Workflow and Protocols

 The general recommended workflow for this project is shown in the diagram below. Task-specific workflows can be accessed in the table below the diagram. Alternatively, the entire digitization manual can be downloaded by clicking the button below. Please note that the workflow and protocols are general and may require adjustment before use at your institution.

Download Entire Manual

Generalized Workflow

0. Prepare collection for imaging:

• How to prepare your collection for imaging
• Equipment recommendations

1. Barcode specimens:

• Barcode recommendations
• Barcoding protocol    last updated June 19, 2019

​2. Image specimens:

• Imaging protocol    last updated August 5, 2020
• Combined barcoding & imaging protocol  last updated August 5, 2020
• Imaging station setup checklist

3. Edit/convert images:

• Image processing protocol and checklist    last updated August 5, 2020

4. Upload JPEGs to CyVerse and load into CCH2:

• Protocol for set up and upload of images to CyVerse, then CCH2 using CyberDuck   last updated August 10, 2020
• Protocol for uploading images to CyVerse through the Data Store last updated June 14, 2021

5. Update catalog numbers:

• Protocol for associating barcode (catalog) numbers with accession numbers​​

Transcribe data:

• Guide to transcribing label data in CCH2
• Recorded data entry webinar

Georeference specimen records:

• See our Georeferencing Page or complete the Georeferencing in CCH2 Training Course
• Recorded georeferencing webinar

Score phenology:

• See our Phenological Scoring Page

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To see resources from other specimen digitization projects, click on one of the project websites below: