Crowdsourcing within Symbiota

The crowdsourcing module is used to make unprocessed records accessible for data entry by the general user who does not have explicit editing writes for a particular collection.

Workflow and Details

  • Crowdsourcing Control Panel: The crowdsourcing control panel for a particular collection is accessible through the Specimen Batch Processing link located within the main management menu for any collection.
  • Submitting Specimens to the Queue: The first step is to submit specimens to the crowdsourcing queue by clicking on the link located to the right of the “available to add” count, which is only available when the count is greater than zero. Only specimens with an “unprocessed” processing status in the central occurrence table are available for the crowdsourcing queue. If you have loaded skeletal data collected during the imaging process (e.g. taxon name, country, state, etc), you can further limit which records you submit to the queue by certain values (e.g. only records from a certain state). The “Record Limit” value will control how many records are submitted at each submission.
  • Short Form -vs- Long Form: In order to simplify data entry, a shortened form is presented to the user with only a select number of fields displayed. A link to the upper right of the form allows the user to toggle between the long and short form.
  • Data Protection: Certain data fields are not available for editing by the general user. These fields include catalog number, scientific name, and all fields in the determination and image tabs. However, users with explicit editing rights for a particular collection will have access to all fields and editing tabs.
  • Exposing to Public: The simplest way to open crowdsourcing to the user community is add a link to the Crowdsourcing Source Board to the main menu or homepage. A link can also be placed within a collection homepage. However, the crowdsourcing project will likely have greater exposure and success if a custom crowdsourcing page is create dedicated to the project with special instructions, educational links, and motivational incentives to participate. For an example, see the LBCC crowdsourcing project.