Working with projects

This section will familiarise you with the Tercen project screens.

You will learn the meanings of the icons, how to upload data, and view a Workflow.

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Navigating and commenting {-}

Icons perform administrative tasks and provide visual information about the status of your project.

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Clone - This icon allows you to copy the project.\ Locked - Shows that project has not been made public. Only the owner can view it.\

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Hovering your mouse over a project element will cause administration icons to appear.

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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.\

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A project has three main tabs for organisation.

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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.\

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Selecting the Activities tab will show a history of the project.

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Any comments or changes are logged here.

They are listed in a descending timeline.

Clicking on a link will bring you to the relevant event.

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Selecting the Discussions tab will show the forums where feedback is shared.

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Discussion threads can be created and comments added by anyone with permission to view the project.

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Users with project admin permissions can edit or delete comments.

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Functions Bar

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The main commands that can be performed on a project.

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Latest Activity

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The last action on the project as logged in Activities.

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Elements List

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These are the files that are attached to the project.

They can be documents, data, or workflows.

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Upload data {-}

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Click New data set to add a data file

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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.

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You can over-ride the settings by selecting the following

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.

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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.

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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.

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Click Ok to complete the upload of your data

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Import and view workflows {-}

Workflows can be imported from a .zip file that was exported from another project.

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New Workflows can be created from the function bar.

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A pre-existing Workflow can be viewed, and edited, by clicking on its link.

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Creating or viewing a workflow will bring you to the Workflow builder page

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For more detailed information on creating and modifying workflows see Chapter 10: Understanding Workflows.

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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

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Files created in different programs are attached using the Import File button.

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Next... Navigating through Workflows.



tercen/starters-guide documentation built on July 17, 2020, 8:22 p.m.