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Create a Project

Once logged into BOLD, select Create New Project in the User Console. This opens the New Project Submission form that will need to be filled in with the appropriate information, to create a new project. Details on the information needed to create a project are presented below.

After a project is created, the Project Manager can modify the project properties and user permissions at any time by clicking on Modify Project Properties from within the Project Console. Only Project Code and Project Type cannot be changed after the project is created.

With the addition of datasets, BOLD has created a new type of permission to give project managers more control over the level of access users have in their projects. To allow users to add records datasets, project managers will need to ensure the "Add to Dataset" permission box is checked in.

New Project Project Properties form, which is used to create and modify BOLD projects

List of fields used in creating BOLD projects
Project Title A descriptive name for the project. This title has to be unique on BOLD
Project Code A 3-5 letter code for quick reference to a project. This code needs to be unique on BOLD and will not be able to be edited after a project is created. A good approach is to use initials and 2 or 3 other letters as an acronym for the title.
Project Type BOLD offers two types of projects: data projects, which contain specimen and sequence records; and folder projects, which contain other projects and are used to group various projects together, but cannot contain any records themselves.
Primary Marker CO1-5P is the default primary marker. The others available are:
  • Ribulose-bisphosphate carboxylase (RbcL)
  • Maturase K (MatK)
  • Region Interspacer Region (ITS)
  • 18S Ribosomal RNA (18S-3P)
  • 18S ribosomal RNA (18S-V4)
  • Intergenic Spacer Region between trnH and psbA (trnH-psbA)
Supporting Marker(s) Supporting marker(s) include other gene(s) the users have decided to sequence for their specimens, in addition to the primary marker. To register a new marker in BOLD, or request more than 4 markers on one project, please contact the BOLD Support Team..
Campaign Projects may be added to existing Barcoding Campaigns (e.g., Fauna of Germany) to group them with similar community projects. Campaigns marked with an asterisk (*) are withheld from the BOLD ID Engines and BINs. These campaigns are to be used for barcoding applications or quarantine of records with known issues.
Place in container Projects may be added to existing user-created folder projects (e.g., "LAB B - Plant Barcoding Projects"). Only folder projects that the user has access to will be listed.
Tags Project Tags are annotations that appear on the Project List and Project Console. BOLD offers several standard tags, to help organize projects, and manage large volumes of data. If a preexisting tag is not suitable, users can create their own tags by entering them one-by-one in the text box.
Project Description A summary of the use and intention of the project, this description will be displayed on the Project Console.
Bounding Box The bounding edges of the collection area covered by the project using 2 pairs of GPS coordinates for top left and bottom right position.
Project Access Check box to make project and records publicly visible to all BOLD users.
Project Manager The person who creates a project is automatically the Project Manager and has full specimen and sequence access. By clicking on ‘Modify Project Properties’ in the Project Console, the Project Manager can change project details and add/remove other users.
Assign Users Other BOLD users can be added or removed from a project at anytime by the Project Manager. Up to 20 users may be added to one project, and different levels of access are available depending on the amount of involvement for each user.

Sequence Access:

  • Analyze Only - users can perform analysis on the data, but cannot view sequences and related information.
  • View & Download - users can view or download the sequence data as well as analyze them.
  • Edit Sequences - users can upload and manipulate trace files and sequences, view and download the sequences, and analyze them.

Specimen Access:

  • Edit Specimens - users can edit sample identifiers, taxonomy, collection data, and images in the specimen: this edit permission level is recommended for project managers, collectors, and taxonomists only.

Dataset Access:

  • Add to dataset - users can add records to a "virtual project" which can used for analysis and publication purposes. For more information on datasets click here.

  • tag_account
  • tag_user
  • tag_project

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