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Freemix User Guide

Contents

  1. Overview of Freemix
  2. Creating a Freemix account
  3. 2.1 Signing up
    2.2 Logging in
  4. Set Up Your Account
  5. 3.1 Verify An Email Address
    3.2 Fill Out Your Profile
    3.3 Add a Gravatar
    3.4 Join Some Tribes
    3.5 Connect with Friends
    3.6 Invite More People to the Site
  6. Creating A Freemix
  7. 4.1 Upload Your Data
    4.1.1 Add a File From the Desktop
    4.1.2 Add a File From a URL
    4.2 Describe and Publish Your Data
    4.2.1 Hide A Field
    4.2.2 Rename A Field
    4.2.3 View Additional Records
    4.2.4 Publish Your Data
    4.3 Details of Supported Data File Formats
    4.3.1 Troubleshooting Data File Uploads

    4.4 Build Your Freemix From A New Data File
    4.4.1 Add a Title and Subtitle
    4.4.2 Add Facets
    4.4.3 Remove Facets
    4.4.4 Rename Facets
    4.4.5 Add a View
    4.4.6 Set List View Preferences
    4.4.7 Set List Map Preferences
    4.4.8 Set Scatterplot View Preferences
    4.4.9 Set Table View Preferences
    4.4.10 Set Timeline View Preferences
    4.5 Preview Your Freemix
    4.6 Publish Your Freemix
  8. Working with Data Profiles
  9. 5.1 View a Data Profile
    5.2 Edit a Data Profile
    5.3 Create a Freemix from an existing data profile
    5.4 Delete a Data File
  10. Working with Existing Freemixes
  11. 6.1 View an Existing Freemix
    6.2 Edit an Existing Freemix
    6.3 Delete a Freemix
  12. Participating in the Freemix Community
  13. 7.1 Browse Profiles
    7.2 Invite Someone to Be Your Friend
    7.3 Make a Tribe
    7.4 Join an Existing Tribe
    7.5 Start a New Tribe Discussion
    7.6 Send Email to a Friend
  14. Manage Your Account
  15. 8.1 Change Your Email Address
    8.2 Associate an OpenID
    8.3 Change Password
    8.4 Change Language
    8.5 Set Timezone
    8.6 Subscribe to News Feeds

1. Overview of Freemix

Freemix is a social networking site for digital content. Use Freemix to slice, show and rapidly share data with your colleagues and friends. Using Freemix, you can transform basic data to create compelling Web pages which allow the data to be viewed and analyzed in many ways. You can easily allow your content to be viewed in a list or a table, on a map, or in timeline, scatter plot or pie chart views.

Anyone who creates and analyzes data will quickly see the power of Freemix. Those who wish to share data with colleagues or in a group will find Freemix invaluable.

With Freemix you can:

Whether you want to share spreadsheets with scientific findings or lists of artwork or photos in a more Web-friendly way, you can rapidly expose your content using Freemix. If you wish to securely and privately share data with only your family and friends, please contact solutions@zepheira.com, to learn how to create secure and custom solutions based on Freemix.

Freemix makes every attempt to support the following Web browsers: Microsoft Internet Explorer v.7 & 8, Firefox v.3.x, Safari v.3.x and Safari v.4.x. Opera v.9.x, Camino v.1.6.x, Firefox v.2.x mostly work but are not as thoroughly tested and not officially supported. Internet Explorer v.6 does not work with some of the software used by Freemix and so we cannot support it.

For the moment, five types of files can be imported into Freemix: Comma-separated value files (CSV), BibTeX files, Atom news feeds and Exhibit JSON files (UTF-8 or UTF-16 character encoding) are supported formats. Simplistic Excel spreadsheets may also be used, but their proprietary format will not always import into Freemix.

Many users will prefer to upload comma-separated value files that are exported from spreadsheets or databases. Please note that some programs, particularly Microsoft Excel and Access, can produce inconsistent data during CSV export. Such data may need to be cleaned before it can be imported into Freemix.

BibTex files are often used by academics and publishers. They are perfect for publishing bibliographies.

Atom news feeds are published by many Internet services, such as Flikr, FriendFeed and del.icio.us. Using Atom to make Freemixes gives you a new way to display and track your Internet collections.

Exhibit JSON is the data format used by Exhibit. Developers wishing to create custom data feeds for import into Freemix can create Exhibit JSON from databases or other data sources and upload that information to Freemix. Note that support is offered for both UTF-8 and UTF-16 character encoding.

Simplistic Excel spreadsheets may be used to get data into Freemix, but every version of Excel's proprietary format cannot be supported. By "simplistic", we mean that a single worksheet can have contiguous rows and columns that form a rectangle. This "rectangular spreadsheet" can have blank columns to the left and right and an optional title and subtitle at the top, as long as they are in single cells.

Best results will be obtained from data with less than 1,000 records, e.g. spreadsheets with less than 1,000 rows or BibTex files with less than 1,000 citations. Larger amounts of data will result in significant time delays or even a failure to load the data set.

2. Creating a Freemix account

Anyone can sign up for a Freemix account. Creating an account allows you to access all the features of Freemix, create your own personal profile, save the Freemixes you create, and connect with other users and groups who have similar interests. Signing up for an account is easy and can be done from the home page of Freemix.

2.1 Signing up

To create a new account in Freemix:

You will be directed to the "What Next?" shown in Figure 2 to start using Freemix.


Figure 1. Create a New Account

2.2 Logging in

If a user account has been previously created, you may log in by clicking "Login" at the top right corner of the Freemix Home Page. This will take you to the Freemix Login Page shown in Figure 2 where you can log in in one of two ways:

  1. To use a previously created user name and password, enter these in the Log In section on the left side of the Log In page and click "Log in".
  2. To use an OpenID account, enter the OpenID in the box provided and click "Log in". Not OpenID enabled? An OpenID account may be created by visiting the "Get started now" link provided.


Figure 2. Freemix Login Screen

3. Set Up Your Account

From the What Next Page you can personalize your account in five ways: verify an email address, fill out your profile, add a gravatar, join some tribes, connect with friends. You can also invite others to join the site.

3.1 Verify an Email Address

Email addresses are your way of keeping in touch with Freemix notifications, Freemix friends and to reset your password if needed. When you sign up for Freemix if you enter an email address, a verification email will be sent to this address. To verify your email address, simply click on the link provided in the email. You will be directed to a page which says "Email Confirmed". Multiple email addresses can be used if you would like to receive communications in several accounts.

If you did not provide an email address at signup time, you can always add one later. If you did not verify or enter an email address at signup time, you can do so by clicking on "verify an email address" and following the instructinos on the screen. For more about adding, removing or modifying email addresses see Section 8.1: Change Your Email Address.

Note that the Freemix privacy policy is very strict. It is simply a tool to help us communicate with you. We promise not to share or sell it.

3.2 Fill Out Your Profile

Profiles are a way to tell the world a little bit about yourself. You can enter your full name, some text about your interests, your location and personal web site. Other users will be able to see your profile as they encounter you within the Freemix community.

To add information to your profile:

You can update your profile information at any time in the future by clicking on the "Edit profile" link on your Profile page.

3.3 Add a Gravatar

Freemix uses the Gravatar service to allow you to add an image that will follow you through the site. A gravatar, or "globally recognized avatar", is an image that follows you from site to site appearing beside your name for those sites who support its use.

To add a Gravatar for your Freemix account:

3.4 Join Some Tribes

Freemix uses the concept of tribes to connect people who have common interests to start discussions, share Freemixes, and generally connect. Tribes are open to anyone to join.


Figure 3. Join Some Tribes

To join tribes:

To leave a tribe, simply visit the tribe page and click the "leave" button.

3.5 Connect With Friends

You can "make friends" on Freemix and follow what they are doing with their data. You can search for data you might want to share and create new views of that data.

To make friends:

Once your invitation has been accepted, you will be connected to your new friend and have access to their data and Freemixes.

3.6 Invite More People to the Site

If you know others who might be like using Freemix, you may invite them to the site.

To invite others to join:

4. Create A Freemix

Creating a Freemix is quick and easy. You can add data to Freemix using previously created files which exist on your desktop or which are accessible via URL. For files accessible via URL, all data changes made to the source file will be immediately reflected in the Freemix collection as they are saved. Files loaded from the desktop are static. Updates to source files will not be reflected in Freemix collections automatically, but can be updated by creating a new collection from the updated source file as needed.

Data formats currently supported are: Comma-separated value (CSV) files, BibTeX, Exhibit JSON (UTF-8 and UTF-16 character encoding), and Atom. Simplistic Excel spreadsheets work in many cases, but cannot be fully supported due to their proprietary format. For best results, follow the data guidelines supplied in Section 9: Details of Supported Data File Formats.

4.1 Upload Your Data

Files of supported data types may be uploaded from your desktop or from a URL. Currently, data files should not exceed 1000 records, although Freemix may handle more. Files over this size will take significant time to load. Note, databases that contain very large individual records may need to have smaller record count.

To upload a data file to Freemix, start from the "Profile" page. Click the "Upload Data" tab. You will be directed to the "Upload Data" page shown in Figure 4.


Figure 4. Upload Data

4.1.1 Add a File From the Desktop

4.1.2: Add a File From a URL:

4.2 Describe and Publish Your Data

After loading the data, Freemix allows you to review the data fields and modify them to support creation of your final published page. There are three options for modifying the data:

The Identify screen (see Figure 5) allows for further description of the data which has been uploaded to Freemix. Fields can be hidden, renamed, and data types changed.


Figure 5. Describe Your Data

4.2.1: Hide a Field

To indicate a field should not be shown in the final view, uncheck the check box next to the data field in the "Enabled" column.

4.2.2: Rename a Field


Figure 6. Rename a Field

4.2.3: Change a Data Type

Data types are used to drive view features such as the ability to plot data on a map or a timeline. By changing data types, you indicate to Freemix what kind of data it is dealing with so that it can be properly processed. For instance, to plot a data point on a timeline, it must be indicated as "date/time" format. It is advisable to indicate data types up front so that you do not have to back track later if you decide to add a new data-driven view.

Repeat this process until all data field types are described as desired.

To View Additional Data Records: The Identify screen displays the first record of the data file that was submitted for upload. You may want to check the other records in your data file to ensure they look as expected.

4.2.4: Publish Your Data

Once you have finished describing your data, you can publish it to the Web. Your data is given a URL and a data profile is created and added to your collections of data.

It is important to note that data published on Freemix is public. Other users who have access to the site will be able to view your data and create their own Freemixes using your data profiles. Because of this, it is important to consider the kinds of data you upload to the site and ensure that you have legal rights to do so.

To publish your data in Freemix:

4.3 Details of Supported File Formats

For the moment, five types of files can be imported into Freemix: Comma-separated value files (CSV), BibTeX files, Atom news feeds and Exhibit JSON files (UTF-8 and UTF-16 character encoding) are supported formats. Simplistic Excel spreadsheets may also be used, but their proprietary format will not always import into Freemix.

Many users will prefer to upload comma-separated value files that are exported from spreadsheets or databases. Please note that some programs, particularly Microsoft Excel and Access, can produce poorly formatted data during CSV export. Such data may need to be cleaned before it can be imported into Freemix.

BibTex files are often used by academics and publishers. They are perfect for publishing bibliographies.

Atom news feeds are published by many Internet services, such as Flickr, FriendFeed and Google Reader. Using Atom to make Freemixes gives you a new way to display and track your Internet collections.

Exhibit JSON is the data format used by Exhibit. Developers wishing to create custom data feeds for import into Freemix can create Exhibit JSON from databases or other data sources and upload that information to Freemix.

Simplistic Excel spreadsheets may be used to get data into Freemix, but every version of Excel's proprietary format cannot be supported. By "simplistic", we mean that a single worksheet can have contiguous rows and columns that form a rectangle. This "rectangular spreadsheet" can have blank columns to the left and right and an optional title and subtitle at the top, as long as they are in single cells.

Best results will be obtained from data with less than 1,000 records, e.g. spreadsheets with less than 1,000 rows or BibTex files with less than 1,000 citations. Larger amounts of data will result in significant time delays or even a failure to load the data set.

Troubleshooting Data File Uploads

We're sorry that you've encountered a problem uploading your file. Please use the following troubleshooting tips to try to correct the problem:

For spreadsheets:

For Atom files:

For CSV files:

For Exhibit JSON files:

For BibTeX files:

If you have a file that you think should work after troubleshooting please send us your file with some information to help us debug the problem. Send us your file to mailto:feedback@freemix.it with the following information:

4.4 Build Your Freemix From a New Data File

The Build step allows for styling of the final view of the collection by adding Collection title, subtitle, and modifying background colors or theme. In addition, the Build screen provides the ability to add navigation widgets of choice (e.g. facets, tag clouds) as well as relevant views (e.g. maps, timelines). Click "2: Build" in the progress band toward the top of the screen to proceed to this step.

In this step, you are forming the user interface view for your data. This is the section where you can determine how the user can search, narrow results, view timelines and/or maps. You may add several facets or none before leaving this section. Build options are:

4.4.1: Add a Title and Subtitle

Titles and Subtitles will be displayed on your published Freemix page. The Title defaults to the same name as your data file, but this can be modified at any time by following the directions below.

4.4.2: Add Facets

Navigational "facets" can be added to the final collection page to assist collection users in sorting through information within the collection. Facets that can be added are search boxes, list facets, tag clouds and image viewers. To add tools which will allow users to navigate data on the collection page:


Figure 7. Add Facets

4.4.3: Remove Facets

Facets may be removed at any time during the Build process. To remove a facet that has been added during the Build process:


Figure 8. Remove Facets

4.4.4: Rename Facets

Facet names default to the original property label, but these may be changed if desired. To remove a facet that has been added during the Build process:


Figure 9. Rename Facets

4.4.5: Add a View

Views are like lenses which allow users to view collection information in various ways, such as plotted on a map or shown on a timeline. The default view is the list view. To add a new view:


Figure 10. Add a View

4.4.6: Set List View Preferences

A list view is added as the default view option. To modify preferences for the list view:

4.4.7: Set Map View Preferences

Once a map view has been added, preferences must be chosen so that it will display as desired. Pre-requisite: Your file must contain latitude and longitude values in order to use the map feature. Future versions of Recollection may provide lat/long lookup services which will augment the original data file with latitude and longitude automatically and enable mapping.

4.4.8: Set Scatterplot View Preferences

A scatter plot is a type of display using coordinates to display values for two variables for a set of data. The data is displayed as a collection of points, each having the value of one variable determining the position on the horizontal axis and the value of the other variable determining the position on the vertical axis. To set preferences for a scatterplot view:

4.4.9: Set Table View Preferences

Freemix allows you to show your data displayed in table format. To set preferences for a table view:

4.4.10: Set Timeline View Preferences

Once a timeline view has been added, preferences must be chosen so that it will display as desired. Pre-requisite: Your file must contain at least one date field which has been marked as type "date/time" in the Identify step in order to use the timeline feature. You may return to the Identify screen at any time prior to the Publish step to indicate this type if needed.

Delete a View: It is simple to delete a view during the Build process if you decide that it is no longer needed. To delete a view which has been added during the Build process:

Rename a View: Views are given default names by Freemix, but these can be changed during the Build process if needed. To change the name of a view which has been added during the Build process:

Change Background Theme: Freemix allows you to choose from a list of background themes to customize the colors, look and feel of your published Freemix. Themes can be changed in the "Identify", "Build", or "Preview" phase by clicking on the Theme pulldown menu near the top right corner of the page.


Figure 11. Change Background Theme

4.5 Preview Your Freemix

Once all data and formatting options have been set as desired, the "Preview" steps shows what the final version will look like once published. This is a functional interface so you may test all your facets and navigation. Click "3: Preview" in the progress band toward the top of the screen to proceed to this step.

Collections can be modified as needed prior to publishing. If the preview does not produce the desired results, return to the Identify and Build steps to modify view as needed. Click on "Preview" to see the results of the modifications and continue until the Preview matches required results.

4.6 Publish Your Freemix

Once the desired look and feel has been achieved, the collection can be published in order to be shared with others. A URL to your new collection will be provided and it is live and active immediately. To publish a collection to the Web:

Modify a Published Freemix: Even after publishing, Freemixes can be modified as needed. To modify a published Freemix:

Delete a Published Freemix: To delete a published Freemix:

5. Working With Data Profiles

Each time you upload and describe data, Freemix creates a new data profile. From file's data profile, you can view the data, edit your data descriptions, or delete data. You can also choose to build new Freemixes, as multiple Freemixes can be built off of the same data file to afford you different views of the same data. You can even build a new Freemix off of a another user's data profiles if you wish.

Your data profile list shows all of data files you have uploaded and which are available to work with in Freemix. Your data profile can be viewed from the Profile tab.

5.1 View Data Profile

To view a data profile:

5.2 Edit a Data Profile

To edit a data profile:

5.3 Create a Freemix from an Existing Data File

Freemix allows for multiple collections or views to be created for the same data set. To create a new collection using an existing data profile:

5.4 Delete a Data File

If data sets are out of date or no longer needed, they may be deleted. To delete an existing data set:

Important Note: Deleting a data profile causes all Freemixes associated with the data file to be deleted as well. You will receive a warning message if there are multiple Freemixes attached to the data profile you are trying to delete. Please review this carefully before proceding. Consider that if other users have built Freemixes using your data profile, their work will also be deleted.

6. Working With Existing Freemixes

Once you have created a Freemix, you may want to view, edit or delete it. To perform any of these functions, visit your Profile page and look for your Freemixes below your list of data profiles.

You also have permissions to view (but not edit or delete) Freemixes created by others. To do this, visit the profile page belonging to the creator of the Freemix of interest and click "View".

6.1 View an Existing Freemix

To view an existing Freemix:

6.2 Edit an Existing Freemix

To edit an existing Freemix:

6.3 Delete a Freemix

To delete an existing Freemix:

7. Participating in the Freemix Community

Freemix offers many social and community features to allow you to connect and share data with individuals and groups with similar interests. The community allows you to find friends you know, invite them to connect, create a tribe (interest group), or join an existing tribe.

The social components of Freemix can be accessed from many different parts of the site which are described in more detail below.

7.1 Browse Profiles

To find friends to connect with you can browse the list of profiles that exist on the site. To do this, visit the What Next? page and click on "connect with friends". This directs you to a list of users who are users of the Freemix site. The profiles are listed in date order as they were created. To find out more about each user, click on the link with their user name to see their profile.

Note: If you know the username of the person you want to connect with, you can simply replace your own username with theirs in the URL shown in the address bar. This will take you directly to their profile page.

7.2 Invite Someone to Be Your Friend

Once you've located someone you want to connect with, simply click on the "invite" button on their profile page. You can add a personalized message or use the default message provided. The invitation is sent by email as a connection request. Once approved by the invitee, you are connected. The new connection's gravatar will show up on your profile page under the "Your Friends" section.

7.3 Make Your Tribe

Anyone can start a tribe on Freemix. A tribe is typically a group of people gathered around some common point of interest.

To make your own tribe:

Note that as a creator of a tribe, you have the power to delete it at any time. Simply click "Delete this tribe" from on the tribe page you want to remove.

7.4 Join an Existing Tribe

You can find new tribes to join by either browsing the list of tribes shown at the bottom of the tribes page or performing a search. Once you have located the tribe you want to join, click on the link next to its name. This takes you to the tribe page where you may see a list of tribe members and discussions. Tribe members are shown in the top right portion of the screen.

To become a member, click the "join" button. If you decide to leave at a later time, you may click "leave" to exit the group. A list of all the tribes of which you are a member will be displayed on your profile page. These can also be viewed from the My Tribes tab on the Tribes page.

7.5 Start a New Tribe Discussion

To start a new discussion visit the tribe page where you want to kick off the discussion and click on the "more..." link at the bottom left side of the page.

7.6 Send Email to a Friend

Once you are connected to someone within Freemix, you can send them a message at any time by clicking through to their profile page. Here you will find the "Send a message" link. Click on this to compose and send your message.

8. Manage Your Account

You can manage your account settings from the Account page (Figure 12) accessible via the link at the top right corner of every Freemix page. Click on this link if you need to change your email address, associate an OpenID with your account, change your password, or set language or timezone.


Figure 12. Manage Your Account

8.1 Change Your Email Address

To change your email address, click on the "E-Mail Addresses" tab accessible via the Account page. New email addresses can be associated with your account as needed by simply typing them in the box provided and clicking the "add" button.

To delete an email address, click the "remove" link next to the address that is no longer required. Note: You cannot delete your primary email address. If the address marked as primary is no longer needed, add a new email address and once it has been verified, mark this address as primary. You may now delete the old primary email address.

8.2 Associate an OpenID

OpenID is an open, decentralized standard for user authentication and access control, allowing users to log onto many services with the same digital identity. It replaces the common login process that uses a user name and a password, by allowing a user to log in once and gain access to multiple software systems.

You may choose to associate an existing OpenID to your account and remove this association at any time. Note, however, that if you choose to authenticate using OpenID the first time you use Freemix and do not create a user name and password, OpenID login will be your only option.

8.3 Change Password

To change your password, click the change password tab on the Account page. Enter your current password, then your new password twice. Click "change password" to finalize the update.

Lost your password? Click on "Forgot password?" on the login page. If you have provided an email address, you will be emailed a new temporary password. Please log in and change this password to a permanent one ASAP.

8.4 Change Language

Currently Freemix is only supported for the English language. In the future as other languages are supported, you can visit the Language tab on the Account page to select your language of choice for viewing site labels, text and instructions. We are working on Spanish-language support and plan to add other languages in the future.

8.5 Set Timezone

Set your timezone so that receive and sent time for messages is localized to your timezone. To do this, visit the Timezone tab on the Account page, select the proper timezone from the pulldown menu and click "Change my timezone".

8.6 Subscribe to News Feeds

Internet news feeds are formatted text files that are accessible at Web addresses to help you find news information. The most common formats are RSS and Atom. News organizations use news feeds to update people with the latest news information. Freemix uses them to update people regarding the latest data files uploaded and latest Freemixes created. You can track the latest data and Freemixes created across the entire site or by a particular user.

To subscribe to news feeds for the Freemix site:

To subscribe to news feeds for a specific Freemix user: