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…addition of site.css to ease local deployment issues, particularly on CMS. Updated deployment document and added visEarthworm help. Updated html test pages.
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<h2>The Earthworm multi-access key</h2> | ||
<p> | ||
This visualisation was originally created before the general Tom.bio visualisation framework was constructed. | ||
It is somewhat similar to the general two-column key visualisation, but with some key differences which | ||
make this particularly suitable for working with earthworms. It has been ported into the general Tom.bio | ||
visualisation framework so that it can be used alongside the general framework visualisations, enabling | ||
people to use all to their best advantage. | ||
</p> | ||
<h3>Overview</h3> | ||
<div> | ||
<a href="http://www.field-studies-council.org/publications/pubs/earthworms.aspx" target="_blank"> | ||
<img src="##tombiopath##visEarthworm2/resources/sherlock.png" style="float: right; width: 120px; padding: 0 0 10px 10px" /> | ||
</a> | ||
<p> | ||
This is a visualisation of a morphological knowledge-base for British earthworms. The knowledge | ||
base is drawn from Emma Sherlock's FSC AIDGAP publication, | ||
<a href="http://www.field-studies-council.org/publications/pubs/earthworms.aspx" target="_blank"> | ||
<span class="booklink">Key to the earthworms of UK and Ireland</span> | ||
</a>. The visualisation | ||
is designed to function effectively as a multi-access key, as well as being a useful | ||
way to explore the knowledge base and assimilate knowledge from it. | ||
</p> | ||
<p> | ||
This visualisation does not reproduce all the information found within Emma Sherlock's key. | ||
With more information on ecology, | ||
collecting, sampling, curation and further information on identification not reproduced here, the | ||
<a href="http://www.field-studies-council.org/publications/pubs/earthworms.aspx" target="_blank"> | ||
<span class="booklink">Key to the earthworms of UK and Ireland</span> | ||
</a> is an indispensable book for anyone seriously interested in earthworm recording | ||
in the UK. | ||
</p> | ||
<p> | ||
The FSC Tomorrow's Biodiversity project (Tom.bio) is working with the Earthworm Society of Britain (ESB) to | ||
promote earthworm recording in the UK, e.g. by supporting the ESB training programme. Tom.bio is | ||
also exploring ways of visualising and using taxonomic knowledge-bases. Producing this | ||
visualisation was a natural step in keeping with both projects. | ||
</p> | ||
<p> | ||
The morphological illustrations in help pages were produced by Charlie Bell. | ||
</p> | ||
</div> | ||
<h3>Using this visualisation and multi-access key</h3> | ||
<div> | ||
<p> | ||
The best way to find out how this visualisation works is to play with it! But it's worth | ||
having a quick read here in case you miss something that it is capable of. | ||
</p> | ||
<h4>Info button</h4> | ||
<img src="##tombiopath##visEarthworm2/resources/info-button.png" style="float: right; padding: 0 0 10px 10px" /> | ||
<p> | ||
You've already clicked the Info button if you're reading this! The dialog invoked by this | ||
button gives a general overview of this visualisation: its purpose, implementation | ||
and goals. | ||
</p> | ||
<h4>Morphological character input</h4> | ||
<p> | ||
These controls allow you to specify combinations of morphological character states. | ||
Some of the character inputs are drop-down lists that you can click on and select from. Most are | ||
'spinners' that allow you to specify a numerical character by clicking on the up and down arrows. | ||
You can also type values directly into these boxes. | ||
</p> | ||
<img src="##tombiopath##visEarthworm2/resources/character-input.png" style="width: 500px; padding: 0px 0 0px 0" /> | ||
<p> | ||
In the example shown above, only one character - head shape - has been specified. The state specified | ||
is 'Tanylobic'. To the immediate right of these controls are listed all the species which are still | ||
potential 'matches' for the characters specified - the 'possible species'. | ||
To the immediate right of these are all the species | ||
which are considered unlikely matches based on the specified characters - the 'unlikely species'. | ||
</p> | ||
<p> | ||
Species are moved from the 'possible species' to the 'unlikely species' based on a couple of criteria. | ||
Firstly if either the head shape or setae spacing characters are specified and do not match | ||
the species. Secondly if any 'segment characters' are | ||
specified (these are the characters from male pore to TP end) and the 'segment difference' for any one | ||
of these exceeds the specified tolerance. (For more details, see the <a href="#segdiff">section below</a>.) | ||
Note that species are never moved to the 'unlikely species' based on size characters (diameter or length) | ||
since these are so variable, but specified values will affect the order in which species are ranked in | ||
both lists. | ||
</p> | ||
<p> | ||
Within each of the lists - 'possible species' and 'unlikely species' - species are ranked based on how | ||
well they match the specified characters, with the closest matches nearest the top. Species are ranked based | ||
on the following criteria, in order of priority. | ||
<ol> | ||
<li>Matches for the head type and setae spacing characters</li> | ||
<li>The sum of all the segment difference values (lower values reflect better matches)</li> | ||
<li> | ||
For size characters, the sum of the percentage difference between the specified size | ||
and the minimum or maximum values in the specified range for each species | ||
(lower values reflect better matches) | ||
</li> | ||
</ol> | ||
Colours of indicator circles are visual cues to how well a character for any species matches the | ||
specified value. Matches are shown as blue and non-matches are shown as vermillion. For numeric characters | ||
intermediate shades reflect how far away from the specified value each species is. | ||
</p> | ||
<p> | ||
Immediately to the right of the text 'Possible species' is an icon which serves as a visual | ||
cue to the confidence that can be placed in a determination based on the number of | ||
characters specified. Click this symbol for a more in-depth explanation. | ||
</p> | ||
<h4><a name="segdiff">Segment difference scores and tolerance</a></h4> | ||
<p> | ||
<img src="##tombiopath##visEarthworm2/resources/segdiff.png" style="float: right; padding: 0 0 10px 10px" /> | ||
For each 'segment character' specified (e.g. male pore or clitellum start), a 'difference value' | ||
is calculated for each species representing how far the specified value is outside the allowable | ||
range for that species. (Where the value is within the allowed range, the difference value will be zero.) | ||
Hold the mouse over an indicator circle to see the difference value for any segment character | ||
as shown above. The sum of all segment different values is shown to the right of the species name in | ||
bold type - the lower the value, the closer the species is to the specified segment character values. | ||
</p> | ||
<p> | ||
Use the Options button to invoke a dialog where a 'tolerance' value can be specified. When the | ||
tolerance value is exceeded by the difference value for any segment character, the species is moved | ||
from the 'possible species' column to the 'unlikely species' column of the display. (A species | ||
will be moved to the 'unlikely species' column if it does not match the specified head shape | ||
or setae spacing - regardless of any segment difference values.) | ||
</p> | ||
<p> | ||
By default, the tolerance value is set to 2. | ||
</p> | ||
<h4>Help on morphological characters</h4> | ||
<img src="##tombiopath##visEarthworm2/resources/character-help.png" style="float: right; padding: 0 0 10px 10px" /> | ||
<p> | ||
Move your mouse over the text labels associated with any of the morphological character input | ||
controls and you will see the label turn vermilion (red) and the mouse cursor change to an arrow with | ||
a question mark. By clicking your mouse over the label you will invoke a help dialog that | ||
explains and illustrates the morphological character. | ||
</p> | ||
<img src="##tombiopath##visEarthworm2/resources/help-dialog.png" style="width: 500px; padding: 0px 0 0px 0" /> | ||
<p> | ||
The help dialog is always shown with the tab corresponding to the morphological character you clicked | ||
pre-selected, but you can view the help associated with any character by selecting the | ||
appropriate tab. | ||
</p> | ||
<h4>Colouring taxa by knowledge-base character</h4> | ||
<img src="##tombiopath##visEarthworm2/resources/colour-by-dropdown.png" style="width: 150px; float: right; padding: 0 0 10px 10px" /> | ||
<p> | ||
Another way of visualising characters in the knowledge base is by colouring the species based on their | ||
character states. The drop-down 'Colour by' list (right) shows what characters | ||
be used in this way. Some of them, e.g. family and ecological group, are not morphological | ||
characters available as part of the multi-access key. Others are characters which can also be | ||
used/visualised as part of the multi-access key. | ||
</p> | ||
<p> | ||
When species are coloured, a key appears below the 'Colour by' drop-down list explaining what | ||
each colour means. Categorical character states, e.g. those for ecological group or head type, are each | ||
denoted by a unique colour. For species that have two possible states against a single character, | ||
each is coloured using a blend of the two corresponding colours. | ||
</p> | ||
<p> | ||
Numerical character | ||
states are depicted by a colour on a scale that grades between two colours - the two colours | ||
represent the extremes - min and max - of the possible values for the character state across all species. | ||
Taxa that record a numerical state as a single value are represented by a single colour | ||
in this range. Species that record a numerical state as a range of possible values are | ||
coloured using a blend of the two colours representing the extremes of that range. | ||
</p> | ||
<p> | ||
The colours are generally arbitrary except for the earthworm 'Colour' character for which | ||
colours have been chosen to (very roughly) reflect the character states. | ||
</p> | ||
<h4>Interacting with species</h4> | ||
<img src="##tombiopath##visEarthworm2/resources/interactive-taxa.png" style="width: 150px; float: right; padding: 0 0 10px 10px" /> | ||
<p> | ||
Species are represented by rectangles. In their default - unexpanded - state, each rectangle | ||
contains the name of the species and a series of circles each corresponding to a character | ||
that can be used in the multi-access key. When multi-access key characters are set, then | ||
the circle corresponding to that character turns either blue (for taxa that match that | ||
character state value) or vermilion (for taxa that don't match) or something in between | ||
for numeric characters. Circles for which a character | ||
state has not been specified in the multi-access key are white. | ||
</p> | ||
<p> | ||
From left to right, the character state circles correspond to the list of characters that | ||
can be used in the multi-access key, from top to bottom. This relationship is more | ||
explicit for expanded taxa. To expand a species, simply click on it. The height of the | ||
rectangle expands to show the state of each character recorded in the knowledge-base | ||
for that species. If you click on the species again, the rectangle contracts. (If the | ||
'wrong' rectangle expands/contracts when you click your mouse, just move the | ||
mouse cursor a bit before clicking.) | ||
</p> | ||
<img src="##tombiopath##visEarthworm2/resources/info.png" style="width: 20px; float: left; padding: 5px 10px 10px 0" /> | ||
<p> | ||
When expanded, a small 'info' icon appears at the top-right of the species. If you click this | ||
a dialog appears showing further information for the selected species (see below), or if the | ||
dialog is already opened for another species, it is updated to reflect the current species. | ||
</p> | ||
<h4>Species information dialog</h4> | ||
<p> | ||
The species information dialog has two tabs; the first shows distribution maps and the second | ||
points to where you can get more information on the selected species (including relevant page | ||
numbers from Emma Sherlock's FSC AIDGAP key). | ||
</p> | ||
<p> | ||
The maps on the first tab are delivered via an NBN Gateway web service - so they show | ||
the latest data that are publicly available on the Gateway. The map can be tailored via | ||
two drop-down lists. The first allows a choice of map backgrounds: no background, 100 km squares | ||
or Vice County boundaries (the last for Britain only). | ||
</p> | ||
<img src="##tombiopath##visEarthworm2/resources/details-dialog.png" style="width: 150px; float: right; padding: 0 0 10px 10px" /> | ||
<p> | ||
The second drop-down list allows you | ||
to restrict the data used to generate the map. The current default is to use all publicly available | ||
datasets. | ||
You can also restrict datasets to those administered by the Earthworm Society of Britain. | ||
<!--Optionally you can also restrict data to one of two specific datasets:--> | ||
<ul> | ||
<!--<li style="padding-bottom: 20px"> | ||
OPAL: this is the NBN dataset <a href="https://data.nbn.org.uk/Datasets/GA000910" target="_blank"> | ||
'Earthworm Records for | ||
England collected by Citizen Scientists in the OPAL Soil and Earthworm Survey (March 2009 to November 2012)' | ||
</a> | ||
</li>--> | ||
<!--<li> | ||
ESB: these are the datasets administered by the British Earthworm Society. The records comprise two | ||
datasets. | ||
<ul>--> | ||
<li><a href="https://data.nbn.org.uk/Datasets/GA001471">National Earthworm Recording Scheme Records (Great Britain)</a></li> | ||
<li><a href="https://data.nbn.org.uk/Datasets/GA001466">Soil Biodiversity Group (NHM) Earthworm Records (Great Britain)</a></li> | ||
<!--</ul> | ||
</li>--> | ||
</ul> | ||
</p> | ||
<p> | ||
Earthworms are very under-recorded in the UK. One of the aims of the Earthworm Society of | ||
Britain is to address this shortfall. | ||
</p> | ||
</div> |
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