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OVERVIEW GUIDE

TABLE OF CONTENTS
Introduction to Savanna................................................................................. 3

Lets Begin......................................................................................................... 5

Spaces............................................................................................................... 6

Search................................................................................................................ 8

Document......................................................................................................... 9

Occurrence.....................................................................................................10

Linknet.............................................................................................................12

Timeline...........................................................................................................13

Crumbnet........................................................................................................14

Grid..................................................................................................................16

Map..................................................................................................................17

Graphic............................................................................................................18

Note.................................................................................................................19

Conclusion......................................................................................................20
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INTRODUCTION TO SAVANNA

Savanna is a model-enabled, open standards, all-source analysis platform. Savannas collaborative


workspace provides the ideal environment for analyzing and anticipating risks within complex,
interconnected systems and social orders. By identifying key information and visualizing relation-
ships between structured and unstructured data, Savanna allows you to construct holistic narra-
tives that examine a question or problem from varying viewpoints. Savannas tools include:

Spaces
Spaces are collaborative problem areas where you can manage and share primary data and analyti-
cal output. Individual Spaces can be customized with sharing settings for easy collaboration. Within a
Space, you can access Savannas full suite of tools to visualize, format, edit and annotate information.

Crumbnet
Crumbnet is Savannas concept modeling tool. With Crumbnet, you can perform
narrative analysis, connect stories to emerging evidence, and formalize and struc-
ture analysis approaches. Crumbnets are an ideal backdrop for providing con-
text through thoughts (e.g., collaborative annotations, snippets of text, etc.) and
fully-sourced supporting evidence.

Search
Savannas Search feature offers a powerful mechanism to search for content related to your
analysis. Search allows you to search for Documents, Images, and application-specific content like
Crumbnets, Maps, Occurrences and more. Search filters then allow you to drill down and get the
most accurate and useful results. Once youve customized search parameters that youre happy
with, you can save searches for later use.

Occurrence
Occurrences are dynamic documents that allow for the collection of new events
and changing locations. Using Occurrences, you can connect people to organiza-
tions, places, people and activities. Full sourcing and attachments connect infor-
mation while comments capture contextual knowledge. Occurrences are tem-
plate-based for the quick and consistent capture of domain-specific information.

Note
Notes are fully-sourced custom documents to which you can add images, sourced
content from other documents in Savanna and copy-and-pasted web content that
retains its sourcing, images and layout. You can use Notes to capture research or
create assesment summary reports for presentation and collaboration.

Grid
Grid is Savannas tool for viewing and filtering structured data. Any CSV file that you upload into
Savanna opens in Grid, where you can view, filter and format the data. Grids that include geospa-
tial data can be configured and visualized in Savannas Map tool.

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Map
Maps allow you to add geospatial context to your analysis. With Map, you can
fuse structured and unstructured data into a cohesive, interactive visual. You can
integrate CSV, KML or shape files, filter content and adjust visibility settings so
that the most relevant information is prominent.

Graphic
The Savanna Graphic feature provides a place where you can visualize Grid data in
ways that are both visually impressive and illuminating. In Graphic, you can customize
Grid data to display as bar charts, line charts and more, depending on the Grid being
used. The ability to view Grid data in a different setting provides you with the oppor-
tunity to gain new insights on data sets, and to create presentation-quality visuals.

Document
The Document tool allows you to view and work with documents. In Document, you can quickly
grasp key concepts by scanning entities. Entities represent people, places and more. They are
automatically extracted, underlined, and color-coded for easy viewing. You can also modify Docu-
ments to suit your workflow by highlighting content, making comments, searching within content,
and marking your own problem-specific entities.

Linknet
Linknets visually convey networks of relationships. You can drag multiple Occur-
rences onto a Linknet to discover relationships between specific people, plac-
es, organizations, events and things. The ability to view Occurrences and their
associated relationships side-by-side with an entirely different lens helps shift
perspectives on complex problems.

Timeline
In Savannas Timeline view, you can drop multiple Occurrences onto a visual span
of time, drawing connections between any attached events within Occurrences.
Timeline is a great way to capture and discover data with a temporal lens, adding
depth to analysis research and products.

Sharing
Savanna makes sharing and collaborating easy. You can share Spaces, Searches and other content
you create in Savanna, like Linknets, Graphics and more. Using the Sharing window, you can share
content with everyone on your system or with specific colleagues, and choose whether to give
others edit or view-only access.

Production
Production is an essential tool for creating compelling, interactive presentations.
With Production, analysts can capture the current state of their analysis work in
a Scene, and build multiples Scenes into a single presentation document. Users
can also add images and contextual text to their Productions, making them a
flexible format for all presentation and collaboration needs.

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LETS BEGIN

In a web browser, navigate to the sign in page and enter your username and password.

Once you sign in, you land on the Spaces page. Here, you can create a new Space, access private
Spaces that house your work and access Spaces that others in your system have created and
shared with you.

Click the Create


Space icon to create
a new Space.

In the northern region of Brazil, the Caatinga ecoregion has beome one of the most threatened
watersheds, or drainage basins, in the world. Lets say youre researching ways that an integrated
watershed management approach can improve living conditions and natural resource preserva-
tion in the Caatinga. You can start by creating a Space to house your research and analysis.

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Then, you can name your Space and choose
its sharing settings. When you create a Space,
you can choose from Public or Private. Private
means that only you can access your Space.
Public means that all other users in your system
can search for, access and edit the Space. Later,
you can set more specific sharing settings, like
only sharing your Space with particular users.

Click Create to finish.

Spaces

Spaces are collaborative problem areas where you can house data and analytic output. Any
content that you create and save is automatically saved to the Space in which you are current-
ly working. In the Space Content panel, you can then manage, share and organize your con-
tent.

Once you create a Space, you land on the Space dashboard. From here, you can access all Savanna
tools. You can create Occurrences, Maps, Linknets and more. In the Utilities sidebar, you can ac-
cess the Search, Space Content and Upload panels. In the Space dashboard, you can also access
various movable panels that capture important information about your Space, like recent activity,
Space contents, saved searches and comments. You can rearrange these panels to suit your needs.

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When you enter the dash-
board of a Space, alerts
signal when new information
has been added, allowing you
to quickly discover updates and
changes to your Space. Alerts
might let you know when new
content has been added to the Space, or if there are new search results available for a saved
search. The Last Updated time stamp lets you see when the most recent updates were made.

Next to the Alerts menu, the Display Options menu lets you configure the dashboard to suit your
needs. You can change the location of the Create panel to the top or bottom of your window,
change the size of the icons within the Create panel, and choose whether to hide or show the text
next to the icons.

Once youve configured your Space To begin, click the Space


dashboard, you may want to go menu.
ahead and share your Space with
any colleagues youll be working
with. Then, click Share.

In the Sharing win-


dow, to share your
content with specific
people, type in the
text box, choose a
user and click Add.

To make your content public to all users, click


Share with Everyone.

To remove a
To choose what kind of privileges a user has, users priv-
click the drop-down menu next to their name ileges, click
and click Edit or View Only. the X.

When youre
finished, click
Done.

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You may want to start your analysis Search
of the Caatinga watershed by search-
ing for related documents and imag- With Search, you can search for anything that has
es. been created in or uploaded to Savanna. Use the
Type menu to find Documents, PDFs or Images, as
To access search, in the Utilities well as application-specific content like Crumbnets,
sidebar, click the Search icon. Maps and Occurrences.

Type the keywords Caatinga, wa-


tershed and management in the
Search text box.

In the Search Filter box, you can add and remove Boolean search terms. For example, you can
click the X next to Caatinga to remove it from your search and expand your search results. To
refine your search further, click the checkboxes next to the filters you wish to apply to your search.

You may see a number of Documents, Occurrences and more that youd like to peruse later. To
save them to the Space you created earlier, hover over a search result and click the Add to Space
icon. You can also view a Document right away by clicking its title. The Document opens in Savan-
nas Document tool.

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Once youre happy with the search parameters youve chosen, you
can save a search for later use by clicking the Save Search menu
above the Search text box and clicking Save Search.

In the window, you can name your search, add a description and select
the Space to which you want to save it.

Once you save a search, you can access it from the Search panel, the
Space Content panel of a Space, and from the Saved Searches panel in
the Space dashboard.

In the Document you open, you may see a passage that you want to mark. You can add a highlight
to the Document to make the passage stand out. Later, you can also add comments or mark prob-
lem-specific entities to add context to your analysis.

To make any changes to a


Document, you must first Document
enter the Edit mode by
clicking Edit in the toolbar. Any Document that you view in Savanna is automatically
All Savanna content is avail- opened in the Document tool. In Document, you can view,
able in two modes: the View mark and modify problem-specific entities, update Doc-
mode and the Edit mode. uments to suit your analysis by highlighting content and
You can only make changes making comments, or search in a Document to quickly find
and save them while you are relevant content.
in the Edit mode.

To add a highlight to a Document, in the


Edit mode, click the Highlight icon.

Then drag over the text you want to


highlight. The text is highlighted in
yellow. Click Done in the Document
toolbar to save your changes.

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Note

Notes are fully-sourced custom documents. You can add text, images and web content to
Notes to house research from multiple sources, or for presentation and collaboration.

As you find and mark


passages in various
documents, you
might want to aggre-
gate your research
into one central doc-
ument. You can drag
highlights that you
marked in various
Documents, as well
as entities and other
text selections, into
your Note, and type
your own text to sup-
plement them. You
can also copy and
paste web content
from outside Savan-
na into a Note, and
add images from the Search or Space Content panels, including screenshots you took of Savanna
content that you created. Everything you drag into a Note retains its source information for easy
reference, and web content from outside Savanna also retains its layout and images. Once you add
content to a Note, you can easily edit and format it using the formatting tools in the Note toolbar.
You can change the text size, font and alignment, add bold or italic formatting to text and more.

After reading through some preliminary research,


you may come across an organization involved
in Brazils watershed management, about which
you want to gather additional information in an
Occurrence.

You can start by returning to the Space dash-


board and clicking the Occurrence icon. From
the Create Occurrence window, select the Oc-
currence type. Then choose a template. For now,
you can use the Generic Organization template.
Then, click Next. In the next window, name the
Occurrence and choose its sharing settings. Click
Create to finish.

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Occurrence

Occurrences are dynamic documents that allow you to capture custom information about peo-
ple, places, events, organizations and things. Using Occurrences, you can then make connec-
tions between categories and visualize these connections using other Savanna tools.

On the main Occurrence page, you can fill in additional information about the Brazilian Corpora-
tion for Agricultural Research, and add images. For example, you could start by clicking Edit, then
clicking in the Description text box and typing a description of the organization.

You can also connect the organization to various events, allowing you to track their actions and
connections to other people, places and organizations. From the Events tab, you can create con-
nected Events from within an Occurrence. These events are automatically saved within the Occur-
rence used to create them and are also saved as standalone Event Occurrences in Savanna. This
way, you can quickly create and add multiple Events to an Occurrence. To do that, you can click the
Events tab and click Add Events. Then, follow the workflow to create a new Event.

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Now that you have an Occurrence for the Linknet
Brazilian Corporation for Agricultural Research
that includes all of their events and connec- You can drag Occurrences onto a Linknet
tions, you may want to visualize thier network in order to view their relationships and
of relationships. To do that, you can create a connections to other people, places and
Linknet. In Linknet, you simply drag and drop more. Linknets make it easy to discover
the Occurrence for Brazilian Corporation for and analyze complex networks of relation-
Agricultural Research onto the Linknet back- ships.
ground.

When you drop an


Occurrence onto a
Linknet, its first-de-
gree relationships
are automatically
displayed, so that
you can easily see
who or what is most
closely connected
to the Brazilian Cor-
poration for Agricul-
tural Research.

When you click or hover over an Occurrence


node on a Linknet, the number of outgoing
connections from that node is displayed.
You can double-click the node to display any
relationships that have not already been
expanded. This allows you to uncover and
follow various relationship paths.

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Next, you may want to get a better idea of farming techniques and watershed management in
the Caatinga over a period of time. To do that, you can create a Timeline.

Timeline

Timeline allows you to view and analyze Occurrence data and connections through a temporal
lens. You can use Timeline to draw connections between events in Occurrences. Events with
both definite dates and ongoing or undetermined dates can be represented on a Timeline.

You can simply drag Occurrences for various surveyed farmers in the region, which include con-
nected Event Occurrences listing their activities, over the Timeline background. The Timeline is
automatically populated with a chronological view of their farming techniques.

To get additional information


about any event on the Timeline,
you can select the event and
click the Selection icon in the
Details sidebar. From there, you
can read an event description
or open the original Event Oc-
currence to get a full view. For
example, you may want to read
more about the Farm Manage-
ment Trials that took place in
2010-2011.

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From here, you may want to create a Crumbnet to frame your analysis. With the formation
of research consortiums like the Brazilian Corporation for Agriculture as a starting point, you
could create a Crumbnet that took a more in-depth look at watershed management in Brazil.

Crumbnet

Crumbnet is a concept modeling tool that provides a hub for working through the life cycle
of an analysis problem. In Crumbnets, you capture important information about an analysis
problem, such as hypotheses, assumptions, facts, and other related concepts. Crumbnets
provide an ideal backdrop for connecting supporting evidence and content as an analysis pro-
gresses and situations change.

Create rela-
tionships be-
tween nodes
to connect
important
concepts.

Add nodes to rep-


resent questions,
assesments and
more.

Add titles and


descriptions to
your nodes to
Drag supporting connect them to
evidence like specific informa-
Maps, Images and tion.
Documents from
Search or the
Space Content
panel.

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Content that you create or upload into Savanna is private by de-
fault until you choose to share it with others. Content that you can
share includes Documents, Maps, Graphics, Searches and more.
For example, you may want to share your Crumbnet with a co-
worker that you are collaborating with. To share your Crumbnet,
first click the Crumbnet menu. Then, click Share. In the window,
you can add collaborators and choose the level of their sharing
permissions. When you share content in Savanna, you can choose
whether to let other users have view-only permissions or view-
and-edit permissions.

After creating, saving and sharing your Crumbnet, you may want
to delve further into your research of the Caatinga by examining
geospatial information about the area. You can start by uploading
a CSV file containing geospatial data about deforestationr in the
Caatinga so that you can visualize it in the Map tool.

In the Utilities sidebar, click


the Upload icon.

Specify the Space or Spaces


to which you wish to upload
content, or upload content
to be available in all of Sa-
vanna.

Drag files from your desktop


over the words Drop files.

Once your CSV file is up-


loaded, it is automatically
added to the Space you are
working in. To view it, you
can simply click the Space
Content icon in the Utili-
ties sidebar. In the Space
Content panel, you can
also organize your analysis
resources using the Actions
menu.

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Grid

Grids contain structured data related to an analysis. CSV files that you upload to Savanna are
displayed in Savannas Grid feature, where you can view, filter and format your data.

While in the Edit mode,


click the Filter Grid icon
to add filters to the cell
content in a Grid.

In the Filter Grid


window, select a col-
umn and set the filter
criteria. For example,
you may only want
to view deforesta-
tions in the state of
Bahia. Click Add to
add the filter. You can
add multiple filters
at once. Click OK to
apply all added filters
to the Grid.

Click the Data Type icon to change your data types


or make a Grid Map-ready. The Data Type icon varies
according to the data type of the column.

To make a Grid Map-ready, from the menu, click Map


formats. Making a Grid Map-ready allows you to
customize how youd like any geospatial data within it
displayed on a Map. You can choose between lati-
tude/longitude or MGRS.

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Once youre done working with your Grid, you Map
might want to visualize the geospatial data
it contains. You can add Grids that contain Maps allow you to add geospatial context
latitude/longitude or MGRS valuesMap- to your analysis. You can add multiple Grids
ready Gridsto a Map by simply dragging to a Map, hide or show individual Grid lay-
and dropping them from Search or from the ers, and customize the way geospatial data
Space Content panel. is displayed.

Geospatial Grid Work with Grid and


data is visualized Base layers in the
on the Map. Layers panel.

In the Data panel, you


can add a date filter
to your Map. Simply
click Add Date Filter,
select a date-formatted
column and click Show
Date Filter. A bar chart
will display Map events
by date. You can also cus-
tomize the look of
geospatial data in
the Layers panel.

Layers on a Map include base layers, Grids, KML files and shapefiles. A base layer is the back-
ground display of any Map you create. Grids, KML files and shapefiles are displayed on top of a
base layer. In the Layers panel, you can choose to hide or show a layer by clicking the checkbox
next to the layer name.

Under Display Options, you can choose the color and size of the Grid data points that are dis-
played on the Map background. You can also add callouts to the displayed data that show specific
information about the data point. You can choose whether callouts are displayed upon clicking or
hovering over a data point.

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Graphic Your Map allowed you to geospatially
visualize deforestation in the Caat-
Graphic allows you to visualize Grid data in the inga over the past several years. Now,
form of bar charts, line charts and more. Using you may want to examine your Grid data
Graphic, you can gain new insights into existing through a different lens. You can create
data and share your discoveries with a presenta- a Graphic that shows the forest area and
tion-quality visual. percentage lost by each Brazilian state.

You can start by dragging a Grid onto the Graphic background.


Once you add a Grid, its data series (or columns) are displayed
in the Layers panel. Drag a data series to the X-axis to begin.
Your data is displayed as a bar chart by default. Using the Visu-
alization menu, you can change the form in which your data is
displayed. You can further customize your Graphic by assigning
different colors to the categories within a data series, choosing
the number of categories you wish to display on your Graphic,
or displaying multiple data series on a Graphic at once in order
to easily compare information.

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As part of your analysis workflow, you can take snapshots of the current state of your work.
Like taking a screenshot, capturing a Scene captures everything in the visible window of a view,
including the layout and placement of all elements, any
visible callouts and more. You can capture Scenes from
a Crumbnet, Linknet, Graphic, Map, Image or Timeline
simply by clicking Capture Scene in the toolbar.

In the window that opens, you can specify which


Production a Scene should be added to, or create a
new Production for your Scene. Then, add a title and a
description, and click Create. When you open a Pro-
duction, it is already populated with any Scenes that
youve added to it during your workflow.

Production

Using Scenes that capture your analysis work, along


with contextual text and images, Productions allow
you to customize a presentation that presents your
analysis in an attractive, accessible format.

Add text and drag images from


Search or the Space Content
panel to create a cover page.

Edit the titles and descriptions of your


Scenes, or reorder Scenes by dragging them.

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When youre ready to present your Production, you can enter the View mode and use the
navigation icons of the left side of the window to quickly and easily navigate between Scenes,
making it easy for you to share and display your finished work.

Using Savannas suite of model-enabled, all-source tools, youve been able to work through the
progression of your analysis. You searched for information about watershed management in the
Caatinga region of Brazil, marked relevant passages in a Document about the topic and saved
them in a Note. Then, you created an Occurrence to build an in-depth profile of an organization,
and used that Occurrence to examine their connections and activities by creating a Linknet and a
Timeline. You built a Crumbnet to frame your analysis and capture fully-sourced evidence in con-
text. Then, you worked with data in the form of a Grid, geospatially visualizing the deforestation
of the Caatinga on a Map and creating a Graphic that compared deforestation by state. Last, you
created a Production to display your research and insights. Through it all, youve been able to save
and organize your work in a problem-specific Space.

Savanna is an indispensable tool for exploring an analysis challenge from various viewpoints and
capturing contextual information about complex, ever-changing situations.

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