deploy: 5149aea

col_obs/index.html

@@ -6,5 +6,5 @@
 <a class=dropdown-item href=https://biokic.github.io/symbiota-docs/coll_manager>Collection Manager Guide</a>
 <a class=dropdown-item href=https://biokic.github.io/symbiota-docs/dev>Developer Guide</a></div></li></ul><select class="lang-list dark" id=select-language onchange="location=this.value;">
 <option id=en value=https://biokic.github.io/symbiota-docs/col_obs/ selected>En</option></select></div></div></nav></header><section class="single section-sm pb-0"><div class=container><div class=row><div class=col-lg-3><div class=sidebar><ul class=list-styled><a class=back-btn href=/symbiota-docs></a><li data-nav-id=https://biokic.github.io/symbiota-docs/col_obs/ title="Collector/Observer Guide" class="sidelist
-active"><a href=https://biokic.github.io/symbiota-docs/col_obs/>Collector/Observer Guide</a><ul><li data-nav-id=https://biokic.github.io/symbiota-docs/col_obs/add/ title="Managing Data in a Personal Observation Profile" class=sidelist><a href=https://biokic.github.io/symbiota-docs/col_obs/add/>Managing Data in a Personal Observation Profile</a></li><li data-nav-id=https://biokic.github.io/symbiota-docs/col_obs/send/ title="Sending Data from a Personal Observation Profile" class=sidelist><a href=https://biokic.github.io/symbiota-docs/col_obs/send/>Sending Data from a Personal Observation Profile</a></li></ul></li></ul></div></div><div class=col-lg-9><div class="p-lg-5 p-4 bg-white"><h2 class=mb-5>Collector/Observer Guide</h2><div class="content mb-6"><p>This guide will describe how collectors of data and/or specimens can add records to a Symbiota portal&rsquo;s Personal Observations Profile collection. Editors of Personal Observation Profiles need not be affiliated with any particular institution or collection represented in the portal.</p><div class="notices note"><p>By managing collection data in a Symbiota portal, collectors can take advantage of the Symbiota portal&rsquo;s data entry form (including dropdown lists and conversion tools), georeferencing tools, and label printing features. Furthermore, this workflow saves collections time and energy because they do not need to re-transcribe data.</p></div><p>Most Symbiota portals have a central collection profile generally referred to as the &ldquo;personal observation profile&rdquo;. It is sometimes called the &ldquo;general research observations&rdquo; profile or &ldquo;specimens being processed&rdquo; profile. For example, see SEINet&rsquo;s &ldquo;General Research Observations&rdquo; <a href="https://swbiodiversity.org/seinet/collections/misc/collprofiles.php?collid=102">collection here</a>. This collection profile is shared among all users who have been sponsored as editors of this collection profile; however, <em><strong>users may only edit records that they have entered into this profile.</strong></em> Records in this profile are publicly viewable once they are entered, but they may only be edited by the user who added them.</p><p>The personal observation profile is intended to be a place where collectors can manage their records (e.g., add and edit data, print specimen labels) and distribute the data to the collections where they will send their specimens, if applicable. A diagram of a generalized workflow is shown below.</p><p><img src=/symbiota-docs/images/persobsprofile.png alt="Personal Observation Profile General Workflow"></p><p>This workflow saves everyone time and energy because collections do not need to re-transcribe the data. Morever, even though there may be many duplicates for a specimen, the data only need to be entered once. This single data entry also reduces the likelihood of data entry error.</p><p>To manage observation-only data (i.e., no specimens) see <a href=https://www.inaturalist.org/>iNaturalist</a>.</p><p>Users must be sponsored by a collection administrator in order to add and edit records to this collection profile.</p><p>Sponsored users have the following options for managing their data in the Personal Observations Profile collection. Related tutorial documentation is linked below.</p><p><img src=/symbiota-docs/images/persobsoptions.JPG alt="Personal Observation Profile Options"></p><ul><li><strong>Search Records:</strong> search through the records that you have entered into this profile. You can conduct custom, detailed searches from this interace. Tutorial information can be found <a href=https://biokic.github.io/symbiota-docs/editor/edit/>on this page</a>.</li><li><strong>Add a New Record:</strong> tutorials for <a href=https://biokic.github.io/symbiota-docs/editor/add/full/>adding records here</a> and for <a href=https://biokic.github.io/symbiota-docs/editor/edit/>editing records here</a></li><li><strong>Print Labels:</strong> print labels for specimens of all types, including specimen packets. <a href=https://biokic.github.io/symbiota-docs/editor/label/>Tutorials here</a>.</li><li><strong>Print Annotation Labels:</strong> print annotation/determination/identification labels for specimens that already have full labels. <a href=https://biokic.github.io/symbiota-docs/editor/label/annotation/>Tutorials here</a>.</li><li><strong>Submit image-vouchered observation:</strong> use an image to create a new record, if you did not collect a specimen for the record. The available data entry fields are similar to those used to add a new specimen record (see above).</li><li><strong>Review/Verify Occurrence Edits:</strong> view, revert, or apply edits that you have made to your records. <a href=https://biokic.github.io/symbiota-docs/coll_manager/review/>Tutorial here</a>.</li><li><strong>Download backup file (CSV extract):</strong> download a copy of your data to review or send to a collection. CSV files may be opened in Excel or a similar spreadsheet software.</li><li><strong>View User Comments:</strong> because your data are publicly visible, users may leave comments on your records. Use this tool to view and manage those comments. See <a href=https://biokic.github.io/symbiota-docs/coll_manager/comment/>this page</a> for more information.</li></ul></div><div class="post-meta-wrapper border-top border-bottom"><p class="pb-3 pt-3 float-right"><a class="btn btn-sm btn-info" href=https://github.com/BioKIC/symbiota-docs/edit/master/content/col_obs/_index.en.md target=_blank rel="noopener noreferrer">Edit this content on GitHub</a></p><p class="post-meta pb-3 mt-3 mb-0">Content by Symbiota Support Hub.</p><p class="post-meta pb-3 mb-0">Created on 29 Nov 2022.</p></div><div class="citation-div mt-3 pl-3 border-bottom"><h6>Cite this page:</h6><p>Symbiota Support Hub. <span class=font-weight-bold>Collector/Observer Guide</span>. <span class=font-italic>In</span>: Symbiota Support Hub (2024). <span class=font-weight-bold>Symbiota Documentation</span>. <a href=https://biokic.github.io/symbiota-docs/col_obs/>https://biokic.github.io/symbiota-docs/col_obs/</a>. Created on 29 Nov 2022.</p></div><nav class="pagination mt-3"><a class="nav nav-prev" href=https://biokic.github.io/symbiota-docs/contribute/local_version/><i class="ti-arrow-left mr-2"></i><span class="d-none d-md-block">How to run a local version of Symbiota Docs</span></a>
+active"><a href=https://biokic.github.io/symbiota-docs/col_obs/>Collector/Observer Guide</a><ul><li data-nav-id=https://biokic.github.io/symbiota-docs/col_obs/add/ title="Managing Data in a Personal Observation Profile" class=sidelist><a href=https://biokic.github.io/symbiota-docs/col_obs/add/>Managing Data in a Personal Observation Profile</a></li><li data-nav-id=https://biokic.github.io/symbiota-docs/col_obs/send/ title="Sending Data from a Personal Observation Profile" class=sidelist><a href=https://biokic.github.io/symbiota-docs/col_obs/send/>Sending Data from a Personal Observation Profile</a></li></ul></li></ul></div></div><div class=col-lg-9><div class="p-lg-5 p-4 bg-white"><h2 class=mb-5>Collector/Observer Guide</h2><div class="content mb-6"><p>This guide will describe how collectors of data and/or specimens can add records to a Symbiota portal&rsquo;s Personal Observations Profile collection. Editors of Personal Observation Profiles need not be affiliated with any particular institution or collection represented in the portal.</p><div class="notices note"><p>By managing collection data in a Symbiota portal, collectors can take advantage of the Symbiota portal&rsquo;s data entry form (including dropdown lists and conversion tools), georeferencing tools, and label printing features. Furthermore, this workflow saves collections time and energy because they do not need to re-transcribe data.</p></div><p>Most Symbiota portals have a central collection profile generally referred to as the &ldquo;personal observation profile&rdquo;. It is sometimes called the &ldquo;general research observations&rdquo; profile or &ldquo;specimens being processed&rdquo; profile. For example, see SEINet&rsquo;s &ldquo;General Research Observations&rdquo; <a href="https://swbiodiversity.org/seinet/collections/misc/collprofiles.php?collid=102">collection here</a>. This collection profile is shared among all users who have been sponsored as editors of this collection profile; however, <em><strong>users may only edit records that they have entered into this profile.</strong></em> Records in this profile are publicly viewable once they are entered, but they may only be edited by the user who added them.</p><p>The personal observation profile is intended to be a place where collectors can manage their records (e.g., add and edit data, print specimen labels) and distribute the data to the collections where they will send their specimens, if applicable. A diagram of a generalized workflow is shown below.</p><p><img src=/symbiota-docs/images/persobsprofile.png alt="Personal Observation Profile General Workflow"></p><p>This workflow saves everyone time and energy because collections do not need to re-transcribe the data. Morever, even though there may be many duplicates for a specimen, the data only need to be entered once. This single data entry also reduces the likelihood of data entry error.</p><p>To manage observation-only data (i.e., no specimens) see <a href=https://www.inaturalist.org/>iNaturalist</a>.</p><p>Users must be sponsored by a collection administrator in order to add and edit records to this collection profile.</p><p>Sponsored users have the following options for managing their data in the Personal Observations Profile collection. Related tutorial documentation is linked below.</p><p><img src=/symbiota-docs/images/persobsoptions.JPG alt="Personal Observation Profile Options"></p><ul><li><strong>Search Records:</strong> search through the records that you have entered into this profile. You can conduct custom, detailed searches from this interace. Tutorial information can be found <a href=https://biokic.github.io/symbiota-docs/editor/edit/>on this page</a>.</li><li><strong>Add a New Record:</strong> tutorials for <a href=https://biokic.github.io/symbiota-docs/editor/add/full/>adding records here</a> and for <a href=https://biokic.github.io/symbiota-docs/editor/edit/>editing records here</a></li><li><strong>Print Labels:</strong> print labels for specimens of all types, including specimen packets. <a href=https://biokic.github.io/symbiota-docs/editor/label/>Tutorials here</a>.</li><li><strong>Print Annotation Labels:</strong> print annotation/determination/identification labels for specimens that already have full labels. <a href=https://biokic.github.io/symbiota-docs/editor/label/annotation/>Tutorials here</a>.</li><li><strong>Submit image-vouchered observation:</strong> use an image to create a new record, if you did not collect a specimen for the record. The available data entry fields are similar to those used to add a new specimen record (see above).</li><li><strong>Review/Verify Occurrence Edits:</strong> view, revert, or apply edits that you have made to your records. <a href=https://biokic.github.io/symbiota-docs/coll_manager/review/>Tutorial here</a>.</li><li><strong>Download backup file (CSV extract):</strong> download a copy of your data to review or send to a collection. CSV files may be opened in Excel or a similar spreadsheet software.</li><li><strong>View User Comments:</strong> because your data are publicly visible, users may leave comments on your records. Use this tool to view and manage those comments. See <a href=https://biokic.github.io/symbiota-docs/coll_manager/comment/>this page</a> for more information.</li></ul></div><div class="post-meta-wrapper border-top border-bottom"><p class="pb-3 pt-3 float-right"><a class="btn btn-sm btn-info" href=https://github.com/BioKIC/symbiota-docs/edit/master/content/col_obs/_index.en.md target=_blank rel="noopener noreferrer">Edit this content on GitHub</a></p><p class="post-meta pb-3 mt-3 mb-0">Content by Symbiota Support Hub.</p><p class="post-meta pb-3 mb-0">Created on 29 Nov 2022.</p></div><div class="citation-div mt-3 pl-3 border-bottom"><h6>Cite this page:</h6><p>Symbiota Support Hub. <span class=font-weight-bold>Collector/Observer Guide</span>. <span class=font-italic>In</span>: Symbiota Support Hub (2024). <span class=font-weight-bold>Symbiota Documentation</span>. <a href=https://biokic.github.io/symbiota-docs/col_obs/>https://biokic.github.io/symbiota-docs/col_obs/</a>. Created on 29 Nov 2022.</p></div><nav class="pagination mt-3"><a class="nav nav-prev" href=https://biokic.github.io/symbiota-docs/contribute/style_guide/><i class="ti-arrow-left mr-2"></i><span class="d-none d-md-block">Formatting Symbiota Docs</span></a>
 <a class="nav nav-next" href=https://biokic.github.io/symbiota-docs/col_obs/add/><span class="d-none d-md-block">Managing Data in a Personal Observation Profile</span><i class="ti-arrow-right ml-2"></i></a></nav></div></div></div></div></section><footer class="section pb-4"><div class=container><div class="row align-items-center"><div class="col-md-8 text-md-left text-center"><p class="mb-md-0 mb-4">© 2024 <a href=https://symbiota.org>Symbiota Support Hub</a></p></div><div class="col-md-4 text-md-right text-center"><ul class=list-inline><li class=list-inline-item><a class="text-color d-inline-block p-2" href><i></i></a></li><li class=list-inline-item><a class="text-color d-inline-block p-2" href><i></i></a></li><li class=list-inline-item><a class="text-color d-inline-block p-2" href><i></i></a></li><li class=list-inline-item><a class="text-color d-inline-block p-2" href><i></i></a></li></ul></div></div></div></footer><script src=https://biokic.github.io/symbiota-docs/js/script.min.js></script></body></html>