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        SIMoN InfoShare user guide
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1.    Save and quit    During your session in InfoShare you may click the    Logout    link at the top  of any screen  This will end your session and return you to the Login screen   If you were entering metadata on a form  be sure to click    Submit    first to  save recent changes  Then you can safely click on    Logout    to exit  InfoShare    When you return to continue entering project information  you will see the  title of your project in the    Continue Submitting a Monitoring Project     section of the Main Menu screen  Clicking the    Continue    button will take  you to the Review section and allow you to continue entering information     SIMON InfoShare    SIMON InfoShare Haput  Sup    ubmit nitoring Proj Continue Submitting a Monitoring Project  Click the Start button below to begin your submission  At any  time you may save your work and quit by clicking the Logout  button on any infoShare screen  You may then return at your e Hydrocoral Distribution and Abundance    convenience and pick up where you left off with your submission  bs  Your project will not be submitted to SIMON staff until you have  decided that you are completely finished providing information     For descriptions of each screen and its data fields view the   infoShare glossary    Screens  Submitted Monitoring Projects  General project information  Principal Investigators  Collaborators  Sampling location data  Project findings  Parameters measured  Methods and Materials    You have submitted 0 pr
2.   program will be automatically notified  They will then review the project  information and make subsections of it available via the public SIMON web  site     This user   s manual will guide first time users through the process of using  InfoShare     SIMON InfoShare     User Manual    Web access to InfoShare    Access to InfoShare is found on the Internet  Using any common browser go  to http   sanctuarysimon org infoshare  The first screen encountered will be  the Login page where registered users will enter their email address and  password to enter the system  For first time users  click the    Register    link at  the top right corner and you will be brought to the registration form where  you will create your own personal account to access InfoShare     Aa Google       S IMoN InfoShare Reaister    Welcome to the SIMON InfoShare    InfoShare is a web based system for sharing monitoring project information and is password protected  If you are an existing  user please enter your email address and password below to login  New users of InfoShare are required to register by clicking here  or the  Register  link above  Once you have registered you will return to this screen and login     Email address     Password          The login screen is the web page of the InfoShare system  E    http   sanctuarysimon org infoshare    SIMON InfoShare     User Manual    New user registration    New users of InfoShare are required to create an account before they are  allowed access to s
3.  Review     screen where you will then enter all other information for this project     SIMON InfoShare      Project Title   Hydrocoral Distribution and Abundance Survey               Sanctuary Site s  Where this Project Occurs      Cordell Bank Gulf of Farallones L Monterey Bay View map of Sanctuary sites    Will You Need to Apply for a Sanctuary Research Permit       No  w    O Yes       SIMON InfoShare     User Manual    Project review    The Project Review screen provides a central point for reviewing and  modifying all information entered for a project  After completing any of the  InfoShare input forms you will always be brought back to this screen to  review your entered information and select the next type of information to  modify     Project input forms are accessed by their own    Modify    button   If you want to return to the previous menu  hit the    Back    button in the  upper right  Note that using the    Back    button will not save any changes    made  Changes are saved only if you use the    Submit    button at the bottom  of the page     10    SIMON InfoShare     User Manual    SIMON InfoShare    org infoshare  secure  review php pid 75    SIMoN InfoShare Logout Support    User  Kim Smith  Project Review  Review the information that you have entered  Click the Modify buttons to go to each screen for adding or modifying information     At any time you may save and quit by clicking the Logout button on the top right  All of your information will be saved an
4.  of Fish and Game and the Marine Life Management Reform Project  brought Department  academic and other federal and state marine researchers and managers together to discuss  nearshore stock assessment and research approaches relevant to the goals and needs of the MLMA  This group and  the CDFG s Nearshore Fishery Management Plan identified several assessment and research options  and  recommended establishment of the Cooperative Research and Assessment of Nearshore Ecosystems  CRANE   program in spring 2002     CRANE involves the integration of several study  e g   habitat mapping  life history research  oceanography  and  sampling approaches  e g   fishery dependent and independent CPUE estimates  ROV surveys  plankton larval  surveys  in shallow rocky reef ecosystems  Collaborators in the central California region include the Partnership for  Interdisciplinary Studies of Coastal Oceans  PISCO   University of California at Santa Cruz  CDFG  and Sanctuary  staff  Researchers conducted the first diver visual surveys along the Big Sur coast in summer 2003     Project Website URL   http   www hydrocoralsurvey2k org    Project Contact Name  Project Contact Phone   Kim Smith  530  128 1798    Project Contact Email  MBNMS SIMON Staff Contact   ksmith hyrdosurvey org Tim Reed          Name Program Institution v  The red portion of the Review screen indicates the minimum amount  of required project information has been submitted                 22    SIMON InfoShare     User Manual 
5.  proj ect     14    SIMON InfoShare     User Manual    Project input form  single point locations    Each PI is required to provide information on the location of their study  area  Single point coordinates  lat   longs  of study sites are preferred for  accuracy  but there are alternative options    The Single Sampling Location Coordinates form requires latitude and  longitude value pairs entered in decimal degrees  e g   36 2886   122 7658    Each pair of coordinates is added to the list at the top of the page  which can  be modified or deleted by clicking the appropriate button  When all single  points have been entered  click the    Back    button to return to the Project  Review screen     SIMON InfoShare      http    sanctuarysimon org infoshare secure  singlePointinfo php pid 75    cele      SIMoN InfoShare Logout Support    User  Kim Smith  Single Sampling Location Coordinates      Enter the coordinates for each single sampling location  Please enter your values in degrees rounded to the second decimal place  For  example 36 degrees  25 minutes shoud be entered as 36 42  25 min   60 min   0 42   Click Back to return to the Project Review  screen after entering these single point coordinates    Both fields are required     After you have entered all of the project points  click Back to return to the Project Review screen     Latitude Longitude  37 9865 N  122 7676 W UPDATE DELETE      Longitude        Enter lat longs in decimal degrees for all study sites using this fo
6. SIMON InfoShare    Web based system for sharing monitoring  project information    User Manual version 2 0  February 2008      SIMON InfoShare  A hitp   sanctuarysimon org infoshare secure  review php pid 7S    a SIMON InfoShal   gt    http   sanctuarysimon org infoshare secure  met  S l M o N      J InfoShare    SIMON nintosha           Submit to SIMON    NMSP uses data for Condition Report in GENMS     the Department of Fish and Game and the Marine Ute Management Reform Project  and ma and managers together to discuss  nt nmnde of he MIMS This group and    NATIONAL MARINE  SANCTUARIES    u          SIMON InfoShare     User Manual    Table of Contents          Overview and use   Web access to InfoShare   New user registration   Logging in   Main menu   Glossary of InfoShare fields   Start submitting a new project   Project review   Project input form  general information  Project input form  principal investigators  Project input form  collaborators   Project input form  Single point locations  Project input form  30 minute bounding areas  Project input form  10 minute bounding areas  Project input form  project findings   Project input form  parameters measured  Project input form  methods and materials  Project input form  images and documents  Project review  information requirement met  Save and quit   Project submit    SUDUR     o    l2  eeu  14  lS      16  ny Wi      18  19     20  ae    wade  Kaeo  24          SIMON InfoShare     User Manual    Overview and use    Th
7. User  Kim Smith    Principal Investigators    Enter the name and affiliation of each Principal Investigator  PI  of this monitoring project  eg  John Doe  Research Group  Monterey  Bay National Marine Sanctuary   Enter PI information and click Submit to add each to your list  Fields with   are required     After you have entered all of the project PIs  click Back to return to the Project Review screen     Name Program Department Institute University Agency    Benjamin Simms    UPDATE DELETE      Name   Program Department Institute       University Agency        A list of PIs on each project can be assembled on the Principal Investigators form     13    SIMON InfoShare     User Manual    Project input form  collaborators    Information on project collaborators  including individuals or institutions  is  an optional element of the project information set  Each collaborator added  using the input form appears on the list at the top of the page  As with PIs   collaborators can be modified or deleted by clicking the appropriate button   When all collaborators have been entered  click the    Back    button to return  to the Project Review screen     YOO SS SIMON InfoShare      lt   gt   Gg      http    sanctuarysimon org infoshare  secure  collabinfo php pid 75    S l MoN InfoShare    Program Department Institute University Agency  Zoology Dept     Program Department  Institute       University Agency        With the Collaborators form users compile a list of collaborators on their
8. d you may  return to InfoShare to continue at a later time     When you have submitted all of the necessary information for this project  a message will appear on this screen alerting you  At that  time your project information will be ready to be published on the SIMON website     Modify    Project Title   Hydrocoral Distribution and Abundance Survey    Research Category   Start Date     Data Users     Project Abstract   Project Website URL     Project Contact Name  Project Contact Phone     Project Contact Email  MENS   SIMON Staff Contact     No PI information added        No collaborator information added     Single Sampling Location Coordinates  No single point coordinates added     Multiple Sampling Locations   30 minute cells    No 30 minute bounding cells added     Multiple Sampling Locations   10 minute cells  No 10 minute bounding cells added        No project findings information added     No parameters added           No methods added           ages or documents uploaded        Project Review screen before completing project input forms     11       SIMON InfoShare     User Manual    Project input form  general information    The General Information input form collects basic information on a project   Fields with an asterisk     are required  To access this screen click on the     Modify    button in the General Information section of the Project Review  screen  When finished  select the    Submit    button to save changes  after  which you will automatically retu
9. e SIMON InfoShare system is a password protected  web based interface  that allows principal investigators  PIs  to provide metadata about their  research or monitoring project to the Monterey Bay National Marine  Sanctuary  Users of InfoShare register prior to their initial use of the system  and can only access their own projects     Information collected by InfoShare includes the following    e General information such as project title  abstract  start date  website  location  and contact   e Information on PIs including name and institution   e Information on collaborators name and institution   e Project locations including specific points and bounding areas   e Project findings including summary and trends   e Parameters measured   e Methods and materials used   e Supporting document files    InfoShare tracks all required information necessary to complete a project   Once all required information is submitted  the system will alert the user and  allow them to finalize their project     In and out    privileges are provided to  the user enabling them to complete the submission of a project at their  leisure  rather than in one session  Completing an InfoShare session typically  takes between 30 and 60 minutes  but varies depending on the level of detail  provided by the user  In most cases  information can be copied and pasted  from existing project documents  such as reports  proposals and web pages     Once a project has been completed  appropriate staff from the SIMoN
10. ed providing information     You have 0 projects to continue submitting     Submitted Monitoring Projects    For descriptions of each screen and its data fields view the  infoShare glossary   ecteens  General project information e Hydrocoral Distribution and Abundance Survey  2007 06   Principal Investigators  Collaborators  Sampling location data  Project findings  Parameters measured  Methods and Materials       Main Menu screen showing a submitted project     24    
11. either current on going or  historic ended     Date that the project started  Select date by clicking on the  calendar icon     Date that the project ended  Select date by clicking on the  calendar icon     Brief description of who uses the data gathered from the  project and what use the data serves  e g  government   universities  or scientists      Abstract of the project  User can cut and paste in the  abstract from other documents such as a project proposal     Person to contact regarding this project   Contact phone number   Contact email     SIMON staff who solicited this project  User selects  appropriate SIMON Staff from the list     Program Department Institute Program or department within an agency or institution Yes  that PI works in     University Agency    Larger Institution or Agency that the PI works for        SIMON InfoShare     User Manual    Start submitting a new project    The Project Title screen is the first input form to complete when beginning a  new project in InfoShare  Clicking the    Start    button on the Main Menu will  bring you to this form and you must enter the title of the project  select the  sanctuary site s  where the project occurs  and check a box if your project  requires a research permit to be conducted  if you are unsure  leave the box  unchecked   To promote quick access via our search engine  be sure the  project title is informative  concise  and uses keywords     After submitting this form you will be brought to the    Project
12. ies    Currents M Density   M  Salinity O wind Turbidity M Upwelling downwelling     Conductivity O waves OCh A OFe    Op ON    Water Quality       L Choliform Co Erosion M Sedimentation M Total coliform  SS  List of parameters measured in the project to be selected by a          SEE  user     19    SIMON InfoShare     User Manual    Project input form  methods and materials    Information on the methods and materials used in a project is optional in the  InfoShare system  Using the text box  multiple methods and materials may  be entered for a project  When all methods and materials have been selected   click the    Back    button to return to the Project Review screen     S l MoN InfoShare    Method  Material    Visual diver surveys along 30 meter transect  Divers identify  measure  and photograph  all hydrocoral species along transect  Some hydrocoral specimens are collected for  further identification measures  Data is then verified by experts at the UC Davis Zoology    Method Material                 Project methods and materials entry form     20    SIMON InfoShare     User Manual    Project input form  images and documents    Electronic image and document files provide supplemental information and  enhance staff understanding of a project  These files  as appropriate  may be  published on the SIMON web site  These files may include graphic maps   images of organisms  reports  figures  or data files  Use the form on the  Images and Documents screen to upload multiple fi
13. les for a project  When  all files have been uploaded  click the    Back    button to return to the Project  Review screen  If files are  gt 250 KB  contact Steve  Lonhart noaa gov    a    SIMON InfoShare    Lo           http    sanctuarysimon org infoshare secure docsinfo php pid 75    S I MoN InfoShare    File    lt  250 Kb  no file selected       ESS         Images and documents form to provide additional materials with the project information     21    SIMON InfoShare     User Manual    Project review  information requirement met    After the minimum amount of required information has been entered   InfoShare provides a message on the Review screen alerting the user  At this  point the project can be submitted for completion and review by NMSP  staff  Users should only submit their project if they are completely finished  entering information  Once the project is submitted  they cannot access it  again  To submit a project  click the    Submit to SIMoN    button     SIMON InfoShare    http    sanctuarysimon org infoshare  secure  review php pid 75    FLQ gt  Google    S I Mo N InfoShare    Submit to SIMoN  Modify    Project Title   Hydrocoral Distribution and Abundance Survey    Research Category  Type   Monitoring Current    Start Date  End Date   06 02 2003      Data Users   CDFG use data for MLPA regulations     UC Davis uses data for hydrocoral textbook   NMSP uses data for Condition Report in GFNMS     Project Abstract    Over the course of four years  the Department
14. mmarized findings from projects are required by the InfoShare system   On the Project Findings form PIs are presented with multiple text boxes  including summary of the project to date  general comments  and interesting  trends  If the project is just starting  include hypotheses  expected outcomes   and relevance of the project to basic and applied research  especially as they  relate to the sanctuary  The    Summary to Date    field is required  After  submitting your project findings you will return to the Review screen     mee SIMON InfoShare  fe        http    sanctuarysimon org infoshare  secure  findingsinfo php pid 75 o5    S I MoN InfoShare      Summary to Date   In August and September of 2003  diver surveys were conducted at six sites using PISCO       protocols to characterize fish  invertebrate and macroalgal assemblages  Future CRANE  surveys will use methods described in the CRANE protocol proposal     From north to south the six sites are  Wild Cattle Creek  Plaskett Rock  Duck Ponds  La Cruz  Rock  San Simeon Point  and Cayucos  Two of these sites are also part of a separate study on  the effects of landslides on intertidal and subtidal communities as part of the California  Department of Transportation s Coast Highway Management Plan  In addition  PISCO also  sampled 19 other sites within the Sanctuary  ranging from Davenport to Cambria        This project will be conducting our 4th year of surveys starting August 23  2007  We are  looking for volunteer dive
15. ojects     Start a       SS    O l  Main Menu screen showing a project that can be continued     23    SIMON InfoShare     User Manual    Project submit    Once all information has been entered for a project you may click the     Submit to SIMoN    button on the Review screen  This will close the project  to further edits and notify SIMON staff that the project has been submitted   You will then return to the Main Menu screen where the title of the project  will appear in the    Submitted Monitoring Projects    section     Dr  Steve Lonhart  SIMON Senior Scientist will review the project content  for suitability on the SIMON web site  You may be contacted if further  information is needed  Before a subset of the metadata is posted to the  SIMON web site  the project point of contact will be notified and provided  with an opportunity to review the web content     Please direct general questions to Steve Lonhart noaa gov and technical  issues to SIMoN Web Master Outreach Specialist Josh Pederson noaa gov    SIMON InfoShare  Q7 Google    S I MoN InfoShare    Submit a New Monitoring Proj Continue Submitting a Monitoring Project    Click the Start button below to begin your submission  At any  time you may save your work and quit by clicking the Logout  button on any infoShare screen  You may then return at your  convenience and pick up where you left off with your submission   Your project will not be submitted to SIMON staff until you have  decided that you are completely finish
16. rm     15    SIMON InfoShare     User Manual    Project input form  30 minute bounding areas    Projects that do not provide single point coordinates of their study locations   e g   transect data are collected  may identify areas instead at one of two  grid scales  30 or 10 minute cells   Click on each 30 minute bounding cell if  your project occurs within it  The cell s  will be added to the list  When  finished selecting cells  click the    Back    button to return to the Project  Review screen     SIMON InfoShare    S   MoN InfoShare       Users can select 30 minute bounding areas to describe where their project occurs     16    SIMON InfoShare     User Manual    Project input form  10 minute bounding areas    Projects may also identify areas at a higher resolution  Click on each 10   minute bounding cell if your project occurs within it  The cell s  will be  added to the list  When finished selecting cells  click the    Back    button to  return to the Project Review screen     SIMON InfoShare          http   sanctuarysimon org infoshare  secure  cell10Info php submit Add amp r  a Google    SIMON InfoShare    2 ior 125 14  461  G 2a 142 160  N b tig  POS 2 as 1500 F gt   EN K Dirar   lt   S478  191 206    Pfr     175  180  Ai ass is  20 AS El 174409 204    Ri   473 18 23      Be  a8 6213 m m  ee E         Users can select 10 minute bounding areas to describe where their project occurs     17    SIMON InfoShare     User Manual    Project input form  project findings    Su
17. rn to the Project Review screen     SIMON InfoShare  http    sanctuarysimon org infoshare secure generalinfo php pid 75 OEA Google    S I MoN InfoShare      Project Title   Hydrocoral Distribution and Abundance Survey               Research Category    Type   Monitoring      Current On going         Start Date  End Date      mm dd yyyy    mm dd yyyy     Sanctuary Site s  Where this Project Occurs   C Cordell Bank M Guif of Farallones C Monterey Bay View map of Sanctuary sites    Data Users   Who uses this data and why             Project Abstract                 Project Website URL    http        Project Contact Name    Project Contact Phone             Project Contact Email    MBNMS SIMON Staff Contact   None          Submit                  eee  The General Information input form     12    SIMON InfoShare     User Manual    Project input form  principal investigators  PIs     For each project at least one principal investigator is required  If there are  additional PIs  each added PI will appear in a list at the top of the page after  clicking on    submit     PI information can be updated or PIs can be deleted  using the appropriate buttons  Since there is a separate list for collaborators   please list only PIs or co PIs  Once the list is complete  click the    Back     button to return to the Project Review screen     eee x              SIMON InfoShare    lt   gt   Gg      http    sanctuarysimon org infoshare secure pilnfo php pid 75    SIMoN InfoShare Logout Support    
18. rs to learn survey protocols and participate in data collection  More  information can be found at http    www hydrocoralsurvey2k org        Trend 1   Topography and vertical relief varied among the six sites  The outer edges of the kelp forest  varied between sand and 40 foot vertical walls                       Project findings form where users provide summary information on their projects     18    SIMON InfoShare     User Manual    Project input form  parameters measured    InfoShare users are required to select from a list of general study parameters  to provide further detail on their monitoring project  Each selected parameter  will be added to a viewable list  Multiple parameters may be selected for a  project  When all parameters have been selected  click the    Back    button to  return to the Project Review screen     SIMON InfoShare    S I MoN InfoShare    Parameter Type Parameter    Life History   Growth  C Range Biogeography C Age  amp  Growth M Reproduction  Dispersal  amp  Recruitment  L Habitat association    Mortality M Behavior       Morphology    Community Dynamics  F Habitat  Trophic association D Diversity F Non indigenous species     Disturbance C Biomass Predation    Competition       Parasitism    Population   Demographics    UO Migration movement       Abundance  Distribution F Density 7  patterns   Carrying capacity D Age structure M Size structure M Sex ratio    Stock assessment C Genetics M Tagging    Oceanography    Temperature  C Optical propert
19. ubmit their monitoring projects  Just enter the necessary  information into the registration form and select the    register    button  Once  registration is complete you will be brought to the login screen where you  will then have access to InfoShare     ees      SIMON Control Panel     lt  gt  e    http    sanctuarysimon org infoshare register php    S I MoN InfoShare    First Name    Last Name  _  Phone Number   Email Address     Password             The registration form is required for all first time users of InfoShare     SIMON InfoShare     User Manual    Logging in    To log into InfoShare  users enter the email address and password used on  the registration form  p  5      OOC SIMON InfoShare    e    http    sanctuarysimon org infoshare index php reg yes    S I MoN InfoShare    Email address  jp21 oceanscience org    Password  seeeees       The login screen showing a successful registration message        SIMON InfoShare     User Manual    Main menu    The Main Menu screen provides important information and options for the  user  Click on the    InfoShare glossary    link to view a complete description  of all input fields  To submit a new project  click the    Start    button  To  continue a project that has not been submitted  select the one you want for  full access  Completed projects are listed on the lower right  no access to  those         Aa Google       S   M N Logout Support      InfoShare    Conti Submitti Monitoring Project    Click the Start button belo
20. w to begin your submission  At any   time you may save your work and quit by clicking the Logout    5 is  button on any infoShare screen  You may then return at your You  hava O  projects ta  continua submitting   convenience and pick up where you left off with your submission    Your project will not be submitted to SIMON staff until you have   decided that you are completely finished providing information    For descriptions of each screen and its data fields view the Submitted Monitoring Pro   infoShare glossary    Screens  You have submitted 0 projects    General project information   Principal Investigators   Collaborators   Sampling location data   Project findings   Parameters measured   Methods and Materials       The main menu screen provides links to the glossary and submis    sion process     SIMON InfoShare     User Manual    Glossary of InfoShare fields  This glossary gives the user a complete understanding of the type  quantity     and format of information required  Click the    InfoShare glossary    link on  the Main Menu screen to access the glossary     We recommend new users review the glossary prior to starting a project     Project Title  Research Category    Project Type  Start Date  End Date    Data Users    Project Abstract    Project Contact Name  Project Contact Phone  Project Contact Email   Simon Staff Contact    Title of the project     User selects category from list  Project categories are  Monitoring  Mapping or Research     User selects type  
    
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