PhyloVersev1.1

PhyloVerse Documentation

A next-generation, browser-based platform for phylogenetic analysis, systematics, and evolutionary biogeography. No installation required — 100% in your browser.

D3.js Trees Leaflet Maps webR In-Browser Three.js Globe 3B+ Biodiversity Records TNT-style Analysis Dark/Light Themes 100% Open

🚀 Getting Started

1

Upload Your Data (Folder Method - Recommended)

The easiest way to load your project is to put all your files in a single folder and drag the entire folder onto the upload zone. PhyloVerse will automatically detect and parse all supported files:

  • .nex — NEXUS (tree + matrix)
  • .tre / .nwk — Newick trees
  • .csv / .xlsx — Occurrence/specimen data
  • .tsv / .txt — Darwin Core Archive (GBIF downloads)NEW
  • .ss — Hennig86 matrices

You can also upload individual files by clicking the upload zone or dragging single files.

💡 Pro Tip: Folder Upload

Organizing your project files in a folder (e.g., MyProject/tree.tre, MyProject/specimens.csv, MyProject/matrix.nex) makes it easy to reload your entire project at once. Just drag the folder!

2

Or Load Sample Data

Choose from 5 real-world datasets using the dropdown selector, then click "Load Sample". Options include Dinosauria, Primates, Cetaceans, Corvids, and Wild Cats — each with phylogenetic trees, geographic data, and morphological matrices.

3

Follow the Workflow

The workflow progress bar guides you: Upload → Audit → Visualize → Analyze → Export

📂 Data Upload & Column Mapping

PhyloVerse uses intelligent column detection for CSV/XLSX files. If your columns have custom names, the Column Mapper will help you match them.

🔍 Smart Column Detection

PhyloVerse recognizes many common column names automatically:

Field Recognized Names Required?
Taxon/Species taxon, species, species_, name, scientificName, organism Yes
Latitude latitude, lat, decimalLatitude, y, north, lat_dd Yes (for mapping)
Longitude longitude, lon, lng, long, decimalLongitude, x, east Yes (for mapping)
Locality locality, location, site, place, country, region Optional
Age (MYA) age_mya, age, mya, min_age, max_age, period Optional
Elevation elevation, altitude, elev, alt, height, elevation_m Optional
Environment environment, habitat, biome, ecosystem Optional
⚠️ Custom Column Names?

If your CSV has non-standard column names (e.g., my_species_name, GPS_lat), the Column Mapper modal will open automatically. Simply select which of your columns corresponds to each field.

What's New in v1.1

🌙

Dark/Light ThemesNEW

Toggle between dark and light themes with Ctrl+D or the theme button. Your preference is saved.

⌨️

Keyboard ShortcutsNEW

Full keyboard navigation. Press ? to see all shortcuts. Undo/Redo with Ctrl+Z/Y.

↩️

Undo/Redo HistoryNEW

Made a mistake? Undo tree manipulations with Ctrl+Z. History tracks up to 50 states.

Split View ModeNEW

View tree and map side-by-side with resizable panes. Toggle with Ctrl+\ or the Split button.

🎨

Tree CustomizationNEW

Customize branch colors, node shapes (circle/square/diamond/triangle), label fonts in Settings.

📱

Touch GesturesNEW

Swipe between panels on mobile/tablet. Pinch to zoom on maps and trees.

🔀

TNT-style Branch SwappingNEW

TBR, SPR, and NNI algorithms for heuristic tree search. Professional-grade cladistic analysis.

🔒

Constraint AnalysisNEW

Define monophyly constraints and search for optimal trees that satisfy them.

⚖️

Successive ApproximationsNEW

Iterative character reweighting based on CI/RI until tree stability is achieved.

🎲

Jackknife & Symmetric ResamplingNEW

Fast resampling methods for clade support. Goloboff's symmetric resampling included.

⏱️

Molecular ClockNEW

Calibrate your tree with fossil dates. Supports strict and relaxed clock models.

🎬

Trait AnimationNEW

Animate character evolution through time. Watch traits change from root to tips.

🔄

Event BiogeographyNEW

DIVA-like analysis inferring dispersal, vicariance, and extinction events.

🏔️

Elevation VisualizationNEW

Color-code specimens by altitude. Export elevation-based distribution maps.

🗺️

Region-based ExportNEW

Export maps for specific countries or regions. Individual species distribution PNGs.

📊

Partitioned BremerNEW

Calculate Bremer support by character partition. See which data supports each clade.

⌨️ Keyboard Shortcuts

Press ? in the app to show this list.

Undo
CtrlZ
Redo
CtrlY
Save/Export
CtrlS
Toggle Theme
CtrlD
Split View
Ctrl\
Tree View
1
Map View
2
Globe View
3
Analytics
4
Ladderize Tree
L
Show Shortcuts
?
Close Modals
Esc

All Capabilities

Data & Visualization

📂

Smart File Upload

Drag folders or files. Auto-detects NEXUS, Newick, CSV, XLSX, Hennig86 formats.

🌿

Interactive Tree Viewer

D3.js phylogram with support values, node selection, ladderize, rotate, prune, collapse.

🔢

Matrix Editor

Edit character matrices in-browser. Add taxa/characters, export to NEXUS.

🗺️

Geo Map

Leaflet maps with markers, heatmaps, flow lines, range polygons, lasso selection.

🌍

3D Globe

Three.js globe for global biogeography with time-based filtering.

🔍

Data Audit

Fuzzy-match taxa across sources. Flags conflicts, orphans, outliers.

Phylogenetic Analysis

📈

Tree Statistics

Calculate CI, RI, RC, tree length for parsimony analysis.

🧬

Synapomorphy List

List character changes per clade. Export to CSV.

💪

Bremer Support

Decay indices for each clade.

🎰

Bootstrap

Character resampling for clade support.

📈

Character Tracing

ACCTRAN/DELTRAN optimization with color-coded branches.

⚖️

Implied Weights

Goloboff's k-value weighting for homoplasy.

Biogeography

🧭

DEC Analysis

Dispersal-Extinction-Cladogenesis for ancestral ranges.

🔄

Event Biogeography

Infer dispersal, vicariance, extinction events.

🗺️

Biogeographic Regions

Define custom areas with color coding.

🔬

Biodiversity APIsENHANCED

GBIF, iNaturalist with photos, eBird birds — 3B+ records with quality filtering.

💾 Export Options

Export Type Format Description
Tree SVG .svg Vector graphic of your tree. Publication-ready.
Tree PNG .png High-resolution raster image (2x scale).
Project JSON .json Complete project state. Reload later.
Audit CSV .csv Data audit results with matches, conflicts, outliers.
R Script .R Template script for further analysis in R.
Specimens by CountryNEW .csv Geographic summary grouped by country with elevation and occurrence counts.
Elevation ProfileNEW .csv All specimens with elevation data, sorted by altitude from highest to lowest.
Share URL Link Generate shareable URL with project state.

🧬 Sample Datasets

Choose from 5 real-world datasets to explore PhyloVerse features. Each includes a phylogenetic tree, geographic specimen data, and morphological character matrix.

Dataset Description Taxa Specimens
🦖 Dinosauria Mesozoic dinosaurs from fossil localities 11 species USA, Mongolia, Germany, Egypt
🦍 Primates Great apes and Old World monkeys 11 species Africa, SE Asia, worldwide
🐋 Cetacea Whales and dolphins from ocean surveys 12 species Global oceans
🐦 Corvidae Crows, ravens, and jays 10 species N. America, Europe, Asia
🐆 Felidae Wild cats from conservation surveys 11 species Africa, Asia, Americas
🔬 Data Compatibility

PhyloVerse supports data from major biodiversity databases including GBIF, iDigBio, PBDB, and VertNet. Column names are automatically detected.

🌍 Biodiversity Data IntegrationENHANCED

PhyloVerse now includes enhanced biodiversity integration with photos, quality filtering, and access to over 3+ billion occurrence records from global databases. Import verified, research-grade observations directly into your project.

📊 Data Sources

🏛️

GBIF (2+ Billion Records)

Global Biodiversity Information Facility — museum specimens, field observations, and verified occurrence data from institutions worldwide.

📷

iNaturalist EnhancedNEW

Community observations with photos (4 sizes), quality grades, observer info, dates, and direct links. Research Grade filtering available.

🦅

eBird (800M+ Birds)NEW

Expert-verified bird observations with counts, dates, and locations. Requires free API key from ebird.org/api/keygen (instant approval).

🧬

BOLD Systems

Barcode of Life — DNA barcode sequences with specimen data for molecular phylogenetics.

✨ Enhanced Features

📷

Photo Gallery PreviewNEW

View observation photos before importing. Grid display with taxon names, quality grades, observer credits, and clickable links to original observations on iNaturalist.

  • 4 photo sizes per observation: small, medium, large, original
  • Quality grade indicators (⭐ Research Grade, 📷 Casual)
  • Observer attribution with usernames
  • Direct links to verify identifications

Quality FilteringNEW

Filter verified vs unverified data for research-quality datasets:

  • ⭐ Research Grade (iNaturalist): 2+ experts agree on identification — suitable for scientific publications
  • ✅ Reviewed (eBird): Validated by expert ornithologists — high confidence bird records
  • 🏛️ GBIF: Museum specimens and institutional data — gold standard for occurrence records

Import options: "Import All" (all quality levels) or "⭐ Verified Only" (research-grade only)

⚙️

Advanced Search OptionsNEW

iNaturalist filters:

  • Quality Grade: Research / Needs ID / Casual / Any
  • Photos Only: Require photographic evidence
  • Date Range: Filter by observation dates
  • Geographic Radius: Search within X km of coordinates

eBird filters:

  • Region: Country/State codes (US, US-CA, etc.)
  • Time Range: Last N days (1-30)
  • Reviewed Only: Expert-validated sightings
📁

Darwin Core Archive SupportNEW

Import downloaded GBIF Darwin Core Archive files directly:

  • Supports occurrence.tsv files (up to 50,000 records for performance)
  • Automatic column detection for Darwin Core standard fields
  • Recognizes: scientificName, decimalLatitude, decimalLongitude, locality, etc.
  • Progress logging for large files

Downloaded archives from gbif.org can be uploaded as .tsv or .txt files

🚀 How to Use

📖 Quick Start: Simple Search

1. Go to Upload Panel → scroll to 🌍 Search Biodiversity Databases
2. Enter species name (e.g., Panthera leo, Parus major, Quercus robur)
3. Check databases: ☑ GBIF ☑ iNaturalist (eBird for birds)
4. Click 🔍 Search & Import
5. Review results and choose: Import All or ⭐ Verified Only

1

Setup eBird (For Bird Observations)

Get your free API key (takes 30 seconds):

  • Visit: https://ebird.org/api/keygen
  • Fill simple form with name, email, and usage description
  • Receive API key instantly (no waiting period)
  • In PhyloVerse: Check ☑ eBird → Click ⚙️ Advanced Options → Paste API key
2

Search with Quality Filters

Example: Photo-documented, research-grade observations

  • Enter taxon name: Panthera leo (African lion)
  • Check: ☑ iNaturalist only
  • Click: ⚙️ Advanced Options
  • Set: ⭐ Research Grade Only + ☑ Photos only
  • Click: 🔍 Search
  • Review: 📷 View Photo Gallery
  • Import: ⭐ Verified Only
3

Import Darwin Core Archives

If you downloaded GBIF data manually:

  • Extract your download (e.g., dr340.zip)
  • Find occurrence.tsv or occurrence.txt
  • Drag file to PhyloVerse upload zone
  • PhyloVerse automatically detects Darwin Core format
  • Parses up to 50,000 records (shows progress)

📊 Data Quality Guide

Source Quality Level When to Use
iNaturalist — Research Grade ⭐⭐⭐ HIGH Scientific publications, range maps, species distribution modeling
eBird — Reviewed ✅ HIGH Bird studies, migration analysis, conservation research
GBIF — Museum 🏛️ HIGHEST Gold standard — physical voucher specimens with expert identification
iNaturalist — Needs ID ❓ MEDIUM Review manually before use, good for preliminary surveys
iNaturalist — Casual ❌ LOW Exclude from formal analysis (no location, captive animals, etc.)

🎯 Example Workflows

💡 Workflow 1: Publication-Ready Bird Distribution

Goal: Create verified bird occurrence map for research paper

Steps:
1. Get eBird API key (free)
2. Search: Haliaeetus leucocephalus (Bald Eagle)
3. Check: ☑ eBird only
4. Import: ⭐ Verified Only
5. View on Map panel
6. Export CSV with full metadata
7. Cite eBird in publication

Result: 200+ expert-verified eagle sightings with dates, counts, and locations

💡 Workflow 2: Photo-Documented Species Range

Goal: Show photographic evidence across species range

Steps:
1. Search: Panthera leo
2. Check: ☑ iNaturalist
3. Advanced: ⭐ Research Grade + ☑ Photos only
4. View: 📷 Photo Gallery (verify images are correct species)
5. Import: ⭐ Verified Only
6. View on Globe panel
7. Export map image

Result: 50+ photo-verified observations with locations and observer credits

💡 Workflow 3: Maximum Coverage Multi-Source Dataset

Goal: Get comprehensive species distribution from multiple sources

Steps:
1. Search: Quercus robur (English Oak)
2. Check: ☑ GBIF ☑ iNaturalist ☑ BOLD
3. Import: Import All
4. Use Data Audit to identify conflicts
5. Filter by quality in Data Table
6. Export combined dataset

Result: 500+ observations from museums, community scientists, and DNA databases

⚠️ Important Notes

Darwin Core File Size Limit: Browser memory limited to 100 MB per file. Large GBIF downloads (e.g., 2.4 GB) cannot be loaded directly — use API search instead (fetches 300 records per search)
eBird API Limits: Free tier allows 100 requests/day (sufficient for most research)
iNaturalist Photos: Check license before reuse (CC-BY, CC-BY-NC, CC0, or All Rights Reserved)
Darwin Core Records: Performance limit of 50,000 records per file — for larger datasets, use multiple API searches
Citation Required: Always cite data sources in publications (citation format in ENHANCED_BIODIVERSITY_FEATURES.md)

📖 Documentation Files

📄

ENHANCED_BIODIVERSITY_FEATURES.md

Complete technical documentation with API details, configuration options, and troubleshooting guide.

📄

WHATS_NEW_ENHANCED.txt

Quick summary of all enhancements with before/after comparisons and testing checklist.

📄

BIODIVERSITY_INTEGRATION_GUIDE.md

Original guide covering basic integration, Darwin Core format, and data standards.

📬 Contact & Citation

📝 Citing PhyloVerse

Packeer, S. (2025). PhyloVerse v1.1: A next-generation web-based platform for phylogenetic analysis and biogeography. Available at https://shafranpackeer.com