Pollina T, Larson AG, Lombard F, Li H, Le Guen D, Colin S, de Vargas C, Prakash M (2022) PlanktoScope: Affordable Modular Quantitative Imaging Platform for Citizen Oceanography. Frontiers in Marine Science 9. doi: 10.3389/fmars.2022.949428
Pollina T, Larson A, Lombard F, Li H, Colin S, Vargas C de, Prakash M (2020) PlanktonScope: Affordable modular imaging platform for citizen oceanography. bioRxiv 2020.04.23.056978. doi: 10.1101/2020.04.23.056978
Mériguet Z, Oddone A, Le Guen D, Pollina T, Bazile R, Moulin C, Troublé R, Prakash M, de Vargas C, Lombard F (2022) Basin-Scale Underway Quantitative Survey of Surface Microplankton Using Affordable Collection and Imaging Tools Deployed From Tara. Frontiers in Marine Science 9. doi: 10.3389/fmars.2022.916025
de Vargas C, Le Bescot N, Pollina T, Henry N, Romac S, Colin S, Haëntjens N, Carmichael M, Berger C, Le Guen D, Decelle J, Mahé F, Poulain J, Malpot E, Beaumont C, Hardy M, Guiffant D, Probert I, Gruber DF, Allen AE, Gorsky G, Follows MJ, Pochon X, Troublé R, Cael BB, Lombard F, Boss E, Prakash M, the Plankton Planet core team, Bazile R, Boss E, Bourdin G, Cael B, Casati R, Colin S, Vargas C de, Gorsky G, Guiffant D, Haentjens N, Henry N, Larson A, Bescot NL, Lombard F, Mirambeau G, Moulin C, Oddone A, Prakash M, Prazuck C, Raimbault V, Trellu C, Troublé R (2022) Plankton Planet: A frugal, cooperative measure of aquatic life at the planetary scale. Frontiers in Marine Science 9
License: This is an open access protocol distributed under the terms of the Creative Commons Attribution License, which permits unrestricted use, distribution, and reproduction in any medium, provided the original author and source are credited
This project has received funding from the European Union’s Horizon 2020 research and innovation programme “Atlantic Ecosystems Assessment, Forecasting and Sustainability” (AtlantECO)
Grant ID: 862923
Disclaimer
this protocols applies to the version 2.5 of the planktoscope and the 2.3 version of software. it is optimised to image 40µm-200µm organisms using the 25mm lens (as tube lens) and 16mm one as objective one and may be inaccurate with other configurations or light. Please note that the segmenter in currently also optimised for this and may need to be recoded (or adjusted) for other configurations, notably the size threshold but also the intensity threshold
Abstract
this protocol is for using planktoscope and collect usable result for quantitative imaging of plankton
Fabien Lombard, Thibaut Pollina, Karine Leblanc, Will Major
Guidelines
Planktoscope is an optical instrument. As it optical elements (camera, lenses, flowcell) are highly sensible to dust and dirt. we recommend that you never touch any of those component with fingers and store the planktoscope in a dust free and humidity free area (or in a box when not used)
Planktoscope is an electronic device, powered with electricity. It is therefore sensible to water.
- Place it in an environment where water can not enter in contact with the instrument and secure its electrical part.
- Be careful when manipulating samples, take care of having the exhaust tube in a "trash" contained to avoid spillage
- glass parts are present (flowcell) and should be manipulated with caution (can break and injure you), but also should be kept clean (avoid touching it with fingers)
Before start
-Test the protocol before acquisition of your first sample
-Calibrate your instruments to ensure coherent measures
-Create an Ecotaxa account and request the right to create project way before
Fill acquisition parameters (in FLUIDIC ACQUISITION)
pump to drain sedimented organisms
START!
Cleaning
Drain the syringe (disconnect your system)
Drain the content
Replace with fresh water and drain several times (blowing in the syringe may helps)
Replace the system and drain first with tap water and then air
Empty waste container
Plus, if not used immediately:
Put 20 mL diluted bleach
Leave 15’
Drain the content (high pump speed)
Put 10 mL fresh water
Drain the content (high pump speed)
Analysis
Fill segmentation parameters (in SEGMENTATION)
Start segmentation
Back-up data
Import on ecotaxa
Shut down
Turn OFF (HOME)
Unplug the Planktoscope
Planktoscope, overview.
Planktoscope, overview.
The Planktoscope is a frugal, microfluidic microscope designed with an open-hardware, open-software approach. It was conceived within the idea of equipping the thousands of sailors exploring the oceans with a high quality instrument suitable for deepening our knowledge of the sea around us.
In this manual you will learn how to operate the Planktoscope and take images of plankton.
Material:
The device and its different parts are shown in the following figure.
The PlanktoScope kit also includes a bubbler, power cable, waste container, falcon tube of tap water, syringe (containing the sample), sample holder, flowcell holder and flowcell.
The User Interface
There are several tabs on the UI that can be used to adjust setting, run samples
and take images. To navigate around the UI, all tabs are available from the Home
tab, including the Shutdown button which we will use when we have finished using the PlanktoScope.
We can also use the 'Hamburger Menu', situated in the top-left corner of the UI, to
navigate between tabs.
The 'Home' tab of PlanktoScope's User Interface
The "Optic configuration" page allows you to control the various features of PlanktoScope. You can focus, turn on the LED or start the pump.
The "Segmentation" page is used to start the segmentation of the images taken in the previous phase. The images will then be processed to extract only the plankton thumbnails.
In the "Gallery" you can find the different files of the Planktoscope: the exports for EcoTaxa, the original images and the extracted thumbnails.
The "System monitoring" page allows you to check the correct operation of the device. You will not use this step in standard use.
The "Wifi" page gives you access to the characteristics of the wifi generated by the PlanktoScope to which you will connect in order to control the device. You will not have to modify anything on this page. The procedure for connecting will be detailed later in this manual.
You will only need the "Hardware settings" page to replace the comma with a dot in the "pixel size calibration" box. Do not change anything else.
Initial connection and setup
Initial connection and setup
Open the planktoscope box and check all the part first
if not installed, place the pump tube in place (the pump could be turned to be open). caution, clean the grease afterward
assemble the fluidic system
assemble the flow cell with care and step by step, note that a short length of the tube may need to be cut to get the right distance from the syringe to the flowcell
Safety information
to protect the flow cell during assemblage, first be gentle with it, and second place a spacer between magnets to avoid accidental breakage (here 3 layers of duck tape)
finally assemble all the system
Power your Planktoscope by connecting power cable to the power input and turning on the wall switch. Within 1 minute of turning on your PlanktoScope, you should see the LED flash once.
After a few minutes, you should see a new option for Wi-fi appearing on your computer. Connect to it using the password: "copepode".
For more information and alternative methods of connection, see the designer's Connectivity Tutorial here: PlanktoScope - Connectivity Tutorial (1).pdf
Open the PlanktoScope's User Interface (UI) on your web browser (Chrome, Firefox, Edge etc.) using the following webpage link (either click on the link or copy and paste into your browser):
There are several tabs on the UI that can be used to adjust setting, run samples and take images. To navigate around the UI, all tabs are available from the Home tab, including the Shutdown button which we will use when we have finished using the PlanktoScope.
We can also use the 'Hamburger Menu', situated in the top-left corner of the UI, to navigate between tabs.
The 'Home' tab of PlanktoScope's User Interface.
The 'Hamburger Menu' icon, situated in the top-left corner of the screen, can be used to navigate around the User Interface
Once the UI has loaded on your browser, navigate to the Optic Configuration tab and we will make sure the PlanktoScope is operating correctly.
To test the PlanktoScope, navigate to the Optic Configuration tab:
The Optic Configuration tab which can be used to adjust the camera settings. If only Preview is visible on your screen, the other options should be available below by scrolling down or by adjusting 'Zoom' on your browser (usually Ctrl + scroll UP or DOWN on Windows or command + scroll UP or DOWN on Mac).
a) Under Optic Characterisation, switch on the Light by clicking 'On'. You should see the Preview image turning from dark to light. The Preview image could be any colour so do not worry if yours does not show blue; it will be adjusted later.
The red box highlights the location for turning on the LED. You will need to do this every time you use your PlanktoScope.
b) Under Focus Adjustment, click 'UP 1MM' and 'DOWN 1MM' to ensure focus buttons turn the focus motor. You should see the mount moving further from (UP) or closer to (DOWN) the camera.
Red boxes highlight 'UP 1MM' and 'DOWN 1MM' that will move the Mount (pictured below).
c) Under Fluidic Manual Manipulation, click clockwise arrow to check that the Peristaltic Pump is working. You should see the pump rotating in an clockwise direction.
The red square highlights the location of the clockwise arrow that will rotate your Peristaltic Pump in the same direction.
d) Under Camera Settings, change the ISO value. You should see changes to the Preview image. After this test, Set ISO to 100.
The red box highlights the location of the ISO setting. You should see your Preview image change colour when you adjust this setting.
Safety information
Make sure it is set to 100 once you have tested this.
Safety information
Mis-aligned lenses will create an inhomogeneous illumination and will create lots of artefacts if not corrected. We advise to check this every times you set back your planktoscope to use (closing the box may move the lenses)
Now we will align the lenses in your PlanktoScope. To do this:
a) Remove the Fluidic Path from the mount and gently lay to the side.
Remove the Fluidic Path and lay to the side
Remove the Fluidic Path and lay to the side
b) Make sure we have enough space to remove the lenses by clicking the 'UP 1MM' button under Focus Adjustment.
Red box highlights 'UP 1MM' button that will move the Mount away from the lenses.
Move the Mount away from the lenses using the 'UP 1MM' button to allow for outer lens removal.
c) Remove the outermost lens (16MM).
Remove the outermost (16MM) lens.
d) On the Preview image on the Optic Configuration tab, you should see a light spot surrounded by darkness. By moving the 25MM lens on your PlanktoScope, you can move the light spot on the Preview image. Try to get the light spot as close to the centre of the Preview image as possible.
With the 16MM lens removed, your Preview image should resemble this picture. If the light spot is not centred, gently reposition the 25MM lens until it is as close to centre as you can get it.
Gently reposition the inner (25MM) lens.
e) Once centred, place the outermost lens back to where you removed it from in step 3.
Place the outer (16MM) lens back into position.
f) On the Preview, you may see darker areas in the corners. To get rid of the darker areas in the corner, reposition the outermost lens (16MM) while holding the innermost lens (25MM) steady; the darker corners should disappear. Try to achieve homogenous light across the Preview image.
g) Place the Fluidic Path back into position.
Safety information
Planktoscope are normally cross-calibrated for white balance initially, this information could be recovered from the provider. We strongly encourage you to note the initial values before trying to change those and this procedure should not be done without reasons (incorrect image with initial calibration; reboot or update of the software.
Note your calibration here:
WB RED:
WB blue:
Manually adjust the white balance of your PlanktoScope. Try pressing the Auto White Balance button to its 'on' and 'off' positions on the Optic Configuration tab; you will likely see the Preview image changing colour.
We need to achieve the Preview image colour that the Auto White Balance feature provides, without using the Auto White Balance. Not using Auto White Balance enhances the performance of the PlanktoScope over time (the camera will try to adjust it in between every images...)
To manually set to the White Balance, turn off the Auto White Balance and adjust WB: Red and WB: Blue until it looks white. Then switch AWB back on to see if it matches. Repeat this process until there is no colour change when clicking the AWB button.
Set the AWB button to 'off' once you have completed this step.
The red box highlights how to manually adjust the white balance of the Preview image. In this example, the correct setting was WB: Red = 4 and WB: Blue = 1.21. The AWB button should be set to 'off' once you have completed this step.
Safety information
Planktoscope image fluid at low speed.
Not agitating your sample will let plankton to sediment and could even block the fluidic part. More importantly, the organisms concentration will be inhomogeneous, and because you will first get the sinking plankton, will lead your measurements to over-estimate true concentrations.
Setup the 'Bubbler': the flow of air needs to be adjusted to 1 bubble/sec approximately, bubbling the bottom of the syringe. We encourage adapting a rigid tube at the end to ensure the flexible part does not get aspired by the water flow
the bubbler
Tie knot to adjust air flow (basic way,
not recommended)
examples of other possibilities to regulate air
(choose preferred one) and adaptation at the
end of tubing
Plug the Bubbler into one of the USB ports on the PlanktoScope. Place the tubing into the Syringe so that it reaches the bottom. Affix the tubing to the Syringe using an elastic band, string or similar.
Calibration
Calibration
Pump calibration:
Safety information
Peristaltic pump tubes flexibility varies with age, care and type of liquid used (e.g. lugol may age it quicker), calibrating the pump regularly could be needed but is not highly important to get good quantitative count since it is the number of images (therefore the volume imaged) which is important (not the pumped volume)
-prepare a large volume of tap water and put in in the syringe targeting a total volume of e.g. 20ml
-on the optic configuration tab: tell him that you want to pass 10ml and record the exact volume it finally ends to pass (eg. by looking on the graduation of the syringe) note X= final volume passed for a 10ml instruction
final volume (here X=20-12.2)
-then on the hardware setting, note the “pump step per ml” parameter (old step)
-calculate the "calibrated" pump step per ml such as = 10*old step/ X
-replace the “pump step per ml” parameter with this value
hardware settings page (pump per step is at the bottom)
Size calibration:
Safety information
Size calibration is an important process to get good data and should be absolutely done and noted. Please however note that currently calibrations is currently bugged and you need to manually replace the comma by a point in the hardware setting at every start
- tilt the planktoscope on the side (camera on the bottom)
- remove the flowcell and place a micro metric ruler (or a millimetric one) on the sample stage such as the ruler is either vertical or horizontal but not in diagonal (using the 20mm/16mm combo of lenses the camera field of view should be about 3mm by 4mm). Make the focus on the scale
tilted position for calibration
focusing on the scale
-take few images (select the test or culture mode in sample tab), goes on acquisition and put 1 or 2 images
example of metadata entered in "sample" page
here two images are acquired (and random information entered on the pumping one)
-download images on a computer and measure how much pixels are needed to obtain the longest path possible on the image (e.g. using imageJ https://imagej.nih.gov/ij/index.html) (see section 7 for communicating with your planktoscope and downloading the raw images)
downloading resulting images (using Filezilla)
using imageJ open your image (File/open), draw a line as long as possible (here 3mm on the scale) and measure it (analyse/measure). The line is 3476 pixel length (i.e. one pixel is 0.86 with this example)
-calculate how much microns are represented by each pixels (should not be strongly different from 1.01 which is the default value for 25/16mm lenses combo)
Enter the calibrated pixel size value in the hardware setting
Safety information
Known bug: note here that the comma should be replaced by point at every restart of the system
Get your sample
Get your sample
Use a net to collect plankton
Safety information
Using logsheets:
-Record Latitude Longitude (taking photos of the GPS when launching and recovering the net could serve, if UTC time is on the GPS this could also be interesting)
-if vertical net, record min and max depth
-if horizontal records initial/final positions, speed and length (min) of deployment
-if you have flowmeter, record the initial/final digits of the flowmeter and calculate the filtered volume
in all cases the diameter of the net opening will be needed
Those are critical informations to get to quantitative sampling (see step 5.4)
Get the content of the collector.
Pass the volume through a 200µm sieve
Safety information
larger organisms may clog the flowcell
filtration through a 200µm mesh
detail of the (home made) filter
Rinse the sieve using seawater and a squeezing bottle (helps to pass small objects)
Recover the fluid / measure its volume/ record it on logsheets (will be entered latter as "concentrated sample volume")
Safety information
Those are critical informations to get to quantitative sampling
concentrated final volume of plankton
Pass the sample on planktoscope
Pass the sample on planktoscope
assemble and start the planktoscope (see )
check for lenses alignment : remove the objective lens, start the light and check if the light source is centred.
- if yes place back the objective lens and flowcell
- if no adjust the position of the tube lens to center the light source (magnets allows for 1-2mm adjustments)
Safety information
unaligned tube lens could create strong inhomogeneous background in final images, leading to creating lots or artefact during segmentation of the different plankton objects.
Unfortunately the magnets lets a 1-2 mm degree of freedom which is responsible for this
severely unaligned lens final results and final artefact object created
Fill the sample on the sample holder. For this you can just remove the full sample holder (and fill it on top of a sink (to not risk spills on-top of the planktoscope).
Replace the full sample holder and reconnect it to the pump, open the stopper, place the bubbler and adjusts it flow.
Go to optic configuration.
turn the light on
verify focus on dry slide (tip, if the slide is slightly wet, you can check for the focus simultaneously on the water traces on the two sides of the flowcell)
Add your sample in the syringe (and keep it suspended by agitating it manually regularly or by gently inserting an air bubbler with 1 bubble/second in it)
pump until you see your sample passing by and flowing through the peristaltic pump
Eventually get rid of air bubble by pinching the tubing half way between the flowcell and the pump while pumping (see also 5.7).
finely adjust the focus on the organisms passing by (tip#1: start using the "1mm" buttons, then the 100µm buttons and finish by typing 25 or 50µm adjustments in the middle box (and pressing external arrows of focus; tip#2: you can connect your phone or a tablet to the planktoscope to have controls on the focus while checking a zoomed portion on the streamed image on another device)
Safety information
not agitating your sample will let plankton sediment and could even block the fluidic part. More importantly, the organisms concentration will be inhomogeneous, and because you will first get the sinking plankton, will lead your measurements to over-estimate true concentrations. you should agitate your sample using bubbling and use pumping rate enough to avoid sinking/clogging of sample
adjust the concentration of the sample: ideally not more than 20-30 objects should be present per frame. If the sample is over-concentrated, dilute it by a factor 2 (add in a jar 1/2 of the sample -after agitating it- and 1/2 of seawater). Note dilution in metadata in 7.5
Safety information
Having too much object per frame will :
increase the probability that objects are touching (making them impossible to count or identify)
increased the probability of clogging the fluidic system
create artefacts during the segmentation step
Go to "sample" page and fill metadata
This step is critical because those data are the ones that will make your sample usable or not
-fill the sample identification (project, name, boat used, your name and the station number)
-note how you sampled the plankton (recording mesh size with "minimal fraction size" (will be used afterwards in the segmentation process, objects smaller than this won't be segmented; "Maximal fraction size" is the size of the mesh used in step ; Filtered volume is important if you recorded it but could be calculated from other parameters . Make sure to either have filled it or to have filled either min and max depth if using a vertical net; initial/final positions, speed and length (min) of deployment if using a horizontal towed net
known bug: if filtered volume is provided but also initial/final size, calculation from this latter may replace the measured filtered volume
in all cases the diameter of the net opening will be needed to calculate the filtered volume
- Note the mesh size used for collection in "minimal fraction size " (it will be used afterwards in the segmentation process, object smaller than this won’t be segmented);
-The "Maximal fraction size " is the mesh size used to filter the sample during preparation (It must have been done at 200µm so as not to block the fluidic circuit);
-The “Filtered volume” is the volume passed through the net during sampling. It is better if you recorded it but could be calculated from other parameters. So make sure to either have filled it or to have filled either min and max depth if using a vertical net; initial/final positions, speed and length (min) of deployment if using an horizontal towed net; and in all cases the diameter of the net opening (to be able to calculate the volume afterwards).
-“Concentrated sample volume” is the volume of sample recovered after all the steps of concentration or dilution.
- If dilution have been done, note the “dilution factor” (if not, write “1”).
Dilution factor if a dilution has been done in
Fill the net initial and final position (if towed horizontally) remember to validate both of them (readings disappear after validation, but are recorded)
Go to fluidic acquisition and set parameters
-number of images to acquire (to be chosen depending on the desired final object number and the observed concentration on images)
Safety information
pump significantly between two images will help to :
avoid plankton sedimentation in the fluidic system
avoid imaging two times the same plankton
Target a sample size (by setting the number of images to acquire) that finally have something like 1000-2000 final objects (e.g. if you have 10 objects per image, imaging 100-200 frames would be enough)
Getting lower numbers
-Volume to pump is the volume pumped in between two images: it should be large enough to : avoid taking two time the same object in photo; avoid large sedimentation in the fluidic system; avoid objects to stick on the flowcell. We recommand to test it in order that the volume passed between two images correspond at least to 5-10 times to the volume imaged (see here the discrepancy between imaged volume/pumped volume)
-Delay to stabilise image is the time lag in between the stop of the pump and the acquisition of the image. it should be large enough to avoid object moving while imaged.
Safety information
The Planktoscope is operation using a "rolling shutter camera" which means that there is a small delay in between the first line of pixel imaged and the last line of pixel imaged. To overcome this, it use a "stop and go" strategy where the imaging only takes place when the flow of the pump is stopped. Not setting this properly will generate artefacts, swimming organisms will also suffer from this (example bellow)
diatom imaged when moving
copepode nauplius moving while imaged
go to optic configuration and pump with high flow rate a good amount of water (goal: remove plankton that have sunk in the fluidic system)
Go to fluidic acquisition and start the acquisition.
Wait for the acquisition to be done
Results can be consulted by consulting the gallery
Safety information
If your fluidic system is not optimised to avoid plankton sedimentation, some plankton could accumulate in the fluidic system. This can be checked by pinching the tube half way in between the flowcell and the pump during 1-2 seconds (to accumulate suction pressure) and releasing it. If a large quantity of plankton pass suddenly this means that plankton have sedimented between the syringe and the flowcell.
Segment the acquisition
Segment the acquisition
Go on segmentation and clic on the "update acquisition's folder list"
Select the samples you wish to segment
Setup the different options of the segmenter
Recursive folder means that it will segment all samples within a selected sample
Ecotaxa archive: it will create a zip file containing all files needed for a easy importation within ecotaxa
Force rework: if yes it will re-segment samples already segmented
Keep objects: it will keep the final segmented images visible in the planktoscope (that could be accessed by the gallery in the objects folder)
scroll down and clic on start segmentation
Wait for the segmenter status to turn to "done"
Download the results
Download the results
You will need a computer connected to the planktoscope together with free software FileZilla (https://filezilla-project.org/)
Open FileZilla
Either clic on the top right to create a new connection or use the quick-connection fields below
Enter the following informations:
Host: sftp://192.168.4.1 (note images were taken with a previous version, the adress does not correspond to images)
Username: pi
Password: copepode
Port: 22
clic on connect
on the bottom panels you have (on the left) the access to what is in your computer and (on the right) the access to what is in the planktoscope (clic and slide to transfer data in between both)
Exports file for EcoTaxa are in /home/pi/data/export/ecotaxa
Raw images files are in /home/pi/data/img
Different control files to check the segmentation process (images after background substraction, masks of the different objects etc) are in /home/pi/data/clean
Final vignettes are in /home/pi/data/objects
Clean the planktoscope
Clean the planktoscope
Drain the sample out of the syringe
Disconnect the syringe and clean it with tap water (or even distilled water)
Pump (at high speed!) the full content of the fluidic system to remove any liquid
Reconnect the syringe
Fill it with tap water (or distilled water)
Pump (at high speed!) while regularly pinch the tubing to detach any plankton in the system (see )
Drain again the syringe (repeat steps 2-7 at least 2 more times until no plankton is visible on the camera)
Put your real name and a valid mail so that you can be contacted
Once logged you can consult the project on which you are registered (e.g. your own projects + the ones you have been invited by the different data owners) by clicking onto "contribute to a project" on the main page
Needs to be done only once: basic rights don't include the "create project". As a protection against bots, To create a new project and upload images in it, please contact the user manager(s):
The rights to create projects will be activated (by a human, please be patient few days) soon and you will see the following right appearing
without the right to create projects
with the right to create projects
You can now create your own project on which you will be able to import, visualise and classify images
upload the ecotaxa archives (see step 6-7) on the EcoTaxa ftp
using Filezilla (see ) create a connection by using the following informations:
Select File > Site Manager...
Create a New Site called : Ecotaxa_VLFR
In General tag :
Host : plankton.obs-vlfr.fr
Protocol : FTP – File Transfer Protocol
Encryption : Only use plain FTP (insecure)
Logon Type : Normal
User : ftp_plankton
Password : Pl@nkt0n4Ecotaxa
Once this is done you could use FileZilla to load the Zip files downloaded from the Planktoscope onto the EcoTaxa ftp server (e.g. /Ecotaxa_Data_to_import/PLANKTONSCOPE)
Safety information
Please eventually create your own folder to "try" to keep it clean and tidy
Please think to regularly remove those temporary files from the ftp, at this point they are not secured at all and everybody can access them (and disk space is not free)
In your project/ on your project options button, select import images and metadata
locate your file on the ecotaxa ftp folders and import it (only works for one zip file at a time for now)
How to use efficiently ecotaxa
How to use efficiently ecotaxa
Configure your project efficiently: in Project/project settings
Select a data sharing license (we recommend one of the CC-BY one or CC-0 if you want data to have a future use for science)
Define if the project is visible for visitors (only "validated" images will be visible)
Add a preset list of taxa for manual sorting (could be copied from any other project, or taxa added manually): those will be present in the taxonomic filter (see 10.1)
Add useful sorting variables : in "Fields available for sorting": add at least those parameters that are pretty useful and will be added to the Quickfilters (see 10.1)
area=area
meanhue=meanhue
meansaturation=meansaturation
meanvalue=meanvalue
Define a person of contact (mandatory)
Define what pre-trained Deep Learning features to use on your project (we recommend to use «Planktoscope_2022-09 » unless you see a more recently trained model on planktoscope image)
And invite people to manage the project with you (will have the same rights than you), to help you to annotate images (won't have options below "export" in the project see ), or just view the project (both validated and non validated)
Use filters wisely
there are three layers of filters in EcoTaxa: the quick access filters (top bar)
The taxonomic filter tab (allows to filter by taxonomic groups) and the other filter tabs
taxonomic filters
other filters
Filters are additive, so you can add filters on geography, date, who validated them, taxonomic group and every numeric fields/ text fields entered in ecotaxa to search for specific things (and you can get rid of them easily too, see grey fields on to of the next image)
quickfilters are pretty useful since you can sort objects by specific values (eg. mean saturation below) to quickly observe objects that have here lots of chlorophyll (ps. you can revert the sorting order of those filters by ascending or descending order)
The different validation "states" in ecotaxa and how to validate
image arrives in EcoTaxa with the status "unclassified" (grey surrounding of the image)
However they could be also set as "predicted" (blue surrounding; classified automatically by taking as example one pre-existing project), "validated" (green surrounding; checked and annotated by a human), or dubious (orange surrounding; checked and annotated as dubious by a human)
-validating consist in selecting one or several picture and attributing them a taxonomic or morphological identity by either displacing them in the list of taxa present in the « taxonomic filter » tab (in which you can force some categories to be present by using the « preset » in the project settings… or just by typing the name using the keyboard (which should use right away the research on top of the »taxonomic filter ». Whatever happens you need to save (ctrl.S or save button at the bottom of the page) before your action gets finally implemented.
photo here to illustrate
typing "copepo" brings several results
once validated the name appears in red below the images
sliding into existing categories also works
dont forget to save your validations
-validation could be tedious and requires large taxonomic expertise, however there are plenty of tools to help you! Filters are one of those tools, but the more interesting one is to use previous project to « predict » some taxonomic identity on your new images, in best cases you will face thousands of rightly predicted images and will be able to validate thousands per minutes!
example of (well) predicted objects which would be easily validated
Do not hesitate to "predict" your project right away (even with a project/instrument that has nothing to do)
-How to do prediction (and help you to boost your validation ability) :
In the project (or "Filtered", in this case only the filtered vignettes would be used), select "Train and Predict classifications"
You can select any of the pre-existing project (including your own project) as a template for image recognition. By experience, using another project is only a first-aid, but won't replace prediction on images that you acquired with the same instrument/ same location / same plankton communities
Note that currently, only few "sorted" planktoscope projects exist (especially acquired with the same segmentation procedure than here), we therefore strongly encourage you after a first trial of prediction to quickly validate to re-predict on your own project.
what could be used for first prediction :
#6818 - MOOSE-GE-2022_tests_ID_vignettes (Med sea; Processed with current segmenter; Fully validated)
#4605 - Planktoscope NOAA WCOA21 rita-net (coastal US West coast from Vancouver to San Diego; Processed with current segmenter; Partly validated; Contains lots of artefacts due to lens mis-alignment )
#6765 - _Planktoscope Reference (Processed with other segmenter, works only with adding Deep Learning features into play); Fully validated)
Push the button "select project below then click me. You then have the possibility to select what types of object to consider. It is recommended to try to avoid selecting too much objects to partly correct the usual strong imbalance between categories (here as an example limited to 100 example per group) (If you use project #4605 as an example, please remove artefacts)
click on "continue to the classifier option screen ". Activate the pre-trained Deep Learning features (if not available see step 10). Inactivate variables that are not relevant for prediction and relate to position of the vignette in the initial images (bx, by, depth min/max, label, local centroid col/row, x, y)
Once done, images are now "predicted" (blue) but still wait for validation. Note that while classifying the different objects, the classifier also gives a classification "score" which determine if the label is attributed with high or low confidence. Using this score as a quick-filter is usually a good idea to be able to validate quickly well recognised images (and quickly start new predictions)
example of images sorted by score of prediction
Doing repeated predictions on your own samples is better than doing some global one on random example project
Quickly validate objects to start to predict on your own plankton composition: the classifier is quite efficient and starts to give reasonable results starting from 30-50 images as example. Ecotaxa is then optimised to operate regular prediction rounds which could be heavily guided by the human (e.g. by doing prediction only on selections, stopping to predict some organisms etc).
-once fully validated, export your results (lots of different solutions exist, the easiest to understand being the summary export with count per sample)
Maintenance of your planktoscope
Maintenance of your planktoscope
Clean tubing and flowcell from inside
imaging plankton will lead to have a lot of organic material and seawater in the fluidic system. Some may clog or accumulates in some parts of the fluidic system.
Don't let it dry and try to get rid of it as soon as possible (if its occurs during sample acquisition, even abort this latter, take care of the clog, maybe dilute the sample and restart acquisition while noting that the sample got diluted in the metadata )
Pump tap or distilled water with high pumping rates helps to unclog the system. make sure no plankton organisms remain in the fluidic system and especially on the internal walls of the flowcell. If it is the case don't hesitate to pinch (during 1-2 second) and release the tubing between the flowcell and the pump while pumping to create a sudden variation of pressure (e.g. )
Over time, wet conditions and organic matter may create favorable condition for the growth of a bacterial film. The flowcell and tubing will look dirty from the inside. You can avoid this by pumping diluted bleach sometimes, let it act for 1-2 hours and carefully rinse the whole system
Water, bacteria, and bleach together may favour the apparition of a calcium carbonate film inside the tubing and flowcell. It may either appear as dispersed cristals attached inside the flowcell or a white coating inside the tubing. To remove and clean this, pump some acidic solution (vinegar, citrus juice or other kind of other acids), let it rest for a few hours and rinse the system
Clean flowcell outside:
The flowcell is an optical critical component, keeping it clean is an absolute necessity. Don't touch it with fingers or other kind of dirty material. If dirty:
if only dry dusts are present, gently blow the flowcell (ideally with dry gas dispenser at a large distance - dry gas dispenser are also creating thermal chocs if used from too close, test it on other material before)
if dirt in not only dry dusts it could be cleaned with optical paper and ethanol. DO NOT USE CLASSICAL WIPING PAPER which are usually enriched in silica fibers for solidity ... and may create scratches on the flowcell. (disposable nose tissue are better alternative if optical paper is not available)
Clean optical lenses
as for the flowcell, optical lenses are critical elements of your planktoscope and should be kept as clean as possible. It starts by never touching them with fingers (cleaning those would requires a lot of patience, efforts and may even lead to unexpected disappointments)
dry dust: dry gas (with even more caution than previously
others: only used optical paper
clean the camera sensor
... critical part if any, NEVER touch it, only use dry gas
regularly calibrate the pump
Troubleshooting
Troubleshooting
My flow cell is clogged with plankton, what to do?
Why this happens (preventive solutions):
- first this may happens if your sample does not have been "pre-filtered (we recommand pre-filtration to 200µm). Make sure to do this.
- It may aslo happens if your sample is too concentrated. If you got more than 20 plankton objects per image this may already be the case, dilute your sample and fill the dilution factor in the sample metadata
- it may also happens if you forget to agitate your sample using a bubble ( ) or if you let sample to stagnate for too long in the fluidic system.
unclogging the flowcell:
-try to pinch the tube in between the flowcell and the pump (while the pump is running). see
-try to do the same while pumping in the reverse direction (eventually at high speed- see pump controls in optical configuration page)
-dismount the flowcell but keeping the luerlock connectors on it. on the side which was connected with the pump, either blow in it or connect a syringe and pass air/water to chase the blocked plankton.