Chapter 9 Working with projects
This section will orientate you to the Tercen project screens.
You will learn the meanings of the icons.
You will be shown how to upload data and view a workflow.
Navigating and commenting
Icons perform administrative tasks and to provide visual information about the status of your project.
Clone - This icon allows you to copy the project.
Locked - Shows that project has not been made public. Only the team can view it.
Hovering your mouse over a project element will cause administration icons to appear.
Rename - Change the name of the element.
Export - Export this element. It can then be added to other projects.
Clone - Projects can have more than one workflow.
Delete - Removes the selected element.
A project has three main tabs for organisation.
Project - where the main elements of the research are accessed.
Discussions - Where team members and public users can discuss and comment.
Activities - A log of the comments and operations performed on the project.
Selecting the Activities tab will show a history of the project.
Any comments or changes are logged here.
They are listed in a descending time-line.
Clicking on a link will bring you to the relevant event.
Selecting the Discussions tab will show the forums where feedback is shared.
Discussion threads can be created and comments added by anyone with permission to view the project.
Users with project admin permissions can edit or delete all comments.
Functions Bar
The main commands which can be performed on a project.
Latest Activity
The last action on the project as logged in Activities.
Elements List
These are the files that are attached to the project. They can be documents, data, or workflows.
Upload data
Click New data set to add a data file
Give your data a name.
Browse to the location of the data file and select it
Tercen will attempt to detect the type of data file you have added.
You can over-ride the settings by selecting the following
- Separator character
- Style used for quotes
- Encoding Type
Latin 1 is the simplest encoding type but does not recognise all possible diacritical marks.
If you have data in a language with many accent marks encode your data as UTF-8 before uploading.
Tercen will attempt to recognise your data and will show you error messages to help debug it.
When your data is recognised Tercen will display a representation of it.
You can click on the field type (e.g character) to change it to your preferred data type.
Click the `Next button
There is an optional screen where data in a wide format can be configured to have a long format.
This is useful for some later calculations.
Click Ok to complete the upload of your data
Import and view workflows
Workflows can be imported from a .zip file that was exported from another project.
New Workflows can be created from the function bar.
A pre-existing Workflow can be viewed, and edited, by clicking on its link.
Creating or viewing a workflow will bring you to the Workflow builder page
For more detailed information on creating and modifying workflows see the next chapter.
Adding Documentation
Documents can be added to a project through the function bar.
The New File button opens a text editor to write a file directly into Tercen
File created in different programs are attached using the Import File button.
Next… Navigating through Workflows.