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Content Upload Protocol

Create individual observations on the platform of your choice

For this project, we ask you to select one of the following three platforms to upload your primary data: Mushroom Observer,  iNaturalist, or MycoPortal. We encourage you to try out each platform and see which one you are most comfortable working with. Each has areas where they excel, and areas that could use some improvements. Each club has different needs for their project. If a mobile app is important to your project goals, you might want to look at iNaturalist. If a large community of identifiers is important, you may want to select Mushroom Observer. Each of these platforms can be fully integrated into the protocols of this project.

The primary metadata you need to include with each report is the collection date, collection location, the species name, images, and any notes you took about the collection. Also be sure to select the voucher specimen field for any reports where you have a collection. See the specific documentation at each of these domains for creating these reports or contact us if you need assistance.

Utilizing MyCoPortal as your primary data repository (without using MO or iNat) requires the use of a specific workflow. Please see instructions here

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Creating Observations on Mushroom Observer


Sign up for an account at MushroomObserver.org

MO-Specific Protocols

Under the preferences menu for your account,


edit your "Observation Notes Template" to read:
     "Collector's Name, Substrate, Habitat, Host" 


This will include several additional fields on the observation reporting form. Please fill out these additional fields with your reports as you are able to.



Video: Adding Mycoflora Fields to Mushroom Observer

 By: Trey Richards

When you are ready to create an observation on MO, click Create Observation on the left-hand menu.

When adding an observation to MO, check Specimen Available and you will see two field options for specimen number - Collectors Number and Accession Number. If you are using NAMP Field Slips, please put your NAMP number in the Accession Number field, with North American Mycoflora Project as the herbarium.

Creating Observations on iNaturalist

With iNaturalist you have two options for creating observations. You can utilize the website at iNaturalist.org or create individual observations utilizing the IOS or Android mobile applications. 

Instructions on iNaturalist for Creating Observations

iNaturalist does not have standard fields for adding information on voucher specimens. With each iNaturalist observation that includes a voucher specimen, please add two additional fields. These are:

Voucher Specimen Taken
Voucher Number(s)

Other iNat fields for this project include:

Collector's name
Substrate - Fungi
Habitat - Fungi
Host
Identifier

Post-analysis fields we will update.

Herbarium Name
Herbarium Catalog Number
Herbarium Secondary Catalog Number
MyCoPortal ID
MyCoPortal Link
GenBank Accession Number
GenBank number (URL)

Create a List on MO or a Project on iNaturalist

In order to get all of the data in a standardized format for fungaria across all of the participating platforms and to organize collections during shipping, we are asking that you complete one additional step for collections that are a part of the Mycoflora Project. Each platform has the ability to generate lists of observations. Create a list of each species that will be included in the next shipment that you plan on making to fungaria. The protocols for generating lists/projects can be found below:
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Mushroom Observer

  1. On the left-hand side of any page, you will see a “Create List” link if you are logged in.
  2. in the upper-right hand corner, click:  Classic Species List Generator
  3. Fill in a location, title (such as “Summer 2017 Collections”), and click “Create.” Now, on each observation page, you will have a new option in the upper-right to “Manage Species Lists.” Clicking this link will take you to a new page that will allow you to add this individual observation to your new list (a list of your next shipment of collections for the project).

Exporting the List

  1. Once you are ready to generate a shipment, export a spreadsheet of your species list. Within your project, click the “Show Observations” link and then in the upper-right, click “Save as Spreadsheet.”
  2. This will lead you to a new page. Choose the Mycoflora format, UTF-8, and hit the “Download” button. Save this spreadsheet to your device for future use.


Video: Creating Species List and Exporting Data

 By: Trey Richards

iNaturalist

iNaturalist has the ability to create species lists, but that functionality will not work for this project, as it does not list individual observations. We will be looking to add each occurrence record to a Project, rather than a Species List.  


  1. When you are logged-in, go to "Community -> Projects." Click "Start a Project."


  1. You will now be at the project screen. Scroll towards the bottom and look for the last bit of text on the page "Use this link to create a traditional project instead." Click the link to create a "traditional" project.

  1. Add a title to your project. The rest of the fields will be optional. Then hit “Create.” Now, with each new observation you create, there will be an option near the top to “Add to Project.” For each specimen that you have a voucher for, you will need to add it to the project for your next shipment to fungaria.


  1. Add a "Voucher Number(s)" field for each observation you make in your project. This is how we link each observations record to the mycoflora numbers and ultimately, to sequences. 


Exporting the List

  1. From your project page, find the “Export Observations” box (right side, midway down) and hit “CSV.”
  1. This will take you to a new screen. Select all the field options to export.
  1. Hit “Create Export.”
  1. The export will process and you can click the “Download” link to access your spreadsheet. Save this spreadsheet to your device for future use.

About North American Mycoflora Project

NAMP is a 501(c)(3) non-profit organization working to create a continent-wide community of volunteer citizen scientists and professional mycologists to document the biodiversity of North American fungi.

©2017-2019 North American Mycoflora Project. All Rights Reserved.

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