Document Library
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See the bottom of the page for meeting recordings.
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Resource Name
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Description
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Date Published / Last Updated
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This protocol describes how to link specimen images to their existing records in CCH2 by transcribing the accession numbers on the images. This step is necessary for institutions that had records in CCH2 before imaging and did not update specimen records with barcode numbers while barcoding.
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Jan. 20, 2020
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This video demonstrates how to perform the "Associating Barcode Numbers with Accession Numbers Protocol" (see above).
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Feb. 23, 2019
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This document should be filled out to set up an account with Reliance Barcode Solutions for the first time.
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Oct. 5, 2018
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This document shows an example barcode with an explanation of its different parts and describes how to order barcodes from Reliance. Quotes from alternative sources are provided.
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Sept. 21, 2018
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This protocol explains how to barcode specimens independently of any other digitization steps.
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June 19, 2019
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This protocol describes how to add annotations to many specimen records at one time.
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Dec. 16, 2020
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This guide describes how to create taxon checklists in CCH2 or a general Symbiota portal
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Nov. 22, 2019
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This protocol describes how to image previously barcoded specimens using the Ortery lightbox setup and Smart Shooter 3.
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Aug. 5, 2020
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This video demonstrates how to use the taxonomic cleaning tool in the administration control panel to clean and standardize taxonomic names of your specimens.
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Aug. 11, 2020
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This manual provides an overview of the project, goals, workflows, equipment recommendations and instructions, protocols, and a guide to using the portal, all wrapped into one document.
NOTE: This manual is under construction. |
Aug. 10, 2020
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This document describes how to batch georeference specimen records using the GeoLocate instance on the CCH2 portal.
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Jan. 28, 2020
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This flowchart visualizes the imaging process, breaking it down into a number of smaller tasks.
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Jan. 2, 2019
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This protocol should be used by supervisors or trained technicians to process folders of raw images. Processing steps include adding metadata, cropping, adjusting highlights and lights, adjusting sharpening, and exporting raw images as DNG and JPEG files.
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Aug. 5, 2020
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This document lists the recommended software for imaging and image processing.
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Feb. 19, 2019
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This protocol describes how to image previously barcoded specimens using the Ortery lightbox setup and Smart Shooter 3.
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Aug. 5, 2020
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This video demonstrates how to image specimens using the Ortery lightbox setup and Smart Shooter 4.
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Aug. 10, 2020
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This document describes the recommend equipment and software to acquire for specimen imaging and image processing.
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July 31, 2020
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This document describes how to upload an entire collection dataset for institutions that have chosen to serve a “snapshot” of their collection database on CCH2 rather than managing it live.
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Feb. 19, 2019
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This presentation is provided for CAP collaborators to use for introducing the CAP project in public and classroom settings. Users are encouraged to edit and augment the presentation however they see fit, so long as proper attribution of figures and images remain intact.
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Oct. 10, 2019
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This protocol describes how to transcribe label and annotation data from specimen images in the CCH2 portal.
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Dec. 10, 2024
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This list contains the target taxa to be digitized as part of the CAP TCN grant. Note that many institutions may choose to digitize their entire collection, if feasible, rather than take the extra time to pull out specimens of the target taxa.
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Nov. 7, 2019
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This protocol describes how to use the phenological scoring tools in CCH2. Taxon-specific protocols will soon be found on the Phenological Scoring Page.
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Mar. 5, 2020
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This poster give an introduction to the network, the project, and our current progress toward our goals, as well as how researchers and members of the public can get involved.
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Aug. 3, 2021
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This document describes how to set up a collection in CCH2 to automatically publish their collection data to GBIF. This process need only be done once per institution.
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Aug. 21, 2019
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This article, titled "Digitization protocol for scoring reproductive phenology from herbarium specimens of seed plants," provides preliminary methods by which phenological data can be captured and stored in accordance with current metadata standards.
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Feb. 28, 2018
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This guide describes the many functions of the new Symbiota-based data portal, CCH2, and how to use many of these functions.
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Oct. 23, 2019
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This protocol describes how a supervisor or trained technician can upload specimen images to CyVerse, which will then make these images web-accessible. The URLs for these images will then be linked to the specimen records in the CCH2 portal.
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July 8, 2020
Version 2.0 August 13, 2021 |
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This diagram visualizes the overall digitization process as a series of steps. The steps are colored according to the type of person who is responsible for completing these steps. Note that the workflow demonstrates the steps to be completed for any given specimen, and these steps may be occurring simultaneously for different specimens.
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June 19, 2019
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