CCH2 User Survey Q&A
Huge thanks to everyone who participated in our Fall 2021 CCH2 User Survey! Your feedback helps us improve the CCH2 data portal and its documentation.
Already Available Functions in CCH2
"I wish you could press the back button on your browser from a page of search results and have all your search criteria still populated in the fields"
- From Search Occurrences: while you can't click the back button, if you click Search Criteria (just below the grey menu, where it says "Home >> Collections >> Search Criteria >> Specimen Records"), you will return to your search form with all the previous search criteria still populated.
- From the results of Edit Existing Occurrence Records: if you click the small magnifying glass icon at the top right side of your screen, the Record Search Form will re-open, containing all the previous search criteria you used
- Thanks to our taxonomic thesaurus, you don't need to convert old names to newly accepted names before conducting a search. If you conduct a search using an old name, the specimens with the new name will be brought up in the results as well. You will see a list of the taxa included in your search right under the Occurrences tab. For example, the screenshot below lists all the taxa that would result from a search of Mimulus guttatus. If you don't see this list in your search, the name might not be in the taxonomic thesaurus. Contact your portal manager to get it added.
I would like: "Electronic annotation"
- Annotation is possible right in the portal! First, create an account in CCH2. Next, contact the curator or manager of the collection for which you would like to annotate a specimen. They can grant you editor rights in their collection so that you can add annotations either individually, using the Determinations tab in a specimen record, or using the Add Batch Determinations/Nomenclatural Adjustments tool. If they do not give you editing rights, you can still contribute! Send them a list of the catalog numbers of the specimens you would like to annotate, along with the new name, your name, and the date, and they can batch add annotations themselves.
"It is difficult to contact curators about specimens through the portal."
- It doesn't have to be! You can find the contact information for curators in one of two ways. First, if you click on the full details of a specimen and scroll to the bottom of the page, you'll find text that reads "For additional information about this specimen, please contact:..." followed by the contact information of the curator. Alternatively, you can navigate to the collection page of the herbarium (go to Search Collections, then click more info next to the herbarium name, and locate the contact information of the curator
- To export a CSV file from a search, click the download button on the top right of the screen as shown in the screenshot below. This button is visible in both table view and list view.
"If I enter a number of voucher records and later need to add or change data for the whole set, I wish that change would be made automatically in all the following records of that particular date and location, rather than having to change each one."
- You can use the batch editing tool to accomplish this. See Section 7.3 of our CCH2 Data Portal Guide for instructions on using this tool.
- You can search for records that you entered by searching the Entered By field or the Date Modified field (see screenshot below). Click the CU button to fill the Entered By field with your username. Make sure to input the date in YYYY-MM-DD format if you search by the Date Modified field.
"I would like to be able to search for more than one collector name at a time (often collectors use different abbreviations and acronyms)."
- To search for multiple collectors (or various spellings) at one time, separate your search terms by a semicolon. For example, if you want to search by all specimens by "D.J. Keil" and "David Keil", enter the following into the Collector field: D.J. Keil; David Keil.
- From the Search Collections page, you can include any number of the provided search criteria to conduct your search. You are not limited to one filter choice.
- We recommend one of two options for commenting on specimens as a digitizer or curator: first, you can include comments using the Comments tab on the Public Display of a specimen. Alternatively, you can use the Data Generalizations field to this end. Data Generalizations is often used to include information from the digitizer or another person working with the specimen internally.
- Indeed, this is often an issue of the original image; however, make sure you are clicking "View Large Image" from the public display, or if you are in the occurrence editor, click the High Res button. These options will allow you to see the highest resolution image that we have.
- You can sort the results of a search using the Sort By field in the Record Search Form. To access this, click on the magnifying glass in the top right corner (see screenshot below), then select the desired sorting field from the Sort By field in the bottom right.
New Developments in CCH2
"I wish that RENO were included in CCH2, as it houses many CA plants"
- The University of Nevada, Reno collection has been incorporated into the CCH2!
- Users of the Google Chrome browser may experience this frequently. It is the result of an image being stored on a server without a security certification (http rather than https). We are now identifying images with http addresses and working with major image contributors to convert then to https addresses. So far we have resolved this issue for XXX of XXX records.
- CCH1 also includes data from other non-California herbaria that nevertheless house significant specimens from California. To facilitate this in CCH2, we have incorporated the University of Nevada, Reno collection and the California specimens from the Harvard University Herbaria into CCH2. This comprises an addition of XXXX specimens.
- We have also added a statistics box to the homepage of the website. Before this, you could view portal statistics by clicking "Sitemap", then "Collection Statistics", followed by "Run Statistics".
- We have added a new Help & Resources tab on the portal home page that leads to our data portal tutorials, webinars, and videos.