Data Portal Tutorials

CCH2 Data Portal Handbook
This guide was developed to instruct users of the CCH2 Portal, the Symbiota instance used by the California Phenology TCN, in basic use of the portal and its many available tools.

CCH2 Data Portal Lunch Breaks
CCH2 Data Portal Lunch Breaks are held every first Wednesday at 12:00 noon Pacific. In these 30-minute sessions, we demonstrate one or two tools in CCH2. All are invited to attend, and sessions are recorded for future viewing. A schedule of upcoming lunch break sessions is below. Email our portal manager for the Zoom link.
September 8, 2021
Taxonomic Cleaning Tool
October 6, 2021
Label Customization and Printing
November 3, 2021
Annotations, Determinations, and Nomenclatural Changes
December 1, 2021
Making and Editing Checklists
January 5, 2022
Understanding the Images Tab & Tools
February 1, 2022
Linked Resources Tab

Other useful tutorials for the CCH2 portal
The Symbiota website also hosts a great deal of documentation from other projects:

Symbiota Training Videos

Short introductory videos on navigating the Symbiota portal and editing administrative permissions can be found on the LepNet website. Note that these tutorials are conducted on the SCAN portal, but the same general principles apply to any Symbiota portal.

Other Symbiota Instructions

Helpful instructions on using a Symbiota portal are included in the Mid-Atlantic Megalopolis (MAM) Thematic Collections Network Training Manual, but note that our workflow and portal differ from MAM's. Much of the CAP TCN portal guide was adapted from this manual. 

Uploading Data from a CSV File

Example instructions on how to upload a comma-separated value (.csv) file containing specimen data can be found on the Microfungi Collections Consortium website.