Data Portal Tutorials
The CCH2 data portal utilizes the open source software Symbiota to manage and mobilize specimen data. Resources for using Symbiota portals can be found below:

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 were a series of 30 minute demonstrations of tools in CCH2. Recordings of past Lunch Break meetings are listed below.
CCH2 Data Portal Lunch Breaks have been discontinued. Check out the Symbiota Support Hub's monthly "Symbiota Support Group" meeting for training, help, and resources for using the CCH2 portal.
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 2, 2022
Linked Resources Tab
March 2, 2022
Dealing with Duplicates
April 6, 2022
CCH2 Help and Resources / The Symbiota Support Hub
May 4, 2022
The Collaborative Georeferencing Tool in CCH2
June 1, 2022
Creating and Curating Custom Datasets
July 6, 2022
Loan Management in CCH2
August 3, 2022
Downloading/Extracting Data from your Collection

Other useful tutorials for the CCH2 portal

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.