Curation interface requirements gathering

List of features required for data curation interface, divided into those already present in phylografter and those that are new.

Features already present in Phylografter

1. Curating studies:
   1. Citation information: Users can enter citation information or enter a DOI and have citation information parsed from the DOI
   2. Import trees:
      1. either from treebase: Users can import directly from TreeBASE by entering a TreeBASE ID or by uploading a NeXML file.
      2. or by uploading a file
   3. Define ingroup/ focal clade visually: The focal clade is the clade of interest for the study. This may include the entire ingroup (default?), or only a portion of the ingroup. Users should be able to define this visually by pointing to a node in a visual representation of the tree.
   4. Mapping OTU labels: The interface should attempt to match tree tip labels to names in OTT; allow users to accept these suggestions; allow users to suggest names that exist in the taxonomy.
   5. User accounts: You should be able to browse / search studies without logging in. Uploading or editing data requires the user to login (Using OpenID provider).
   6. Tagging: There should be a tagging system that allows curators to tag studies with new or existing labels.
2. Viewing / searching studies
   1. List all studies
   2. View data for any study, including visualization of uploaded trees
   3. Search studies by various metadata: this currently includes citation information, curator, year, date uploaded, focal clade, list of any / all OTUs

New features not present in Phylografter

1. Ability to delete whole studies or one or more tree from a study
2. Check for duplicate studies
3. Validation of uploaded files: user can upload a file and check for compatibility with opentree data sharing requirements. Should accept nexml, nexus, phyml at minimum.
4. Re-root trees in visual editor
5. Read and write changes to nexson file store: the curation tool needs to write to the main document store and also read in from document store.
6. TNRS: some taxa mapping is currently being done in treemachine, and it should all be happening in the curation interface
7. Single sign-on: users should be able to use a single login with all opentree tools; also allows us to show activity across tools
8. Status list: show the list studies w.r.t. incorporation in synthetic tree. See mockup1 and mockup2.