Support Group

The Symbiota Support Group is a monthly meeting for Symbiota users to connect and learn how to use their portals.

The Support Group meets on the first Monday of the month at 12-1p Pacific / 3-4p Eastern. During these meetings, the Hub often demonstrates a predetermined topic, then the session is open for questions, troubleshooting, and discussion. Refer to the schedule below for the most up-to-date information about this recurring event.

Meeting Schedule

JAN. 9, 2022
Topic TBD
DEC. 5, 2022
Personal Observation Management profiles in Symbiota portals. If sponsored by a collection administrator, individual users can manage specimen or observational data in Symbiota portals through collections called Personal Observation Management profiles. Only the user can edit or add to their own specimens in this profile, but the specimens and observations in this profile are publicly available for searching and viewing. Here we described how Personal Observation Management profiles work and how they can be used by collectors to pre-curate specimens before distributing them to be accessioned in natural history collections. [Recording]
NOV. 7, 2022
Identification Keys and Character Matrices in Symbiota Portals. This month we will discuss what identification keys and character matrices are, how they can be set up in your portal, and how to edit them. [Recording]
OCT. 3, 2022
Open Community Discussion Time. This month we won’t have a dedicated tool to demonstrate; instead, we invite you to join us at this time for office hours and any questions you might have about how to work in your portal. Please bring your questions and ideas! This is a great time to connect with other curators and Symbiota users.
SEPT. 12, 2022
New Citation Generation and Tracking Tools. We will demonstrate new tools that have been developed to auto-generate citations on the collection page, data use policy, and within the Darwin Core Archives downloaded by a user. Citation formats must be designated by a portal manager and can then be applied to all collections. We will also demo the new GBIF citations widget that shows how many citations your data have received through GBIF. [Recording]
AUG. 1, 2022
Taxonomic Thesauri in Symbiota Portals. Here we will discuss how taxonomic thesauri function in Symbiota portals and how they relate to specimen and observation data. We will also describe how to edit or request edits to the taxonomic thesaurus, and we will provide an overview of the function of the taxonomic cleaning tools. [Recording]
JULY 4, 2022
No meeting. US holiday.
JUNE 6, 2022
Creating Specimen Labels in a Symbiota Portal. In this session, we discussed how to design and export specimen labels directly from your portal, including how to save custom label templates for repeated use. [Recording]
MAY 2, 2022
Crowdsourcing in a Symbiota Portal. Crowdsourcing is a way to allow logged-in users to transcribe records from images or conduct other digitization tasks without giving those users full editing privileges for your entire collection. In this session, we demonstrated how to prepare records for crowdsourcing and how to view and vet crowdsourced data. We also touched briefly on the use of Notes from Nature. [Recording]
APRIL 4, 2022
Publishing Data from a Symbiota Portal. We will demonstrate how data can be shared with other resources and pushed to aggregators such as iDigBio and GBIF. [Recording]
MARCH 7, 2022
Data Cleaning Tools in Symbiota Portals. We will demonstrate the geography cleaning, taxonomy cleaning, batch editing, and other tools that can be used to clean data in a Symbiota portal. [Recording]
FEB. 7, 2022
Getting Images into a Symbiota Portal.
There are many ways to associate images of occurrences with their records in Symbiota portals. In this meeting, we discussed these options and important considerations to make when selecting an optimal workflow for a collection. [Recording]
JAN. 3, 2022
Uploading Data to a Symbiota Portal.
In this meeting, we demonstrated how to upload spreadsheets (CSV files) and Darwin Core Archives of occurrence data into a collection in a Symbiota portal. Note that only users with administrator access (i.e., collections managers or curators) can import data in this way. [Recording]
2021
DEC. 6, 2021
GitHub & Other Symbiota Resources.
Our first meeting covered GitHub (how to use it) and the Symbiota Resources found there. We demonstrated how to use the discussion page to report issues, engage with other users, etc. [Recording]