Symbiota Workshops

The Symbiota team give regular workshops for groups interested in learning how to manage data within a Symbiota data portal. This page lists full training webinars that tend to be an hours long in length and may include input and questions from participants. You may also want to check out the mini-webinar series.

Online workshops:

Symbiota Webinar: Bugs in my Taxonomic Trees

Description: The webinar will provide an overview of taxonomic trees using Symbiota in the SCAN portal . The webinar will cover the various features found in taxonomic trees in the SCAN database. This will include: adding new species to a tree along with associated upper taxonomy, rearranging an established taxonomic tree to include missing taxa; synonymizing outdated names and removing or merging taxa with common errors in trees (i.e. misspellings etc).
Hosted by:  Symbiota
Presenter: David Fleming, Arizona State University

For a brief introduction to taxon trees in SCAN:
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Get a quick overview:

Symbiota Webinar: Bugs in my Checklist

Description: The webinar will begin with an initial run-through and explanation of the features available in the SCAN checklists. Next, there will be a demonstration of how to create a checklist from scratch, in order to illustrate how the process works. Then, using an already established checklist, David will review the tools used to curate a checklist.
Dates: Thursday, April 23, 2015
Hosted by:  Symbiota
Presenter: David Fleming, Arizona State University

The value of the Symbiota Portal and Database for Small Collections

Description: Managing and maintaining collections databases in the face of little IT support or cyber infrastructure is a significant challenge to small collections. Symbiota portal software and its underlying database has proven a useful tool for surmounting these hurdles, especially for herbaria and entomological collections.  Wholly online, with no local software to install, Symbiota supports online entry or batch uploads of data, image storage and display, and tools that allow collections managers to control access by data technicians. This webinar will present an introduction to Symbiota, including how curators and collections managers can take advantage of existing Symbiota networks
Dates: Monday, 15 December 2014, 2-3pm (EST)
Hosted by: Small Collections Network (SCNet)
Presenter: Ed Gilbert, Arizona State University
Who: Targeted to managers of small collections, though open to all Symbiota users!

Exsiccati Index and Management

Topic: Explain exsiccati index and search capabilities, exsiccati management tools (e.g. add, edit, delete), linking specimens to exsiccati series, interaction with data entry form and duplicate harvesting, etc
Dates: Tuesday, 21 October 2014, 11am (Central Time)
Hosted by: Lichens, Bryophytes and Climate Change (LBCC)
Who: Targeted to LBCC participants, though open to all Symbiota users!

Crowdsource Data Entry

Topic: overview of crowdsource data entry, present and review workflow from the volunteer perspective, present collection manager role and perspective, submitting record sets to crowdsourcing queue, reviewing processed records, LBCC Drupal expedition site, etc
Dates: Tuesday, 9 September 2014
Hosted by: Lichens, Bryophytes and Climate Change (LBCC)
Who: Targeted to LBCC participants and volunteers, though open to other Symbiota users

Checklist Management

Topic: Managing research checklists (e.g. flora/fauna), creating a new species list, adding and removing taxa, batch upload a spreadsheet, link vouchers, using voucher management tools, voucher conflicts, reports, etc
Dates: Wednesday, 3 September 2014
Hosted by: Symbiota

Introduction to Specimen Management 

Topic: Collection Control Panel, quick overview of features in the menu, managing permissions, download backup, access to data entry and specimen editor, tracking specimen edits, processing toolbox, etc
Dates: Wednesday, 27 August 2014
Hosted by: 

Introduction to Specimen Data Entry 

Topic: Review specimen data entry form, display and navigate label image, duplicate harvesting, exsiccati linking, determination history, images, common mishaps, management permissions, LBCC and Symbiota help pages, etc.
Dates: Tuesday, 26 August 2014
Hosted by: Lichens, bryophytes and climate change (LBCC)
Meeting Notes

Live workshops:

Symbiota 2011 Workshop
    • Madison, Wisconsin, August 9-10th
Symbiota Workshop at Botany 2010