Download Help - NWT Discovery Portal

NWT
T DISCO
OVERY
Y PORTA
AL
USE
ER GUID
DE
Su
ubmitted to:
Evange
elos Kirizopou
ulos
Government of
o Northwest TTerritories
Centre
e for Geomaticcs
Su
ubmitted by:
Caslys Consulting Lttd.
Unit 102A – 6683 Oldfield
d Road
Saanichtton, B.C., V8M 2A1
Contact: Justin
J
McPheerson
Tel:
T (250) 652-9
9268; Fax: (2500) 652-9269
Email: [email protected]
May,
M
2014
NWT Discovery Portal – User Guide
TABLE OF CONTENTS
1.0 1.1 1.2 1.3 INTRODUCTION ................................................................................................................................................... 1 About NWT Discovery Portal ........................................................................................................................... 1 Where to get help? ............................................................................................................................................. 1 User Guide Orientation ..................................................................................................................................... 1 2.0 2.1 2.2 2.3 2.4 2.5 2.6 2.7 2.8 2.9 REFERENCE ........................................................................................................................................................... 2 Home page features........................................................................................................................................... 2 Search for Information ...................................................................................................................................... 3 Browse for Information ..................................................................................................................................... 4 Links to External Information.......................................................................................................................... 5 What’s New? ......................................................................................................................................................... 6 Register / Setup and Account .......................................................................................................................... 6 Login
............................................................................................................................................................... 7 Share or Contribute Information .................................................................................................................... 7 Contact Us.......................................................................................................................................................... 10 3.0 3.1 WEB BROWSER COMPATIBILITY .................................................................................................................. 11 Internet Explorer Compatibility................................................................................................................... 11 Caslys Consulting Ltd.
May 2014
ii
NWT Discovery Portal – User Guide
1.0
INTR
RODUCTION
N
1.1
About NWT Discov
very Portal
The NWT Discovery Portal is the most
m comprehe
ensive online ssource for envvironmental monitoring knowledge
metadata and rreports.
in the Northwest Territories. The Portal is a searrch tool that alllows users to access data, m
ute by uploadiing research and monitoring
g information. Click
It is alsso a share tool that allows user to contribu
the AB
BOUT tab on our
o website to learn more ab
bout our progrram.
1.2
Where to get help??
This User
U Manual represents the best
b way to gett familiar with using the NW
WT Discovery Po
ortal website. As well,
you caan click the <H
Help> link foun
nd on the top right
r
of each w
web page to geet specific guidance related to that
page. The <Contactt Us> page is found
f
through
h a link on the bottom of eacch web page. Here you will ffind
contacct information
n should requirre assistance with
w registratio
on, your accou
unt or uploadin
ng research
inform
mation. If you have feedbackk for us don’t hesitate
h
to sub
bmit that infor mation via our <Feedback> link.
1.3
User Guide
G
Orienta
ation
Refer to
t the User Gu
uide sections listed below for more inform ation specific to a certain co
omponent of the
website:
Section
n……..Help To
opic
2.1……
…. Home Page
e Features
2.2……
…. Search for Information
I
2.3……
…. Browse for Information
2.4……
…. Links to extternal information
2.5……
…. What’s New
w?
2.6……
…. Register / Setup
S
an accou
unt
2.7……
…. Login
2.8……
…. Share or Co
ontribute Inforrmation
2.9……
…. Contact Us
Caslys Consulting
C
Ltd.
M
May 2014
1
NWT Discovery Portal – User Guide
2.0
REFE
ERENCE
2.1
Home
e page feature
es
The ho
ome page is th
he default view
w of the Discovvery Portal weebsite and shou
uld be used fo
or any bookmaark you
decide
e to create. Th
he menu bar provides links to the main fun
nctions of the website and in
ncludes differeent tabs
depen
nding if you are logged into a user account or not.
E: The home paage can be use
ed to complete
e any of the fo
ollowing tasks::
HOME
nt: This is NOT
T required to seearch the portal for
Register for a user accoun
information but
b it is require
ed to save you
ur search param
meters or to co
ontribute
information to
t the site.
ers, contributee metadata, or conduct administrative taskks. (The
Login: Required to save seaarch paramete
‘Login’ link is located on the top right of the
t web page)).
Search: Use the
t search too
ols to find inforrmation mainttained in the N
NWT
Discovery Po
ortal archives.
S
Data Warehouse
W
is a web mapping
g site
Link to Spatial Data: The Spatial
that can be used
u
to browse
e map layers maintained
m
by tthe Northwestt
Territories Ce
entre for Geom
matics. These map
m layers incclude some useeful
environmenttal themes or provide
p
base map
m context to
o other datasets you
may already be using with GIS software.
ormation Filte
ers: Click the lin
nks found und
der the headin
ng
Specific Info
‘Specific Information’ and search
s
results will
w be filtered
d to only includ
de
those information sources. This includes information d
developed for C
CIMP,
records from the Canadian Cryospheric In
nformation Neetwork, and th
he
m.
Inventory of Landscape Change program
hese tools to contribute info
ormation to thee NWT Discoveery
Share: Use th
Portal archive
es. You can up
pload metadatta related to yo
our specific
information and
a also uploaad reports, data or other com
mmon file typees.
Other users will
w then be ab
ble to discover your work.
Caslys Consulting
C
Ltd.
M
May 2014
2
NWT Discovery Portal – User Guide
2.2
ation
Search for Informa
The se
earch page allo
ows users to enter specific in
nformation to
narrow
w in on inform
mation related to
t a specific in
nterest. Enter
inform
mation such as titles, authorss, keywords or subject areas and
press search to display metadata results
r
in the NWT
N
Discoveryy Portal archivves.
‘
Seaarch Options’ to
t refine a searrch with speciffic Subject Areeas, Data Typees, Content Typ
pes, Data
Press ‘Advanced
Categories, or Date range.
m also choosse to filter results by a specifiic location of i nterest by usin
ng the map naavigation toolss to zoom
You may
to a sp
pecific area of interest. You can
c chose to filter
f
results thaat intersect the map window
w or are fully w
within the
curren
nt map window
w extents. By default the filtter is set to find
d results ‘Anyywhere’.
matcially zoom
m the map to se
elected region
ns or communiities from a dro
opdown list.
Autom
t Search Guide Help butto
on to open spe
ecific guidancee to maximize
Press the
your search
s
potentiaal and help yo
ou better narro
ow in on the in formation you
u
need.
Caslys Consulting
C
Ltd.
M
May 2014
3
NWT Discovery Portal – User Guide
2.3
Browsse for Informa
ation
The Brrowse page (lo
ocated on the main menu baar) is another w
way to find infformation by reeviewing key
catego
ories and filterring the NWT Discovery
D
Porttal results with
hout using searrch criteria. In
nformation can
n be
browssed by Subjectt Area Keywo
ords, Data Typ
pe Keywords, or the publish
hing Organiza
ation. You can
n also
choosse the further narrow
n
in on sp
pecific informaation by enterring search terms to further ffilter the resultts.
h and Browse tools
t
resurn re
esults from the
e same Discoveery Portal arch
hives.
Search
Caslys Consulting
C
Ltd.
M
May 2014
4
NWT Discovery Portal – User Guide
2.4
Links to External In
nformation
The Links page (locaated on the maain menu bar) provides a listt of links to extternal websitees. The websites are
w:
organized into 3 cattegories as illustrated below
Caslys Consulting
C
Ltd.
M
May 2014
5
NWT Discovery Portal – User Guide
2.5
What’s New?
Keep reading
r
the What’s
W
New
content to stay up to date on
w
feature
es and new
new website
datase
ets in the content in the
NWT Discovery
D
Porttal archives.
2.6
Register / Setup an
nd Account
You must
m register an
n account if yo
ou want to savve any custom searches shou
uld you want tto re-run thosee
search
hes on a regulaar basis. You must
m also regisster to contrib ute content (b
by uploading m
metadata and data
files) to
t the Discovery Portal. If yo
ou wish to conttribute inform
mation be sure to e-mail nwtd
[email protected] to
speciffically request a publisher role.
Caslys Consulting
C
Ltd.
M
May 2014
6
NWT Discovery Portal – User Guide
2.7
Login
n
Users can search and review information on NW
WT
d to login.
Discovvery Portal witthout the need
However, user mustt login to save searches, sharre or
c
any ad
dministrative tasks.
t
upload content, or conduct
ust register (Se
ection
If you do not have a login, you mu
U the Forgott Password? lin
nk if you need
2.6). Use
suppo
ort with passwords or usernaame credentials.
2.8
e or Contributte Information
n
Share
Addin
ng your information helps uss make the NW
WT Discovery
Portal more valuable to others. Once you registtered (see Secttion
2.6) an
nd been provid
ded with your account crede
entials, login aand
begin uploading your metadata in
nformation and data files. C
Click
hare button, orr use the Administration tab on the menu bar. Select <A
Add Metadata> and chose th
he
the Sh
appro
opriate method
d for adding yo
our informatio
on. Typically yo
ou will use thee metadata editor to create aand
entry. Click <Procee
ed>. The sub-m
menus shown below may difffer depending
g on your acco
ount permissio
ons.
ntly, NWT Disccovery Portal iss configured to
o meet the bassic requiremen
nts of the ISO 19115 metadaata
Curren
standaards. Press <P
Proceed> to co
ontinue. In future, other stan
ndards may bee applicable.
he ISO 19115 (D
Data) entry forrms to add info
ormation to beest describe th
he content you
u wish you uplload or
Use th
allow others to link to.
t You should
d go through the <Metadataa>, <Identificattion>, and <File Upload / Lin
nk> tabs
ub-tabs to ente
er the metadata information
n. Some inform
mation is alreaady filled in based on your acccount
and su
creden
ntials. Other in
nformation is required. Required informattion that requires your atten
ntion has been
n flagged
above
e the entry form
ms. You can siimply click the
e warning messsages to go diirectly to the aappropriate forrm that
must be
b completed. On some forms you will fin
nd check boxees that expand more detailed
d metadata
Caslys Consulting
C
Ltd.
M
May 2014
7
NWT Discovery Portal – User Guide
descriptions. These are not requirred, however, as per the ISO
O 19115 standaard definition, if those checkkboxes
are selected, you maay be required
d to fill in more
e specific fieldss. Some metad
data field allow
w multiple enttries to
e fields are ide
entified with th
he plus / minus icons as illusstrated below:
betterr describe the dataset. These
Press + to
o add more thaan one value fo
or these fields.
Caslys Consulting
C
Ltd.
M
May 2014
8
NWT Discovery Portal – User Guide
Use th
he <File Upload
d / Link> tab to upload a file
e by clicking th
he <Browse Fo
or a File To Upload> link as sh
hown
below
w:
e File Upload dialog, browse to the file and
d then select < Upload>. Thiss process may take
When following the
pending on the
e file size and speed
s
of you i nternet conneection. A limit of 10MB has b
been
severaal minutes dep
placed
d on file uploading. Conside
er compress .Z
ZIP format files or contact us if the information you wish to
upload is larger than
n this restrictio
on. Multiple files may be up loaded.
natively, you may
m decide to enter
e
a URL hyyperlink into th
he URL field so
o that users will be connected to a
Altern
website that relates to your metad
data entry.
b
uploaded
d and the metadata entry is complete, preess <Save> to ssubmit your co
ontent to
When all files have been
D
Porttal. Informatio
on will be cued
d for approvalss by the CIMP aadministrator and users will then
NWT Discovery
have access
a
to your submission.
Caslys Consulting
C
Ltd.
M
May 2014
9
NWT Discovery Portal – User Guide
2.9
Conta
act Us
Please
e read the Abo
out page to be familiar with NWT
N
Discoveryy Portal and N
NWT CIMP. Wee value your feeedback
and haave provided a feedback pag
ge for you to submit
s
ideas fo
or website imp
provements.
Caslys Consulting
C
Ltd.
M
May 2014
10
NWT Discovery Portal – User Guide
3.0
WEB BROWSER COMPATIB
BILITY
NWT Discovery
D
Porttal has been te
ested been testted on major w
web browser p
platforms inclu
uding:




Microsoft In
nternet Explorrer
Mozilla Fire
efox
Google Chrrome
Apple Safarri
It is recommended to
t keep up to date
d
with brow
wser versions tto help ensuree compatibilityy with web
appliccations such ass the NWT Disccovery Portal.
3.1
Intern
net Explorer Compatibility
C
y
Users of Microsoft In
nternet Explorer should be aware
a
of the fo
ollowing comp
patibility issuess:

Ensure thatt Internet Explorer version 9..0 or newer haas been installeed. Older verssions have resttricted
functionalitty for searching or contributting content

Newer verssions of Interne
et Explorer incclude a functio
on called ‘comp
patibility mode’ to help disp
play
websites th
hat have been developed on
n older techno logies. Ensuree that compatiibility mode is disabled
for proper viewing
v
of all NWT
N
Discoveryy Portal functi ons. Internet Explorer versio
on 11 renamed
compatibiliity mode to ‘Em
mulation’. Loccate Compatib
bility Mode Setttings and enssure they are seet as
illustrated below
b
for prop
per display of the
t NWT Disco
overy Portal.
Caslys Consulting
C
Ltd.
M
May 2014
11