How and when do I use Morphosource?

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When do I use MorphoSource?

When 3D models or scans of FMNH collections need to be shared publicly, MorphoSource provides a robust platform for displaying media in the context of related collections data:

• FMNH MorphoSource Workflow
  • How to upload scans/media
  • How to review new Morphosource Download Requests #1161
• oVert Project - FMNH archiving workflow

How do I use MorphoSource?

For FMNH Collections Staff, and non-FMNH MorphoSource Contributors:

FAQ below from MorphoSource/FMNH FAQs | last updated 2-Nov-2022

Who has permission to add FMNH scans to Morphosource?

Under Morphosource Terms of Use (#4), contributors are only permitted to upload what they have documented permission to upload.
If someone permitted to access FMNH collections was also permitted to scan and/or construct 3D models of those collections, they are permitted to upload their scans/models to MorphoSource.

How should Contributors transfer uploads to the FMNH on MorphoSource?

1. For non-FMNH contributors: Please sign and return copies of:

• the FMNH Media Agreement -- here
• the list of corresponding scans or other 3D media -- template here

Signing the Media Agreement would transfer copyright to the FMNH as well as document your attribution preference and any embargo/timeline needed prior to publishing the data. More information is in the Media Agreement FAQ.

On MorphoSource, when you upload and link media to corresponding FMNH specimens or Teams:

2. MorphoSource should prompt you to transfer the FMNH-related media to the corresponding FMNH Team either immediately or upon publishing it.

3. Once a "Transfer Request" is generated and accepted on the FMNH-side, the MorphoSource media records will be updated:

• IP Holder = © FMNH
• License = CC BY-NC
• Download request reviewers and data manager access will include helpdesk and the corresponding MorphoSource FMNH Team.

4. When media transfers to the FMNH:

• FMNH default is for the uploader to retain edit access to it.
• We strongly recommend filling in the media "Creator" and other available descriptive fields.

Which Publication status should FMNH media have?

• Private - for embargoed media

  • a.k.a. Download permission = “Private”
  • Only the relevant FMNH Team and original data-uploader can access the media.

• Restricted Download - for non-embargoed media

  • a.k.a. Download permission = “Publish with Restricted Download”
  • Anyone on morphosource can preview the media, and request download.

• More about publication statuses

Who is responsible for embargoing records in MorphoSource?

Researchers currently retain edit-access to data/media they upload to MorphoSource, and they currently share responsibility with MorphoSource FMNH Team Managers for setting the appropriate publication status after transferring it to the FMNH.

If a scan of an FMNH specimen on MorphoSource is embargoed, researchers should set its publication status to "Private." Other Morphosource users can't find or view Private records, nor can they submit download requests for them. e.g.:

• These are currently embargoed FMNH Fossil Mammal records.
• Only the original media-uploaders and the FMNH Fossil Mammals Team can access them.

If FMNH Morphosource media is not embargoed, its publication status is set to "Restricted Download."
If you are a Download Request Reviewer, you will only receive download requests for 'Restricted Download' records.

Where can I get more info about MorphoSource for Collections Staff?

• See the above sections of this document.
• Also see: https://wiki.duke.edu/display/MD/Museum+Collections+Staff+Docs

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