MorphoBank provides a facility for managing bibliographic references for your project. You can import from your bibliography from the popular EndNotes citation management software or any other software that can export in EndNotes XML format. References in your bibliography may be attached (with specific page numbers and comments) to taxa, characters, specimens, media, matrices and matrix cells in your project.
Unlike most other MorphoBank data, project bibliographies can be shared across multiple projects. Thus you can establish a single bibliography and cite it across all of your MorphoBank-hosted workspaces. The process of linking projects together so they can share a bibliography is described below.
The bibliography can be navigated alphabetically by author's name or searched. If you edit an existing reference that is already used in citations for your project data, then any changes made will automatically propagate to the citations. As shown below, if you try to delete a reference that is used by existing citations you will be shown the list of items (taxa, characters, media, etc.) that cite the reference and given the option to shift the citations to another reference.
To shift citations from a to-be-deleted reference simply type the first few letters of the title or author name for the reference to shift to. A list of possible matches will appear. Pick the relevant reference and click on the "delete" button.
You can add a reference to your bibliography by clicking on the "Add new bibliographic reference" button in the upper-right-hand corner of the bibliography display. You will see a form like the one below. Follow the data-entry guidelines shown on the form and in the tips visible when mousing over the "(help)" buttons above each form field, filling in as much information as you can. Then click the "save" button.
You can import existing references from any program that can output data in the EndNotes XML format. After you have exported your XML file, open your MorphoBank bibliography, click on the "Import Endnotes XML file" button in the upper-right-hand corner of the bibliography display, then choose the XML file on your computer using the file browse button. You will be presented with the results of the import when it is complete.
The bibliography is fully searchable. Simply type in a word or words and click on "search." The search covers all fields in the bibliography.
You can export your project bibliography as a tab-delimited files suitable for import into Microsoft Excel, EndNotes and other similar programs. Simply click on the "export as tab-delimited file" in the upper-right-hand corner of the bibliographic display. A file containing all of your project's references will download to your computer's desktop.
Unlike most of MorphoBank data, bibliographic data can be shared amongst
multiple projects. To share data you must first set up a project
group, then add projects one by one to the group. All
projects in the group will see the same bibliography.
A project group is "owned" by you and cannot be
seen or manipulated by other users. It can only include projects for which
you are project administrator; you cannot share your bibliography with
projects that you did not start yourself.
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MorphoBank supports both |
To link your projects to a single bibliography start by creating a project group that will contain the projects. Navigate to the project groups tab under "options" in any of your projects. Click on the "add project group" button and then give the group a name and, optionally, a description.
Next, navigate to the "project options" tab under "options" in the first project you wish to link and select the group name from the "project group" drop-down as shown below. Repeat this process for all projects for which bibliographies should be linked.
