Symbiota Webinars

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.

Symbiota Webinars:

All online meetings and workshops for 2016-2017 are posted on iDigBio wiki page for the Symbiota Working Group  and on the Webinar wikipage .  There are 9 webinar/meetings scheduled for 2018. All 8 meetings and 15 webinars are recorded and viewable through Adobe Connect courtesy of iDigBio.


1/17/2018 Developing Education-Outreach (Anne Basham & Neil Cobb)

1/31/2018 The Oregon Flora Portal (Linda Hardison)

2/21/2018 Documenting the Ethnobiology of Mexico and Central America (DEMCA)


3/7/2018 Update on Genetic linkages (Andy Miller) and Paleo functionality (Neil Cobb)

3/28/2018 Improving Data Entry options -(Mary Barkworth)

4/16/2028 Data Cleaning Module (Anne Barber)


5/3/2018 Refactoring  Symbiota (Curtis Dyerson)

5/21/2018 Usage Stats and publication linking (Ben Brandt)

6/6/2018 End of year open discussion

October 11, 2017 Spatial Module I (Ben Brandt) [ Recording]

October 27, 2017 Spatial Module II (Ben Brandt) [ Recording]

November 30, 2017 Georeferencing CoGe I (Herrick Brown)[ Recording]

December 18 2017 Computer Vision (Andre Poremski) [ Recording]

December 16, 2016 Linking Genetic Data to and from Symbiota portals (Andrew Miller -MiCC) [ Webinar Recording] <br>

November 18, 2016 The GEOLocate Toolkit (Michael Denslow and Herrick Brown – SERNEC) [ Webinar Recording] <br>

October 21, 2016 Creating and using taxonomic keys (Scott Bates -Purdue University) [ Webinar Recording] <br>

September 16, 2016 Creating and maintaining checklists (Steven Buckley – US National Park Service) [ Webinar Recording] <br>

June 17, 2016 Webinar Requests (Andy Miller) [ Webinar Recording] <br>

May 20, 2016 Crowdsourcing (Mari Roberts – MaCC) [ Recording] Webinar Material [[Media:Managing+the+Crowdsourcing+Module.pdf|Getting Started with Crowdsourcing – Using Symbiota]]

April 15, 2016 Georeferencing (Anne Barber -SCAN) [ Webinar Recording] [ Webiner materials – Anne’s Googledoc]<br>

March 18, 2016 Transcription (Julianne Smith – LBCC) [ Recording]

February 19, 2016 Record Creation (Michael Denslow – SERNEC) [ Recording]

January 15, 2016 Collection Management Features (Elizabeth Lippoldt – MiCC) [ Recording] <br>

June 30, 2015 Taxonomic Trees (David Fleming) Not Recorded

April 23, 2015 Checklists (David Fleming) [ Recording]

December 15, 2014 The value of the Symbiota Portal and Database for Small Collections (Ed Gilbert) (Not Recorded)

October 21, 2014 Exsiccati (Ed Gilbert) [ Recorded]

September 9, 2014 Crowdsource data entry (Ed Gilbert) [ Recording]

September 3, 2014 Checklist Management (Ed Gilbert) [ Recording]

August 27, 2014 Introduction to Specimen Management (Ed Gilbert) [ Recording]

== Working Group Meetings ==

Location: AdobeConnect:​

#December 15, 2015 – [[Media:SWG_meeting_December_2015.pdf|Agenda]]
#January 27, 2016 – [ Recording]
#March 3, 2016 – [ Recording]
#April 25, 2016 – [ Recording]
#June 2, 2016 – [ Recording]
# October 25, 2016 – [ Recording]
* Link from Steve Buckley – NPS on generating field guides, and about NPSpecies
** Example
# January 25, 2017 – [ Recording]
# September 11, 2017 – [ Recording]

Past Webinars (2015 and before)

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:
To join the meeting:
If you have never attended an Adobe Connect meeting before:
Test your connection:
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