Content Upload Protocol

Create individual reports 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 plaforms 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.


Creating Reports on Mushroom Observer

Sign up for an account at

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.

Create Reports on MO

As you are creating reports, please utilize the "Herbarium ID" field to input your personal collection numbers or the Mycoflora Project ID number on your field data slips.

Creating Reports on iNaturalist

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

Creating Observations with iNaturalist

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" and "Voucher Number(s)."

Other iNat fields for this project include:

Collectors Name
Substrate - Fungi

Create a List or Project

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 2.0 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:

Mushroom Observer

  1. On the left-hand side of any page, you will see a “Create List” link if you are logged in.
  2.  Then in the upper-right hand corner, click the following:  
  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.


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, there is a “Project” tab on the far right of your profile screen.

  1. Clicking this tab will take you to a screen where you can manage your projects and start a new 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 Field. iNaturalist has a second protocol we would like to incorporate for this project. There is not a standard field within the platform to notify others there is a physical collection associated with the observation. When creating an observation, there is a “Fields” option.

Searching this field for “Voucher Specimen Taken” will lead to the field we will utilize for this project. If there is a physical collection, click yes. Be sure to include any internal collection numbers in your notes for the observation.

Exporting the List

  1. From your project list, find the “Export Observations” box and hit “CSV.”
  1. This will take you to a new screen. Under the GEO area, select the four unchecked boxes.
  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

We are working towards a single goal - the development of the first comprehensive mycoflora of North America. This project is a consortium of citizen scientists and professional mycologists performing a biological survey of all the macrofungi that occur in North America.

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16 October 2017
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