science is global

• It needs global standards

• Global workflows

• Cooperation of large

institutes and organisations

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Page 9: An Introduction to Scratchpads: Making your data work for you Laurence Livermore Natural History Museum, London l.livermore@nhm.ac.uk Joinville, Brazil

Why Scratchpads?

Science is carried out “locally”

• By local scientists

• Involvement with local infrastructures

• Funded locally

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Page 10: An Introduction to Scratchpads: Making your data work for you Laurence Livermore Natural History Museum, London l.livermore@nhm.ac.uk Joinville, Brazil

Why Scratchpads?

This leads to:

• A complex, fragmented & hard to navigate landscape

• Dispersed data sources

• Difficulties for collecting information for research

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Page 11: An Introduction to Scratchpads: Making your data work for you Laurence Livermore Natural History Museum, London l.livermore@nhm.ac.uk Joinville, Brazil

Why should we change?

The problems with traditional published data:

• Most descriptions are under copyright (~1923)

• Limited Open Access and accessibility

• No mechanism for updates & corrections

• Little or no data integration (except citations)

• No mechanism for community engagement

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Page 12: An Introduction to Scratchpads: Making your data work for you Laurence Livermore Natural History Museum, London l.livermore@nhm.ac.uk Joinville, Brazil

Why should we change?

This results in:

• Vast amounts of unpublished taxonomic “knowledge”

• The knowledge that is published cannot be mobilised

• Low scientific impact (but long half-life)

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Page 13: An Introduction to Scratchpads: Making your data work for you Laurence Livermore Natural History Museum, London l.livermore@nhm.ac.uk Joinville, Brazil

The Scratchpad Concept

A Scratchpad is a website that holds data for you and your community

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Your data External data & services

Page 14: An Introduction to Scratchpads: Making your data work for you Laurence Livermore Natural History Museum, London l.livermore@nhm.ac.uk Joinville, Brazil

What can Scratchpads do?

• Taxon pages (generated from tagged content)

• Distribution maps (from specimens and TDWG regional

distributions - Brummitt, 2001)

• Specimen records

• Character matrixes

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Page 15: An Introduction to Scratchpads: Making your data work for you Laurence Livermore Natural History Museum, London l.livermore@nhm.ac.uk Joinville, Brazil

Example Taxon Page

Page 16: An Introduction to Scratchpads: Making your data work for you Laurence Livermore Natural History Museum, London l.livermore@nhm.ac.uk Joinville, Brazil

Example regional distribution

Page 17: An Introduction to Scratchpads: Making your data work for you Laurence Livermore Natural History Museum, London l.livermore@nhm.ac.uk Joinville, Brazil

What can Scratchpads do?

• Bibliography management

• Images, video and sound (bulk import)

• Excel spreadsheet import

Page 18: An Introduction to Scratchpads: Making your data work for you Laurence Livermore Natural History Museum, London l.livermore@nhm.ac.uk Joinville, Brazil

Example Literature

Page 19: An Introduction to Scratchpads: Making your data work for you Laurence Livermore Natural History Museum, London l.livermore@nhm.ac.uk Joinville, Brazil

What can Scratchpads do?

• Tabular data editing

• Custom content

• User management

• Custom webforms

• Analytics

Page 20: An Introduction to Scratchpads: Making your data work for you Laurence Livermore Natural History Museum, London l.livermore@nhm.ac.uk Joinville, Brazil

Analytics

Page 21: An Introduction to Scratchpads: Making your data work for you Laurence Livermore Natural History Museum, London l.livermore@nhm.ac.uk Joinville, Brazil

What can Scratchpads do?

• Darwin Core Archive export

(links to eMonocot Portal and EOL)

• EOL data import (taxonomy,

species information)

• GBIF Map integration

Page 22: An Introduction to Scratchpads: Making your data work for you Laurence Livermore Natural History Museum, London l.livermore@nhm.ac.uk Joinville, Brazil

Getting data in and out of Scratchpads

Page 23: An Introduction to Scratchpads: Making your data work for you Laurence Livermore Natural History Museum, London l.livermore@nhm.ac.uk Joinville, Brazil

What new features are coming soon?

• Matrix-based keys using the character project

• Publication tool - submit manuscripts through your site via Phytokeys

or the new Biodiversity Data Journal

• Checklists, multiple language support and more!

Page 24: An Introduction to Scratchpads: Making your data work for you Laurence Livermore Natural History Museum, London l.livermore@nhm.ac.uk Joinville, Brazil

Testing screenshots of the publishing tool

ID Keypreview

Multi-figure plates Plate layout

ID Keybuilder

Manuscript preview

Page 25: An Introduction to Scratchpads: Making your data work for you Laurence Livermore Natural History Museum, London l.livermore@nhm.ac.uk Joinville, Brazil

Help & Support

• In-site Support- One click help within your site

• Wiki- Training manuals, videos & glossary

• Training Courses (12 in 2012)- UK (6), Sweden, (2) Greece (1),

Bulgaria (1), South Africa (1), Brazil (1)

• Ambassadors Programme- Enthusiastic experienced users- Local support

• Embedded Issues Queue- Bug reports- Feature requests

• Sandbox Site- http://sandbox.scratchpad.eu

http://scratchpad.eu/help

Page 26: An Introduction to Scratchpads: Making your data work for you Laurence Livermore Natural History Museum, London l.livermore@nhm.ac.uk Joinville, Brazil

• Scratchpad technical development- Simon Rycroft, Ben Scott, Ed Baker, Alice Heaton & Katherine Boulton

• Scratchpad outreach- Irina Brake & Dimitris Koureas

• E-Monocot - Paul Wilkin & the Kew team, Charles Godfray & the Oxford team

• ViBRANT- Vince Smith, Dave Roberts & Lucy Reeve

• Our 7,000+ users

Acknowledgements

Page 27: An Introduction to Scratchpads: Making your data work for you Laurence Livermore Natural History Museum, London l.livermore@nhm.ac.uk Joinville, Brazil
Page 28: An Introduction to Scratchpads: Making your data work for you Laurence Livermore Natural History Museum, London l.livermore@nhm.ac.uk Joinville, Brazil

Security & Backups

• Nightly backups of database and files

• Off-site tape backup

• Whole-site archives available upon request

• Berlin mirror

Page 29: An Introduction to Scratchpads: Making your data work for you Laurence Livermore Natural History Museum, London l.livermore@nhm.ac.uk Joinville, Brazil

Technical Infrastructure

• LAMP (standard open source setup)

• Multiple virtual servers (scaleable)

• Aegir hosting system (multisite management)