This section is a step-by-step guide on how to use many of the basic features of the Santa Barbara County Conservation Blueprint Atlas. The Conservation Biology Institute, creator of Data Basin, also offers tutorial videos and webinars on how to navigate the site, which can be viewed at
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Home Page
The Home Page of the Santa Barbara County Conservation Blueprint Atlas is the introduction to the website. It describes ways for users to start using the website, and contains selectable icons for the themes of the Blueprint and major watersheds within the county, two ways of interacting and finding data and maps on resources within the region. The Explore by Theme icons are on the left side of the Home Page, and the Explore by Watershed boundaries are on the right page of the Home Page.
The Menu Bar
The Menu Bar gives users access to the functions of the Atlas. It consists of the About tab, Explore tab, Create tab, Collaborate tab, and My Workspace tab.
About
The About tab provides background information about the Atlas and Data Basin and offers support services and tutorials on how to use the site. The categories within the tab are:
- About Data Basin
- Take a Tour
- View Videos and Webinars
- Browse the Showcase
- Search Geographies or Keywords
- Explore a Sample Map
- Help
- Support Services
- Glossary
Explore
The Explore tab allows users to search through the information sources on the Atlas. The categories within this tab are:
- Guides and Case Studies
- Galleries
- Maps
- Datasets
Guides and Case Studies
The Guides and Case Studies tab links to the theme pages and
watershed pages as well as other projects and studies that showcase the use of
data to demonstrate and analyze broad environmental and resource challenges.
Galleries
The Galleries tab links to all the galleries, which are
collections of datasets and maps organized by theme.
Maps
The Maps tab links the user to all the publicly available maps
that have been created within the Atlas. See the discussion on Maps further
down for more information on how to view and create maps.
Datasets
The Datasets tab provides a direct link to all datasets for the
Atlas.
Create
The Create tab gives users the ability to create items. The
categories within this tab are:
- Create a Map
- Import a Dataset
- Create a Group
- Create a Gallery
My Workspace
The My Workspace tab takes users to their membership home page,
which is an interface for accessing and managing content, viewing messages, and
seeing recently viewed content. See the discussion further below on My
Workspace.
Membership
Many of the Atlas functions, such as viewing datasets and maps,
do not require a Data Basin membership. However, signing up for a membership
gives users access to the full functionality of the site. For example, signing
up for a Data Basin membership will allow users to:
- Download maps and datasets
- Upload maps and datasets
- Save maps on the Atlas
- Create and join groups
- Create galleries
Data Basin membership is
free.
To sign up for a Data Basin account, click Sign Up at the top of the page.
Users can either sign up directly on Data Basin or use
information from an existing Facebook account, Google account, Yahoo account,
or USGS staff account.
Datasets
Finding the Datasets
There are several options for linking to datasets.
Explore
Users can locate a dataset using the Explore tab. Click on
Datasets or Galleries under the Explore tab on the Atlas homepage.
By clicking on Datasets, the user can view all the datasets
available on the Atlas. The page will initially only show “Recent Datasets.”
Click on “see more” at the bottom right side of the page to show all datasets.
Users can use the sort menu to organize the datasets by
creation date, modification date, or alphabetically. Users can also type a
keyword in the filter bar at the left side of the page to narrow down the list
of datasets by topic.
Alternatively, users can click on Galleries under the Explore
tab to view the datasets organized by gallery. See the discussion on Galleries
below to learn more.
Search Field
The search field at the top of the Home Page allows users to
search for datasets by keyword or location. For example, if “recharge” is typed
into the search field, all relevant information related to groundwater recharge
will be identified, including datasets, maps, galleries, guides and case
studies, members, and groups. Users can filter the results by clicking on
Datasets under the filter option.
Viewing a Dataset
After navigating to the datasets using one of the methods
described above, click on the desired dataset. On the dataset overview page,
click on Open in Map at the upper right hand side of the page or click on the
image of your dataset. This will open the dataset in the map viewer.
Importing a Dataset
Before uploading a dataset, users must contact Data Basin
Administrators to request permission. They can be contacted by using the
contact us link at the bottom of the page or by e-mail at databasin@consbio.org.
Once permission has been granted, click Import a Dataset under
the Create tab of the homepage.
To begin importing a dataset, upload the file and read the Data
Basin Terms of Use. Click submit.
Sufficient metadata is for users to determine the credibility
of the data and decide if the data is relevant to their project. If valid
metadata is found, it will be used to help populate these steps. If uploading
files with similar metadata, click import information from one of your existing
datasets. Users must change the metadata as appropriate for each specific
dataset.
If there is an XML metadata file with the data set, the user
can click import information from an XML metadata file to populate the fields.
Give the dataset a title.
Decide whether the dataset should be public or private. Public
datasets are visible to all users of Data Basin and private datasets are only
visible to the user and those who are granted access.
Choose whether to enable downloads of the dataset.
Continue to fill out the required fields.
The layers tab alerts the user to any areas that have been left
blank.
Under attribute details, the user must provide a description.
Attributes tend to be cryptic. This description allows for more clarity.
Click the submit button once finished.
To edit and manage your dataset, select the Manage button, for
options to edit the dataset, manage permissions, or delete the dataset. The
user can also open the dataset in a new map.
Galleries
Galleries are used to organize a set of similar datasets and
maps. For example, the galleries for the Atlas contain maps and datasets
organized by themes addressed in the project (water resources, flora and fauna,
agricultural and ranch lands, and community and the land).
Viewing the Atlas
Galleries
There are two ways to access the galleries from the Atlas
homepage. The first way is by clicking on a theme icon on the left side of the
homepage and then clicking on the
gallery in the Explore related items tab on the right side of the theme
webpage.
The second way is to click on
Galleries under the Explore tab on the menu bar, and then click see more
at the bottom right corner of the Galleries main page.
To do a more specified search of all the galleries, use the
search field in the middle of the Galleries main page. For example, if users
search for“agriculture” using the search field, it will identify several
galleries that contain datasets and maps related to agriculture.
Maps
Viewing Existing Maps
The Atlas includes numerous maps created by the
admin account as part of the Santa Barbara County Conservation Blueprint that
show the interconnectedness of natural resource challenges. Users can link to
these maps by clicking on Maps under the Explore tab on the menu bar.
Recommended maps are highlighted at the top of the page, and recent maps are
shown underneath. Click on see more at the bottom right side of the page to see
all the maps.
Creating a Map
Users can create their own maps using data from the Atlas.
Click the Create tab and select Create a Map. This will bring
users to a topography basemap.
The top of the map displays the toolbar. Within the toolbar,
users can:
Save the map for later use or to share with others.
- Export the map as a PDF, PowerPoint, or set of PNG
files.
- The Earth tool allows users to view the full extent of
the datasets. If no datasets are included, a map of the world will appear.
- The Locate tool enables users to pinpoint a location on
the map by looking at location name or latitude and longitude. When users
search a location name, it will add a point to the map to identify that
location.
- The Identify tool allows users to click on the map and
display an information window for all layers at that location. Users must have
at least one dataset in the map to use this feature.
- The Select tool allows users to select features
(points, lines, or polygons) from the top visible layer in an area that you
draw. Users must have at least one dataset in a map to use this feature.
- The Legend shows all styles used by visible layers in
the map.
The Layers tab in the upper left corner contains the user’s
drawings, datasets, and a variety of basemaps to choose from.
Adding a Dataset to a
Map
To add a dataset to a map, click on the Datasets tab and select
add datasets.
To find datasets, users can do a keyword search; browse
recommended or popular items including datasets, maps, or galleries; and choose
from recently viewed items, or items that the user created.
Once the desired items are selected, scroll to the bottom of
the page and click Add items. The datasets will appear on the map.
Using the arrow button within the Layers tab at the upper left
hand side of your screen, users can access Dataset Details, Zoom, and Customize
the Transparency.
Turn layers on and off by checking the boxes.
If users would like to change the layer order, click and drag
the layer to the desired position within the table.
Creating a Drawing
The drawing tool allows users to accentuate important aspects
of their maps. Users can create shapes (polygons, rectangles, circles), draw
lines and points, highlight features, and place text.
To create a drawing, click on the Create a Drawing tab under
the Layers tab at the upper left hand side of the page.
Give the drawing a title, then choose the drawing type, color,
border color, border style, and transparency.
Create the drawing and click submit.
After users are satisfied with their map, they can save it by
clicking the Save icon. Users need to be signed in to save maps.
Save the map as either public or private, give it a title,
credits, a description, and tag it with key search terms.
Exporting a Map
To export a map, hover the mouse over the Export button at the
top left corner of the map toolbar. Make sure the areas to be included in the
exported map are within the gray box.
Click the Export button. Users can export a map as a PDF,
PowerPoint presentation, or set of PNG picture files.
Searching
There are various ways to search for content in the Atlas.
Users can search using a keyword, geography, or a combination of the two for a
more targeted search.
The primary search field is located at the top right of every
page. To start a new search, type a keyword into the search field and click the
magnifying glass to the right. For better results, users can try running
separate searches using the singular and plural forms of your keyword. If a
phrase is being searched, it should be surrounded by quotes.
Using the checkboxes, users can show filtered results of
combinations of datasets, maps, galleries, guides and case studies, members,
and groups. For information about the different types of items, refer to the
glossary found under the Get Started tab.
Search results can be sorted by name, date, or relevance.
Users can also change the display of the results to show as a
grid or in list view.
If users want to add more conditions to their search, they can
click more options to the right of the search view. Here users can modify their
search to be within content they’ve uploaded or created in the Atlas, shared
items in their groups, all of the Atlas, or all of Data Basin.
Click Add search condition to make searches more specific.
Map Search
Users
can also search the Atlas using the map on the right of the page to define an
area of interest.
Click and hold the map to pan to a specific area. Zoom in and
out using the plus and minus buttons. When the area of interest is within the
frame, check the box and click search. Results for the search will appear below
the map. For example, if a user is interested in searching for Santa Maria
datasets, make sure that the area to be searched is within the frame, check the
box, and click search.
Depending on the scale of your map location, users may come up
with more results than desired. One way to narrow results is to combine the map
search with the keyword search.
Groups
Groups are created by members to facilitate collaboration on
specific topics, geographic areas, or projects. They make it easier to share
user data, spatial information, and supporting information. For example, a
group like the Cachuma Resource Conservation District could use the Groups
function to coordinate planning efforts, such as a regional conservation plan
among private landowners or among one individual land owner, where there are
multiple staff members or stakeholders involved.
Creating Groups
To create a group, click on Create a Group under the Create tab
on the Menu Bar on the Atlas Home Page.
Give the group a name.
Decide whether the group will be public or private. Group administrators can control privacy
settings. Public profiles can be searched and reviewed by everyone. Users can
request to join and be approved by group administrators. Private groups are
only accessible to members of that group and members must be added manually by
administrators. If a group is private, a lock icon will appear once the group
is created.
Describe the group.
Tag it based on its type
or subject. Examples of tags include location of the group and topics the group
is focusing on.
Upload a photo for the
user profile. If the user doesn’t have a profile, a generic image will be
generated.
Lastly, create a
workspace welcome message to provide information about common group tasks.
Click submit once the
profile is finished.
Group Workspace Areas
Once the profile has been
created, there are four main areas on the workspace: Home, Content, Members,
and Public Profile.
The Home tab can be customized to describe the group’s purpose. The page can be edited by clicking the manage
button on the right-hand side of the page.
The Content tab is where group members can access datasets,
maps, and documents.
To add content, click on the gear icon on the far right of the
page and select Add Content. Search a topic, select the desired data, and click
add items. The data will appear on the group’s content page.
The dataset can also be added using the toolbar at the top of
the page, which appears when the dataset is selected. Navigate to the toolbar
and click Add to.
The dataset can also be added to a group while on the map page.
Click on the dataset, open the map page, and select Add to.
The datasets in the group can be organized by creating folders.
To do this, click Create Folder under the gear icon on the far right of the
page.
Content can be added to these folders by using the toolbar at
the top of the page that appears once a dataset is selected. Click Move Items
in the dataset toolbar and choose the folder.
Within the toolbar, content can also be bookmarked, added to a
group workspace, exported into PowerPoint, or removed from a group.
Members can be added in the Members tab of a user’s profile.
Group administrators can add, remove, or change the status of any group member.
When a member is added to the group, they have access to the group’s workspace
and content. Type the name of the member to be added, define their role as
member or administrator, and click the green check mark button. When a member
is added to the group, they will receive
an email notifying them of their acceptance into
the group.
To message a member, click on the message button on their page.
Members will receive a message within their account as well as within their
email.
The Profile tab displays what people will see when they search
for the group. Private profiles are only available to invited members of the
group.
My Workspace
My Workspace is a user’s personalized and private space to
manage their content and groups, to view messages.
To
access My Workspace, click on My Workspace Home under the My Workspace tab on
the Home Page.
Within the My Workspace home page, users can view recent
activity and access and manage their content. They can see the maps they have
created and their groups.
There are also buttons to Create a Map, Import a Dataset, or
Create a Group.
The Workspace tab allows users to quickly access their work
including their bookmarks, groups they belong to, guides and studies they have
contributed to, maps they have created, and messages other members have sent to
them.