Search Handbook

Searching the Workbench

The newest version of BOLD introduces an integrated search bar accessible from the User Console , Project Console, and Project List. Users no longer have to go back to the User Console to search for records, projects codes, tags, or titles on BOLD. By selecting the Record Search from the Project Console or Record List , users now have the ability to choose if they want to search records within the project or within BOLD. To search within BOLD, users simply check off the box to "Search within the Project", and will be able to conduct BOLD-wide searches.

The search form allows users to perform searches based on many parameters. These parameters can be used simultaneously to get an intersection of records (i.e., searching a taxon and a list of Sample IDs will return only the records matching both).

  • To search from all projects accessible to the user, select the Search Records button in the User Console or Project List. The form gives the option to add in all public records on BOLD in addition to just the records that a user has access to.
  • To search from within a merged set of projects or a single project or dataset, select the “Search Records” button from the Project Console.

Record Search Illustration of Workbench search form accessible from the User Console, Project Console, and Record List

Field Definitions for Workbench Search Box
Taxonomy Accepts specific taxonomic names (scientific names only). Multiple names can be space separated, but species names need to be enclosed by quotation marks ("").*
Geography Accepts country and/or province names.*
Marker Allows user to restrict the records returned to a specific marker.*
Sequence Length Allows user to set and minimum and/or maximum bp limit by entering a number.
Tags Accepts tags that appear on specimen or sequence records.
Depository Accepts depository institution names.
Extra Info Accepts terms that appear in the "Extra Info" field on specimen records.
Identifiers Accepts Sample IDs, Process IDs, GenBank Accessions, or BIN URIs. Users can search multiple IDs by putting each on a new line or copying from a spreadsheet.
Collection Dates Allows for a date range to be specified.
Public Records From the User Console, this option will appear and should be checked if all public records should be included in the search.
GPS Polygons Searches for records with GPS coordinates, which are found within a user defined polygon area on the map. A polygon can consist of many points but it must contain at least 3 points on the map and be close-looped. The returned results will have all of the records which have GPS coordinates within the polygon and to which the user has access to.
*Notes on use of the Workbench record search:
  • Quotations should be used for multi-word terms. For example: entering Bos taurus will return different results than "Bos taurus".
  • Multiple taxa, geography, markers, or tags may be entered in the same search, but have to be space separated. For example, entering Canada "United States" Mexico into the Geography field will return results from all these locations.
  • Multiple criteria can be searched simultaneously to get the intersection of records. For example, one can search for Aves and "Costa Rica" at the same time.
  • tag_new
  • tag_search
  • tag_account
  • tag_genbank
  • tag_bin
  • tag_taxonomy
  • tag_map

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